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Our People

David Kelleher, CPA, CGMA

Partner

Dave has extensive experience providing audit, tax, and business advisory solutions to nonprofit organizations, including community development corporations, multi-service human and social services providers, independent schools, and early education and care (EEC) agencies. Dave has extensive nonprofit tax experience, advising clients on questions relating to the Form 990, as well as the new Tax Cuts and Jobs Act (TCJA) rules affecting nonprofits, including: the taxability of qualified transportation fridge benefits, new unrelated business “siloing” rules, disallowed fringe benefits and UBIT. He also provides guidance on multi-state filing requirements, related party and executive compensation disclosures. Dave helps clients identify and address risks related to their Uniform Financial Report (UFR) and other funding source regulations. He specializes in providing federal and state audits in accordance with Uniform Guidance/Single Audit and Government Auditing Standards.

Dave also provides active guidance on tax, audit and compliance issues for sophisticated commercial clients, including low-income housing and professional services firms. He helps companies fully interpret the financial and operational information discovered during the audit process. His advice leads to informed decision-making and positively impacts business performance.

Education

  • University of Massachusetts at Dartmouth – Bachelor of Science, Accounting, cum laude

Service

  • Greater Lowell YMCA – Treasurer
  • University of Massachusetts Dartmouth’s Charlton College of Business – Accounting and Finance Department Advisory Council