About
I take great pride in providing every one of our clients with that extra personal touch!!!!
I really enjoy working with all of my clients and assisting them with preparing for retirement and planning for all the different life events that happen along the way. I also enjoy doing tax planning with them each year so that we don't have any major surprises come April 15th.
I love working with all my clients and making sure they are on the right financial path and not hit with any surprises.
Highlights
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David B.
Frequently asked questions
What is your typical process for working with a new customer?
Reviewing their previous years return and going over the current years return line by line and explaining everything and asking if they have any questions.
What education and/or training do you have that relates to your work?
Bachelor Degree in Accounting
Have been doing taxes since 1994
Do you have a standard pricing system for your services? If so, please share the details here.
I just charge a package fee depending on the complexity of the tax return. This would be completing your Federal, State and Local returns and electronically filing all possible returns.
How did you get started in this business?
Started doing taxes in 1994 and worked at H&R Block for 10 years before starting my own company in 2006
What types of customers have you worked with?
I have a wide range of clients that I work with. From someone that just has 1 W-2 or someone that owner's their own business to someone that has a couple of rental properties.
What advice would you give a customer looking to hire a pro in your area of expertise?
I would have to say the most important thing is that not only do they know what they are doing but also that you feel very comfortable with them. As taxes are a very personal and a very important part of your overall financial picture.
What questions should customers think through before talking to pros about their needs?
Ask any and all questions that come to mind and never be afraid to say that you don't understand the answer or have to go over something another time.