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David Sheets   DAVID SHEETS ~ TAX PRINCIPAL

David is a tax principal and has over 15 years of experience in corporate and individual tax planning, consulting and compliance. He provides services to high-technology and emerging businesses. He has significant experience with entity structuring, mergers and acquisitions, international, multi-state, stock options, R&D tax issues, and advanced planning strategies for individuals and closely-held companies.

David was the worldwide controller for an early stage company that received over $20 million through three rounds of funding. During that time, he presented the worldwide reporting and budgets to the Board, managed the venture capital due diligence process, and coordinated the audits performed by the large national firms.


Civic/Professional Involvement:
  • California Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Youth Flag Football Coach

  • Education:
  • California State University, Fresno; Bachelors of Science - Accounting
  • Golden Gate University; Masters in Taxation

  • Contact Information:
    EMAIL DAVID SHEETS             dsheets@bergerlewis.com
     
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