David J. Wolliver
CPA
Director
David J. Wolliver, CPA, has been with Weinberg, Lieberman & Co. since 1995 and has over thirty years of experience. He specializes in accounting and auditing for small to medium-size companies and in business and individual taxation. He brings a wide range of expertise to businesses of all types servicing industries such as pharmaceuticals, contracting, publishing, advertising, restaurants, retail organizations and professional service organizations.
David has built a reputation for his hands-on approach and has been entrusted by many clients to serve as the executor of their estates or as a trustee. In addition, he assists the firm in forensic accounting and litigation support services. Prior to joining the firm, he was controller for a group of companies in the medical field.
David has built a reputation for his hands-on approach and has been entrusted by many clients to serve as the executor of their estates or as a trustee. In addition, he assists the firm in forensic accounting and litigation support services. Prior to joining the firm, he was controller for a group of companies in the medical field.
AREAS OF EXPERTISE
Accounting and Auditing
Taxation
Business Consulting
Trusts and Estates
Gift Taxes
Domestic Tax Compliance for Foreign Entities
Forensic Accounting
Litigation Support
Quickbooks® Advisory
Taxation
Business Consulting
Trusts and Estates
Gift Taxes
Domestic Tax Compliance for Foreign Entities
Forensic Accounting
Litigation Support
Quickbooks® Advisory
PROFESSIONAL DESIGNATIONS
Certified Public Accountant licensed in New Jersey
Certified Information Technology Professional by the AICPA
Chartered Global Management Accountant by the AICPA
Certified Information Technology Professional by the AICPA
Chartered Global Management Accountant by the AICPA
EDUCATION
Bachelor of Science in Accounting from William Paterson University
Additional Credits from Rutgers Law School Masters in Taxation Program
Additional Credits from Rutgers Law School Masters in Taxation Program
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants (AICPA)
New Jersey Society of Certified Public Accountants (NJSCPA)
New Jersey Society of Certified Public Accountants (NJSCPA)