Cottonwood Asset Management

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Introduction: I am a CPA and the owner of Cottonwood Asset Management. I specialize in business and personal tax return preparation, consultation on IRS matters and QuickBooks. Through my RIA, Cottonwood Asset Management, I also do financial planning, portfolio management and investment consultation on an hourly basis. I have more than 22 years of investment and finance experience.

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1 employee

14 years in business

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5.0

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Mila G.

Feb 21, 2015

David did my personal, business and rental unit taxes for 2014. He is thorough, knowledgable, personable and honest. He reviewed my 2012 return and found some deductions I didn't take last year that improved my situation this year. He also recommended some valuable ways to save money and invest. Highly recommended!