David M Pelfrey , CPA

Tax Professional - Principal Manager

David is a Tax Professional for Avior Tax & Accounting.

David was the President of Pelfrey & Company, CPAs, Inc. and had been with the firm since 1986 prior to its merger with Avior in 2024.

David earned his BS degree in accounting from Clemson University. Following graduation, he joined audit staff of KPMG (formerly Peat, Marwick, Mitchell & Co.) in their Greenville, South Carolina office before leaving to join Pelfrey & Company, a firm which was founded by his father in 1966.

Affiliations and Achievements

  • Member of the American Institute of Certified Public Accountants
  • Member of the Ohio Society of Certified Public Accountants
  • Currently Treasurer of Sycamore Alumni & Friends Association, the official alumni association of the Sycamore Community School District.
  • Former Executive Board Member of Montgomery Community Church. Former chairman of the board of trustees of Montgomery Community Church.
  • Served as a guest speaker on tax and accounting issues for a number of local groups and media organizations.
  • Represented a local union in labor negotiations with a major local manufacturing company.
  • Served as an instructor for the United Auto Workers-Ford Motor Company Financial Education Program.
  • Provided litigation support assistance in numerous cases involving various local law firms through preparation of calculations and analytical reports, affidavits, and expert witness testimony.

Professional Philosophy

Much of David’s professional philosophy was shaped by his partnership with his father, Charlie, whom he had the honor of working with for 15 years prior to Charlie’s retirement in 2001.  Together they were committed to providing quality, timely, and affordable accounting, tax and consulting services to the public.  But more than that, they realized that their job wasn’t simply “crunching numbers” – it was helping people to realize their financial goals for themselves and their businesses. And that became the mission they strived to deliver through good, old-fashioned personal service, which remains the cornerstone of the practice to this day.

Personal Background

Although he is a Cincinnati native, David met and married his wife, Tina, while living and working in South Carolina. They relocated to Cincinnati in 1986 and have two adult children and two grandsons.  David is a devoted fan of his Clemson Tigers and enjoys travel, spending time with family (especially the grandkids), and getting way to their vacation home in Hilton Head as often as possible.