May 2021
David has advised me on various tax planning matters overt the last 4 years. Most recently, when I had a time sensitive matter, he helped me think through on an out-of-state rental real estate transaction and gift tax issues. My go to advisor on tax, estate and retirement matters.
October 2019
I have known David for more than 15 years. He has been a trusted advisor for me personally and for many of our mutual clients. I highly recommend him.
October 2019
I'm very grateful for the guidance and expert assistance from David, Anita, and the whole gang. My tax situation was complicated by alimony and they made sure my estimated quarterly payments left me not owing anything at the end of the year-- and this year I even got a refund! I highly recommend their services.
