David Everts

Manager
Rochester, NY

AREAS OF SPECIALTY
Trust and estate income taxation, planning, and consulting
Gift tax return preparation and review
Individual income taxation and planning

David Everts is a manager in Insero’s Tax Department with over ten years of experience in public accounting. He primarily focuses his practice on estate and trust clients. David has a strong background in preparation of estate tax, gift tax, generation skipping tax, and fiduciary and individual income tax returns. He also specializes in retirement plan distribution planning and estate planning for grantors, trustees and beneficiaries of trusts and estates.

EDUCATION
Gannon University, Bachelor of Science in Accounting

CERTIFICATIONS
IRS Annual Filing Season Program, 2025

PERSONAL SIDE
David resides in Henrietta, NY with his wife and their son. In his free time, David enjoys spending time with family, attending car shows, and cheering on the Buffalo Bills.