Meet David Talley
Why I built Talley Tax
After years in financial services, I saw how many families were left piecing together advice from different places — an investment firm here, a tax preparer there, and no one connecting it all.
I wanted to build something different: a practice where tax strategy isn't an afterthought — it's integrated with financial planning and investment management from the start. Where every recommendation is grounded in a complete understanding of your financial picture.
That's what Talley Tax is — the dedicated tax advisory practice within the Talley Wealth ecosystem. Coordinated. Proactive. Built for families whose financial decisions carry weight.
My approach to advisory
Good advice is about understanding the full picture.
I take complex tax and financial concepts and make them manageable and actionable — explaining the why behind every recommendation and how it connects to your broader goals.
Clarity isn't about knowing everything. It's about understanding what matters most for your situation.
- Listen first. Understand the full picture.
- Connect tax strategy to financial planning.
- Make every recommendation purposeful.
Professional credentials
As an Enrolled Agent (EA), I'm federally licensed by the IRS to represent taxpayers in all 50 states — the highest credential the IRS awards.
My CFP® certification demonstrates competency across all areas of financial planning — ensuring I see your complete financial picture, not just the tax return.
This combination of credentials is what makes the integrated Talley approach possible: tax strategy grounded in comprehensive financial understanding.
Life beyond work
A Johnson City native, David's happiest moments are spent with his wife, Kaitlyn, and their kids, exploring the outdoors or cheering on Tennessee football.
He's an avid golfer, loves good books, and enjoys any chance to learn something new.
Begin with a Conversation
Every relationship starts with the Keystone Method. An explore call is the first step to see if Talley is the right fit for your family.
Schedule an Explore Call