David Weinstein, CPA CFE

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Introduction: I differential my practice two ways. One is that I set a fixed fee which eliminates accounting headaches. The other is that I make complex issues, simple. I use analogies, stories how I helped other clients and 25 years of experience working as a CPA. Contributing to the small businesses bottom line which means making a difference in my clientele's lives whether it be a great spreadsheet, explaining a complex issue or reducing a client's taxes.

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Hired 3 times

1 employee

32 years in business

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Rob P.

Jul 4, 2014

I have used a few different CPA's in my time. David is definitely the top of the heap. He is likeable, can explain complex issues, make complex rules seem simple, sends spreadsheets that are easy to use, is on time and returns phone calls.

Sandy F.

Nov 24, 2014

David had done a excellent job on my taxes. They were returned quickly with the best return I ever received. He is trustworthy friendly and just a pleasure to work with him If you decide to use him you will be very pleased.

FAQs

What education and/or training do you have that relates to your work?
Yes, Continuing Professional Education for the CPA license and continuing education for the Certified Fraud Examiners designation.
How did you get started doing this type of work?
Affinity for small business, helping entrepreneur keep more of their hard earned work for themselves and describing complex issues in a way anybody can understand.
Describe a recent project you are fond of. How long did it take?
A new small business client was told to pay over a hundred thousand dollars to the IRS by his former accountant because he owed. I was able to reverse practically all of the tax deficiency except for $500.

David Weinstein, CPA CFE

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