David McKelvey is a CPA who stands as a testament to the transformative power of knowledge and leadership in the evolving landscape of taxation and business services.

Based on Long Island, he is a respected partner and leader within Marcum LLP’s Tax & Business Services Group and is a member of the firm’s national tax office. He not only exemplifies professional excellence but has made a profound impact nurturing the next generation of talent through his mentorship.

David’s journey in tax leadership is marked by his tenure as tax partner-in-charge at Friedman LLP’s Long Island office prior to its merger with Marcum.

There, he was a key figure on the executive tax committee, contributing to the strategic tax direction and advisement to the firm. His rare combination of technical know-how and extensive networking has bolstered his standing and propelled Marcum to the forefront as a leading tax authority in the Long Island market.

Specializing in the consumer products, real estate, and construction sectors, as well as transactional planning, David’s acumen for navigating intricate tax landscapes translates into comprehensive strategies and pragmatic resolutions.

His efforts are pivotal in fortifying various enterprises’ financial and operational foundations, earning the trust of clients, financial institutions, and credit entities alike.

David’s professional engagements are paralleled by his active involvement in esteemed industry and philanthropic organizations.

His ties with the AICPA, NYSSCPAs, American Heart Association, and The Real Estate Institute at Stonybrook University highlight his unwavering dedication to his profession and his altruistic spirit.

An articulate writer and speaker, David’s expert commentary is sought after on national platforms, leading to recognition as one of the Top 25 Power Accountants by the Long Business News—a testament to his influential voice in the field.

Away from the rigors of tax strategy and business development, David cherishes over 35 years of marriage, the joys of parenthood with two wonderful children, and the pleasures of golf—a sport where precision and foresight reign supreme, mirroring the qualities that have defined his professional journey.

David’s life in Rockville Centre and on the Northfork reflects the balance he maintains between his professional dedication and his personal passions.