VIRTUAL TAX ADVISORY FOR INDIVIDUALS & SMALL BUSINESSES WHO WANT PROACTIVE TAX MANAGEMENT STRATEGIES AND RELIABLE IMPLEMENTATIONADVICE

Accurate. Responsive. Knowledgeable.

My mission is to make the complex

simple for you, to minimize your tax burden, and to do it efficiently.

This is Personal.

GET A FREE QUOTE

Tel: 123.456.7890

We Offer

Small Business Expertise

I've helped or started many businesses. Sole Proprietorships, Limited Liability Companies, Subchapter S Corporations. Put my experience to work for you to get started, and to grow your new organization.

OFFERING

A Better Tax Return Experience

I get to know my clients and how best to serve each individual. In person meeting, teleconference, or through my secure cloud based network. This will be a breeze.

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Tax

Planning

Success is where preparation and opportunity meet. Rather than just look back at your situation, I ask, "What if?" Put my insights and knowledge to work to put you or your business in the best possible tax situation going forward.

With Over 20 Years of Experience, I have the Passion, Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service

PRACTICE

Knowledge That Can Serve Your Needs

I spend upwards of 200 hours per year, learning and updating on ever changing tax matters of interest and importance to clients. Got a question? I may have the answer, or I will research and find it.

“David makes taxes simple. I upload my tax docs, and he makes sure I get the largest refund possible.”

— Debbie T. —
Tax Client