David W Southwell CPA

Gusto Bronze Partner Badge
Gusto Bronze Partner

Serves 15 Gusto clients | Partner since 2015

We provide our clients with tax, asset protection and wealth accumulation structures that are effective, efficient and practical. Our many years of experience in business coupled with our technical expertise uniquely qualify our firm to provide planning that works for people who are still actively engaged in their profession and with structures that will seamlessly interface with their existing operations and investment strategies.
We represent clients before the IRS for audits and other controversy areas and have outstanding results. We have a specialty group that works with entrepreneurs to develop their business structure and operations and to assist them with business planning and obtaining investment capital.

Gusto Bronze Partner Badge
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David W Southwell CPA

Serves 15 Gusto clients | Partner since 2015

We provide our clients with tax, asset protection and wealth accumulation structures that are effective, efficient and practical. Our many years of experience in business coupled with our technical expertise uniquely qualify our firm to provide planning that works for people who are still actively engaged in their profession and with structures that will seamlessly interface with their existing operations and investment strategies.
We represent clients before the IRS for audits and other controversy areas and have outstanding results. We have a specialty group that works with entrepreneurs to develop their business structure and operations and to assist them with business planning and obtaining investment capital.

Firm at-a-glance

  • 2-4 accountants on staff

Client sizes

  • 2-20 employees

Software experience

Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Tax preparation

Industries served

  • Administration & support services
  • Finance & insurance
  • Franchises
  • Healthcare & social services
  • Not-for-profit
  • Professional services
  • Real estate & hiring services

Client sizes

  • 2-20 employees

Software experience

Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Tax preparation

Industries served

  • Administration & support services
  • Finance & insurance
  • Franchises
  • Healthcare & social services
  • Not-for-profit
  • Professional services
  • Real estate & hiring services

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.