David Sordello, CPA

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Meet David

David has more than 25 years of public accounting experience, specializing in compliance and consulting for complex tax and business issues facing venture capital funded private businesses, organizations planning for an IPO, as well as publicly traded companies in the technology space. He has experience assisting clients with accounting for income taxes, mergers and acquisitions, accounting periods and methods, R&D tax credits, tax audits and state and local taxation. Prior to joining the firm, he spent 18 years with a Big Four Firm, where he served many prominent semiconductor, software and internet clients.

David is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He earned his Bachelor of Science degree from Santa Clara University.

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Professional History


  • Deloitte & Touche LLP
  • Armanino LLP


  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants


  • Santa Clara University


Q. What is it about accounting and consulting that first drew your interest?
Originally, I wanted to become a veterinarian, but I disliked lab work. Instead, I took up business and found that I much enjoyed the required math and memorization aspects of it.
Q. Make a prediction, describe your vision of the business future.
An ever-increasing restraint on accounting resources. With more firms going off-shore for professional talent, there will be fewer trained people available to do the work in the US. Accounting practices will also continue to grow more complex, further compounding the need for, and the shortage of, talented resources.
Q. What's the toughest business decision that you've ever made?
Deciding not to take on a substantial client. While the financial opportunities would have been very beneficial to the company, the client didn't really fit our business model and would have overburdened the staff.
Q. What accounting law or regulation would you like to see changed?
Accounting for stock options, it's too complicated.
Q. Describe your work style.
Hands-on, involved. I like to work with people and have fun working.
Q. Who is (or was) the most influential person in your life
My father. He was a farmer and worked very hard to succeed. Family always came first. He was very driven. He grew apricots, prunes and walnuts right here in San Jose.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
Excel in client service. And know that, while the client isn't always right, you're still on their side. Sometimes that's not so easy to accomplish.
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Industries Served
David's Thought Leadership
Case Studies
Case Study
Because of Armanino’s custom technical tax outsourcing, the company was able to claim tax refunds of over $30M.

June 02, 2020
Blog articles
On October 9, the IRS released tax guidance on cryptocurrency.

October 11, 2019
Blog articles
You need to consider issues such as transfer pricing, NOLs, state taxes and R&D credits before you pursue the sale of y...