David B. Forman, CPA

David Forman, CPA

Tax and Audit Partner

760-729-2343 | dforman@wndecpa.com

David has been serving clients at White Nelson Diehl Evans LLP since he began his career in public accounting in 1994. With more than 25 years of experience he has developed an expertise in corporate and individual taxation.

David specializes in individual, partnership, corporate and trust and estate taxation as well as governmental and non-profit accounting, auditing and compliance. He also helps clients with information technology and design of small business accounting systems.

David lives in Oceanside, with his wife Janene. He has two children, a daughter away in college and a son, who recently graduated college and lives nearby. His interests include spending time with family, traveling, exercising, reading and playing guitar with a group of friends. When not at the office he can found enjoying a pint with friends at one of the many Northern San Diego County craft breweries.

PROFESSIONAL EXPERIENCE

Technical and Service Expertise:

  • Individual, Corporate Taxation
  • Trust and Estate Consulting and Taxation
  • Governmental Accounting and Auditing
  • Nonprofit Accounting and Auditing

Industry Expertise:

  • Government
  • Nonprofit

Professional Affiliations:

  • CalCPA

PROFESSIONAL EDUCATION

University of California, San Diego

  • Bachelor of Arts

University of California, San Diego Extension

  • Professional Certificate in Accounting