David's Accounting & Financial Services

Offers remote services

$180

starting cost

Select a service

Zip code

Special tax situations

Responds in about 2 hours

Introduction: For tax preparation, I have over 180 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 85 times

Serves Moorestown, NJ

Payment methods

Cash, Check, Credit card, Venmo

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Great 4.7

33 reviews

5

85%

4

9%

3

3%

2

0%

1

3%

Read reviews that mention:

Thomas F.

Individual Tax Preparation

David is a great guy.... very professional... I am 70 years old and he walked me through each step of my tax returns. Thanks Tom

David's Accounting & Financial Services's reply

Thank you Thomas. It was my pleasure

Sep 30, 2020

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Verified

Pamela W.

Accounting

He is very professional and responsive . However, the P&L Statement he wrote for me was very vague and lacked substance. As a result, I was unable to use it to achieve my business goal !!!!

David's Accounting & Financial Services's reply

The P&L statement was derived from your documents and information. How could it have been vague and lack substance? Everything was labeled, and was a suitable format. But thank you for the 5 star review.

Oct 30, 2020

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Verified

Ray R.

Individual Tax Preparation

David did my taxes for the 2nd year in a row, he does a great job

Apr 16, 2021

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Verified

Katie G.

Individual Tax Preparation

David was great! Easy to work with and was able to answer all of our questions!

Mar 27, 2021

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Verified

Marianna M.

Individual Tax Preparation

Dave was very efficient, offered explanations and answered all of my questions

Mar 26, 2021

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Verified

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.