Dave Anthony, has been involved in the financial services field since 1998 and is the President of Optimal Tax, LLC, an independent tax planning firm. Dave started Optimal Tax, LLC to provide unique and integrated tax management solutions for his clients.  Through the years, David has helped thousands of individuals with their Roth Conversion and tax plans. 

​

Dave enjoys teaching and educating his clients about diverse and complex tax planning principles and enjoys designing comprehensive  retirement income tax plans that help his clients optimize all areas of their financial lives, including investments, insurance, health care, Social Security, pension, and estate plans. Dave enjoys working with other professionals in the investment and financial world to coordinate tax planning with investment and financial planning.

​

David received his bachelor’s degree in Finance and a minor in Economics, Personal Financial Planning, and Spanish from Utah State University. He successfully completed Boston University’s Retirement Management Program, and passed the is Retirement Management Analyst® in 2018 and the Certified Financial Planner exam in 2004.. 

​

David is seminar speaker and presenter on advanced tax planning strategies, and has helped educate other accountants, attorneys, and financial advisors regarding the benefits of the Supercharged Roth IRA conversion process.

​

When he is not helping his clients optimize their retirement incomes by reducing taxes, you'll find him exploring the mountains, rivers, and lakes of Utah with his wife and six kids. He is an avid white-water Kayaker, canyoneer, 14er, and advocate of all things adventure related. He is active with the Boy Scouts of America, having volunteered for multiple years as a Scout and Varsity leader. He is an Eagle Scout and enjoys coaching his kids various sporting activities.