About Us

As an experienced practitioner and highly-rated speaker, David is deeply familiar with the day-to-day challenges financial professionals face.

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Our Awards

2023 AICPA Outstanding Facilitator Award

2021 AICPA Outstanding Facilitator Award

2019 Surgent Outstanding Discussion Leader Award

What our course participants are saying

David is incredibly knowledgeable and a gifted speaker. He has a way of keeping things interesting and his CPE courses always seem to fly by quickly (this is a somewhat difficult thing to do with a CPE course so it's one of the biggest compliments one can possibly give a speaker).

SCACPA Course Participant

David Peters does an excellent job with all of his seminars...I did not feel I was prepared for the upcoming tax season. He packed a lot in the four hours he had and I feel better about this tax season after today.

2024 SCACPA Federal Tax Update Session Attendee

David Peters is a great instructor. He breaks things down better than anybody else I have ever watched. His course has been very helpful in my practice.

Andrew P. Dragotto, CPA, P.C.

Dave Peters is excellent - making ethics very interesting and clearly relevant.

MACPA Beach Retreat Session Attendee

David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him!

SCACPA Course Participant

Best ethics class I have ever had.

MACPA Beach Retreat Session Attendee

Excellent teacher/speaker. This is my 3rd class conference with David. I have learned something and confirmed more things from all the sessions. Invite him back next year.

MNCPA Management and Business Advisers Conference Session Attendee

Dave is good at reading the audience and encouraging/fostering interactive conversation.

MACPA Beach Retreat Attendee

My opinion is that David Peters is one of the best instructors I have had over the years. He was engaging, knew the topics, and had relevant information to share with us.

ISCPA Fall CPE Conference Session Attendee

David is probably the best speaker we have the opportunity to listen to.

SCACPA CPE Event Attendee

A dynamic and practical approach to continuing education.

Using practical examples and expert insights you won’t find anywhere else, you'll walk away with more than just credits - you'll gain practical and immediately applicable knowledge.

Explore our courses