David's Accounting & Financial Services

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About

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.

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

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:

Eddie N.

Jun 1, 2022

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Hired on Thumbtack

Individual Tax Preparation

Andrew L.

Jul 1, 2014

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Hired on Thumbtack

David was an amazing financial service professional. He walked me through everything I needed for my personal and business taxes. He prepared and organized all my details and really helped my business out. I will be using him again for sure!

Individual Tax Preparation

Dimitris M.

Feb 27, 2022

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Hired on Thumbtack

First time we hired a specialist to do our taxes and don't regret it. Working with David was great! He did our taxes, answered all of our questions and I'm sure we gonna call him next year. Overall awesome!

Individual Tax Preparation

Peter M.

Jul 1, 2014

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Hired on Thumbtack

I had a fairly difficult tax return which included two state filings complicated by some alimony issues. Mr. Marcoccia provided helpful advice, was willing to travel to my residence with the paperwork and his fee was reasonable.

Individual Tax Preparation

Maya S.

Apr 4, 2022

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Hired on Thumbtack

David called right away and was able to help answer my tax questions within just one phone call!! He spent the time needed with me and was very professional.

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.