David Loomis, CPA, is an experienced tax professional based in North Carolina, bringing more than a decade of expertise in federal and state taxation, advisory services, and client-focused tax and accounting guidance. He formerly served as a Tax Director at Grant Thornton Advisors LLC, one of the nation’s leading professional services firms, where he worked with individuals, businesses, trusts, and estates to ensure all of their tax needs were met with both the expertise and the attention they deserved.

David earned his degree from the University of Nevada–Reno, where he started his career at a local firm before going on to get experience in both state government and Big 4 accounting firms with prior positions at both PwC and EY.  This broad career experience helped shape his collaborative style and dedication to service—qualities he continues to bring to his client relationships today.

As a Certified Public Accountant, David is committed to maintaining the highest professional standards. .