David's Accounting & Financial Services

Offers remote services

$50/hour

estimated cost

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Accounting needs

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Accounting software

Responds within a day

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 121 times

1 similar job done near you

Background checked

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

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:

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

Eddie N.

Jun 1, 2022

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Hired on Thumbtack

Davis was very professional and understanding of my hectic schedule. Responded quick to any questions we had with taxes. His years of experience got us more than we expected on our returns. I highly recommend him for your tax needs.

Individual Tax Preparation

Jose V.

Apr 29, 2022

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Hired on Thumbtack

I found David to be a great man very friendly and professional. Helped me and my wife through our tax issues. David knows his stuff and I will definitely be using him again he’s our guy .

Individual Tax Preparation

Sandra V.

Apr 22, 2022

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Hired on Thumbtack

David’s service is A++ from start to finish! I had a lot of questions that I asked David through text before my appointment and he took the time to answer them all !! My husband started his own business so we had a lot of questions. David was very knowledgeable and made us feel confident and secure! I would highly recommend David if you are looking for a friendly , professional and down to earth kind of guy!

Business Tax Preparation

Lisa a.

Apr 9, 2022

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Hired on Thumbtack

We called Dave to complete our taxes this year and he was very responsive and professional. He’s a very nice man and we will continue to work with Dave during every tax season. Thanks Dave!

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.