“As a doctor, it’s hard to find an accountant who understands and appreciates my unique tax planning needs. I am very happy with the time David has taken to ensure that I’m paying the least amount of tax possible. He has been very proactive I look forward to working with him for many more years.”
Swati P.
Emergency Medicine
HOW IT WORKS
CONSULTATION
A complimentary phone call to discuss your unique tax planning goals as a doctor
Strategic Tax Plan
A deep-dive analysis of your tax situation and a plan to minimize taxes
Proactive Services
Tax projections, tax return preparation, ongoing tax advice to keep your taxes low
My comprehensive and methodical approach to tax services gives you the peace of mind that you’re doing everything you can to lower your taxes. My services go beyond the annual tax return and allow for a thorough analysis of your situation from the start and for each year that I’m your CPA.