David Everts

Manager
Rochester, NY

David Everts is a Manager in Insero’s Tax Department with more than 10 years of experience in public accounting. He primarily focuses on estate and trust clients, with deep experience preparing estate tax, gift tax, generation-skipping tax, and fiduciary and individual income tax returns.

David’s areas of focus also include retirement plan distribution planning and estate planning for grantors, trustees, and beneficiaries of trusts and estates. He partners closely with clients and their advisors to help them navigate the technical and personal complexities of trust, estate, and gift tax matters.

EDUCATION
Gannon University, Bachelor of Science in Accounting

CERTIFICATIONS
IRS Annual Filing Season Program, 2025