David J Robertson, CPA
(22 Reviews)
Get full-service tax preparation in a convenient and secure virtual environment. A virtual office doesn't mean less customer service – talk to your accountant via video conference, phone, or email whenever you need. The only difference is we provide a convenient and easy-to-use online portal to exchange and sign documents.
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In Business Since 2020
Sentiment Analysis
Don’t wait until January to find out what your tax situation will be; Dave helped us prepare early to avoid potential surprises.
Very nice, good communication, and did great!
David answered on the first call, didn't judge me or my convoluted tax situation and did an excellent job in a timely manner.
He was timely with his responses to my e-mails, was easily accessible, and catered to my preferences when it came to uploading documentation to his secure portal.
As a service member of the military I felt that Dave was very helpful with specific questions pertaining to how I needed to file my taxes.
He made me feel comfortable with asking questions and walked me through the whole process since it was my first time doing contactless tax services.
I would be very happy to have David do my accounting work in the future.
The tax return process was so simple, so quick, and so painless thanks to David's efforts.
David was also able to identify and correct accounting errors made by my previous tax preparer
Dave was very knowledgeable, personable and patiently answered our many questions.
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