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Dave's Tax Service

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About
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

Business hours

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Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews
4.0

3 reviews

5

67%

4

0%

3

0%

2

33%

1

0%

pro avatar
Meghan K.

Mar 29, 2017

•

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
pro avatar
Simone B.

Nov 7, 2016

•

Hired on Thumbtack

Individual Tax Preparation
pro avatar
Ches B.

Mar 7, 2017

•

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
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