95.8% would refer friends and family to us

5 stars Customer since 2015

Great service!

I can really trust this crew.

5 stars Verified customer

Great advice on planning for 2017 and 2018. Provided new insight on how to treat different sources of income

5 stars Customer since 2012

trustworthy and offers peace of mind by offering information, direction and guidance. Moreso, he has been a gentleman and fair with me for the last 8 years and I am grateful,

5 stars Customer since 2016

We have been David's clients for a few years. We are always grateful for his help whether it is relating to taxes, acquiring properties or buying a new business. He is responsive, very knowledgeable and very easy to talk to.

5 stars Verified customer

Efficient, always on the point

5 stars Verified customer

Both David and the other staff were a pleasure to interact with. I felt that the quality of feedback received from David for my finance goals was excellent and spot-on. I found the intro discussion to be very informative and filled the gaps in my knowledge in a courteous, efficient manner. Hester was also a pleasure to work with for tax returns and she ensured that all my questions were addressed.

5 stars Verified customer

efficient , well organized everything went smooth and in time.

5 stars Verified customer

Efficient and supportive, David and his staff communicate clearly, provide instruction and assistance with a positive, pleasant approach.

5 stars Customer since 2015

Excellent professional services including detailed sort- and long-term tax planning.

Always a pleasant and educational experience to meet with David.

5 stars Verified customer

I have been working with David for more than ten years. He is responsive, reliable and thorough.