Tax & Accounting Services
David S. Markle, CPA has over 20 years of public accounting experience and offers accounting, tax and personal financial planning services for individuals, entrepreneurs, corporate executives and small businesses.
Our accounting expertise can help you manage your business effectively and meet tax and reporting requirements.
We can guide you with the implementation of an accounting system for a new business or analyzing the data of an existing company to increase efficiencies.
Additional accounting services include bookkeeping assistance, payroll, account reconciliations, cash flow and budgeting analysis, along with management advisory services.
We provide complete tax services that include much more than just the basic preparation found online or provided by canned software packages.
We work with individuals to help them maximize their employee benefits and reduce their tax liability.
We work with businesses to minimize taxes, maximize benefits and provide management advisory services and succession planning.
We also provide tax and planning services for estates and trusts.
Personal Financial Planning
Creating a personal financial plan is like planning for an extended vacation. You have a starting point today and a goal of where you want to end up at the end of your trip.
You need to plan for all the places you want to visit, but also plan for the unexpected surprises that come up along the journey.
We can assist you with all phases of the financial planning process from investment advice to tax planning and everything in between.
David S. Markle
Hi. I’m David Markle. I started my career working in the accounting department of a small telephone company in 1992 and then moved to an accounting position with a construction contractor after a year. At this stage of my life my sole focus was on becoming a CPA, which I accomplished in 1998.
I left private accounting for a position in a Philadelphia CPA firm and quickly determined I preferred being a tax accountant. I left the Philadelphia firm in 1997 for the tax department of a public accounting firm where I remained until 2005.
Although I like tax work, I also became very interested in financial planning. I enjoy helping people solve their financial issues in addition to their tax problems.
In 2005, I went to work for a Registered Investment Advisor that managed over a billion dollars in client assets, in addition to continuing to service my existing accounting customers. I learned all aspects of financial planning and it prepared me to open my own firm, which I did in 2014 (Markle Wealth Management).
Education / Certifications
B.S. Accounting, University of Scranton, May 1992
Certified Public Accountant, July 1998
Chartered Global Management Accountant, October 2014
Certified Financial Planner, October 2004
Personal Financial Planning Certificate, Moravian College, 2004
Personal Financial Specialist, March 2005
Member AICPA and PICPA
Past PICPA state council member
Member of the PICPA Financial Planning Committee
Past President of the Lehigh Valley Chapter of the PICPA
Lehigh Valley Chapter PICPA CPE & Financial Planning Committee Co-Chair
Member of the Estate Planning Council of the Lehigh Valley
Member of the National Association of Personal Financial Advisors (NAPFA)
Lehigh Valley Chapter of the PICPA’s 2016 Volunteer Service Award Winner