I searched online and found that not only did David C. Livingstone get great reviews; it was a block from my office. So I made an appointment. I went there and actually enjoyed the experience. David has a unique sense of humor and it took the sting out of having my taxes done. [He] was extremely knowledgeable and professional. And when it was all said and done, I was out of there in less time and at a much lower price than the national company. I know where I’ll be going to for my tax preparation from now on.

Who we are

Established in 1993 after working several years for regional and local accounting firms, David C. Livingstone, CPA, CFP was started with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, David gets to know you and your situation, your priorities and your goals. You will always be served by him, and will never have to worry whether an accountant has the proper experience to give you the right advice, or about how many others have access to your private financial affairs. If you would like to develop a relationship with someone that will know your name, get to know David’s.

Our Team

David Livingstone was born and raised in Springfield, Massachusetts. He has a bachelor’s degree in accounting from American International College (1976) and earned a master’s degree in business administration from Western New England University (1982). David has over 35 years’ experience in public accounting and became a Certified Financial Planner (CFP) in 1992 and met the qualifications to be a CFP in 1993.

Member:

American Institute of Certified Public Accountants, Tax and Financial Planning sections
Massachusetts Society of Certified Public Accountants
Massachusetts Board of Public Accountancy License #7760
Certified Financial Planning CFP #45745

Cheryl Lewis is a part-time assistant with over 10 years accounting experience. She has a bachelor’s degree from Bay Path University and is proficient in the preparation of individual and business tax returns and QuickBooks.

Linda Livingstone is a part-time assistant with many years’ experience. Linda has an associate degree from Springfield Technical Community College. She provides both individual tax preparation and administrative services.