David's Accounting & Financial Services

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Introduction

For tax preparation, I have over 250 hours of tax training on IRS Regulations, tax preparation and dealing with difficult situation between client and IRS. For businesses, have over 20 years of Financial expertise, Risk Compliance, Accounts Payable/Receivable, HR, and IT functions, among others I enjoy being able to help people with taxes. When people are flustered with their taxes, I enjoy making the preparation a calming experience for them. In Business, I am readily engaged in the culture of the business and step in to make decisions to improve the business.

Overview

Hired 122 times

Background checked

Business hours

SunClosedMonClosed

Payment methods

This pro accepts payments via Cash, Check, Credit card, and Venmo.

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Very good 4.6

46 reviews

5

83%

4

9%

3

2%

2

2%

1

4%

Read reviews that mention:

Sara T.

Jul 12, 2018

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Hired on Thumbtack

Individual Tax Preparation

Mary D.

Jun 6, 2022

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Hired on Thumbtack

Dave was very responsive and eager to help with my situation. Not only did we review my current problem I was trying to solve, he took the extra step to review some of my other accounts in QuickBooks and provide advice on how to clean up some other items. Thank you !

Accounting

Dave S.

Feb 26, 2016

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Hired on Thumbtack

Dave was pleasant, honored the Thumbtack price quote and did a fine job of communicating throughout the process. Since I'm not an accountant I can't fully attest to his level of expertise but he seemed to know enough to get the job done for my modest returns.

Individual Tax Preparation

Marjorie K.

Mar 1, 2015

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Hired on Thumbtack

David is great. We hired him to do the monthly bookkeeping for our 501 (c) 3. Very easy to work with, extremely accommodating, and appears to be knowledgeable about nonprofit accounting procedures. We are also using him for our personal 2014 tax returns.

Accounting

Eddie N.

Jun 1, 2022

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Hired on Thumbtack

Individual Tax Preparation

Credentials

Background Check

David Marcoccia

FAQs

What education and/or training do you have that relates to your work?
I do 30 hours annually of continuing tax education. Thai is more than the 16 required by the Internal Revenue Service.
How did you get started doing this type of work?
In College, I actually wanted to major in Marketing and be an International Marketing Manager. In the classroom, Marketing was not my forte, although, I still remember my Professor saying "Build a Better Mousetrap and the World will beat a path to your door." I want to build that better mousetrap. I found that Accounting came very naturally to me. I decided then that Accounting would become my profession.
What advice would you give a customer looking to hire a provider in your area of work?
Be thorough and do your due diligence. Make sure you are getting exactly what you are paying for.