About
If you want a licensed professional working on your tax returns, and an affordable one at that, you’ve come to the right place. It’s essential to use a licensed CPA for your taxes. We are held to the highest professional standards of ethics, competence and privacy, and have a legal responsibility to our clients. You can always be confident that your financials are in the safest, best hands with a CPA.Aside from practicing in a traditional NYC tax office, David offers an online-based, mobile tax preparation operation. The need for in-person meetings has been eliminated, saving you both time and energy. However, if you would like speak with a NYC tax CPA in person or on the phone, David is available at any time.
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Frequently asked questions
What is your typical process for working with a new customer?
Any new customer I work with will be setup on a secure client portal to share his or her documents. He/she will also sign an engagement letter so both parties are comfortable and protected. After the client has uploaded all documents to the portal, I get to work. When the job is done, I explain everything to the client and make sure they understand their tax situation.
What education and/or training do you have that relates to your work?
Along with a CPA license and a master’s degree in accountancy, I have worked at some of the largest public tax firms in the country for many years. I have managed tax accounts for some of the wealthiest Americans, as well as accounts for the every day worker.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is completely dependent on the situation. Fees for a simple, individual 1040 start at $250.