Ready for Tax Season?
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The Future of the CPA Firm
Individual Income Tax
Expert income tax preparation, prior year tax preparation, and amended income tax preparation.
Trust and Estate Taxes
David’s expertise. Let us assist with your fiduciary income tax returns, gift tax returns, and fiduciary accountings.
Our Tax Office Loves Feedback
David has the responsibility and duty to help individuals, families, and businesses with their finances. Providing exceptional customer service and up-to-date, expert financial advice is the cornerstone of his practice.
Very responsive, thorough in his questions. Personable- easy to work with. As a first-time 1099 contractor with some atypical investment transactions, I hired David to calculate my quarterly estimated taxes, Federal and State.Harold C.
David was friendly and professional and helped me with some difficult issues that many tax accountants are not prepared to handle.Gordon S.
David was such a fantastic find. SO knowledgable and responded to all my many questions patiently. Great communication throughout the entire process, he's prompt to respond and helped me get my taxes completed as well as a better return than I would have been able to on my own. It was an excellent experience overall and I will be using him again next year!Kimmy V.
David is very organized, professional, and responsive. I was impressed with his attention to detail and his efficiency. He was very knowledgeable about my tax situation. I had a very bad experience prior to hiring David so was skeptical in the beginning. But he worked hard and proved himself.Renee J.