Just started a small business and Dave was phenomenal. He was very responsive, explained the work he was doing so I could follow along, handled the unfair timeline we imposed with grace, and made the whole process just about as pleasant as taxes could possibly be. We're quite price-sensitive and Dave was excellent value, especially given his proficiency and depth of knowledge. We'll be using him every year going forwards now.
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In Business Since 2017
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Sentiment Analysis
Agree 👍
David was patient, understanding, and taught us a good deal about options that we knew nothing about and that our previous preparer apparently did not know or did not care to tell us about.
We love working with Dave, he is efficient and responsive and always does an excellent job on our taxes
He has helped my family navigate multiple complex tax scenarios over the years with ease and a friendly style.
When I have questions throughout the year, I reach out to Dave as well as my financial advisor, and the two of them work well together to explain concepts to me in an easy-to-understand format.
Excellent, professional, and quickly responsive via email.
We are pleased with his service and will continue to use his services in the future.
We used to handle our taxes on our own and it was hard letting that go, but we needed to find someone we could trust.
Dave is professional, responsive and highly knowledgeable which gives me confidence that my taxes are filed timely and accurately.
This is my second year working on my taxes with David, and he is always easy to work with, professional, and explains everything I have questions about.
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