DAVID LICHTENSTEIN

PARTNER, TAX COMPLIANCE & CONSULTING

David Lichtenstein is a Partner of Restivo Monacelli, an innovative tax, accounting and business advisory firm with offices in Providence, RI and Boca Raton, FL.

As a Certified Public Accountant (CPA) with more than 22 years of diverse experience, David provides year-round tax consulting for both closely held businesses and high-net-worth individuals/families. He leverages his expertise to help clients identify and reduce their tax risks, as well as implement creative tax strategies that ensure compliance, minimize tax liabilities and protect clients' income.

Dave has a specialized focus on structuring tax efficient and compliant acquisitions, liquidations, dissolutions, and redemptions to ensure clients are receiving the maximum benefits. He has a proven ability to thoroughly analyze a client’s unique situation in order to develop actionable strategies that drive profitability and long-term success. 

David launched his career at a boutique CPA firm in White Plains, NY, and before moving to RI in 2001, worked for the international tax firm Roedl & Partner USA, located in Atlanta, GA. He joined Restivo Monacelli in 2017 after spending the last 16 years at Sansiveri, Kimball & Co., LLP, where he most recently served as Tax Principal.

Advanced Credentials:

Certified Public Accountant (CPA)

Professional Affiliations:

Binghamton University: B.S. in Accounting

AREAS OF EXPERTISE

  • Integrated tax consulting and compliance for partnerships, LLC’s, and both C and S corporations, and their owners

  • Tax planning and compliance for high net worth individuals

  • Tax consulting pertaining to business acquisitions, sales, and redemptions

  • Tax consulting pertaining to research and development tax credits

  • Multi-state taxation

  • Federal and State tax controversy and audit support

  • Diverse background in manufacturing, distribution, real estate, construction, and other service industries

Or Send A Message Below:

American Institute of Certified Public Accountants (AICPA)

Rhode Island Society of Certified Public Accountants (RISCPA)

Education:

Bryant University: M.S. in Taxation

Masters of Science in Taxation (MST)

CPA    MST

New York State Society of Certified Public Accountants (NYSSCPA)