Personal Tax Preparation
Our two-step tax preparation process allows us to be detailed on the preparation side and analytical on the review side. There is usually a healthy dialogue back-and-forth while preparing your return each year. Once we have a finalized tax return, we send you a draft copy for review and an electronic 8879 form to authorize us to e-file the return on your behalf. We go over the refund/amount due and make sure you understand why you’re getting money back or writing a big check. It’s a great time to change withholding for next year, change entity structure, etc.
"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."
"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."
"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."
508 W 12th Street
Austin, TX 78701
River Place Satellite Office
10815 Ranch Rd. 2222
Bldg. 3B Ste.100
Austin, TX 78730