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Dave's Tax Service
Introduction: I'm a CPA licensed in Illinois and also hold the AICPA's designation of CGMA (Chartered Global Management Accountant).
I have two master's degrees -- an MBA in finance/accounting from the University of Wisconsin and an MA in economics from Northwestern University.
I can prepare personal, partnership and corporate tax, and federal and state tax returns.
I can also provide financial management and strategy consulting.
Overview
Hired 5 times
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Reviews
4.0
3 reviews
5
67%
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Simone B.
Nov 7, 2016
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Hired on Thumbtack
Hired on Thumbtack
Last year, my family endured several changes that led to many complicated tax scenarios. Before I even hired Dave, he was more than helpful in explaining the complications I had outlined for him and offered assistance. I was very impressed by his knowledge and decided to meeg with him and hire him.
Dave met with my husband and I and took the time to answer our questions and made suggestions for improvements for next year. He was very prompt and we were mostly completed within a week. He saved us a lot more money than HR block or Turbotax.
I would highly recommend David and we hope to work with him next year and in the future!
Individual Tax Preparation
Meghan K.
Mar 29, 2017
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Hired on Thumbtack
Hired on Thumbtack
Working with Dave was a great experience. Dave took the time to study our situation and asked all the right questions. He was able to offer way more than what Turbotax could do for us. He nearly doubled our return and I'd recommend him to anyone needing tax services.
Individual Tax Preparation
Ches B.
Mar 7, 2017
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Hired on Thumbtack
Hired on Thumbtack
Dave is a great person and this review is solely about the accuracy, competency and performance of his work. After all this time, I just received my own state return in the mail which was not properly labeled (address-wise) and now I have to remail myself today. Too many errors along the process (I.e asking for information I already provided and visually saw him record. Wrong social security number on return, wrong address on return, and I should not have to google information on how to dissolve an out of state business as I am paying the person to do these things as it is not my area of expertise) I clearly explained initially over the phone AND a meet and a greet about my situation and handed all necessary documents. He assured me that my taxes will be completed. I purposes asked if the situation is complicated and he said not at all. After he prepared my taxes (partially), he goes on to tell me that he does not know a specific state's corporate laws. That was the purpose of the meet and greet and I felt that was dishonest and a waste of too much time. I also had to convince him to e-file my federal as he was going to mail it. Thank God the federal was not mailed as my state return is sitting right in my hands. I cannot afford to exert this much energy especially as I grow my business in the future. While I hope this will not happen to anyone, I wanted to make it clear that my experience was mostly stressful. Up front honesty, detail orientation and order are things I highly value
Individual Tax Preparation