Expert Tax Solutions

I have used the services of David at Expert Tax Solutions for a few years now.
David is honest and about as good as it gets for an accountant.
He knows his stuff– learning the current myriad of laws each year to get me the best tax returns possible.
He has also assisted on some very difficult tax situations for me — coming thru with flying colors.
Id truly be lost without him.
I could continue to provide you with accolades but I will just say this= USE HIM for your taxes. ‘Nuff said.

David is an honest and professional small business owner. Previously I had my taxes done at the corporate giant, H&R block. What a mistake. David’s rates are better and he took more time asking the right questions that kept more money in my pocket. I’ll never go to H&R block again. Thanks David!

Update: a certified CPA reviewed David’s work and found a significant error with his tax preparation. I had to amended this error as well. I’m glad that a professional reviewed our filing. We had no trouble with our new CPA. He was courteous, responsive, reassuring and accurate – he never called us rude or obnoxious. Even if David’s account of the events was true, a professional wouldn’t respond this way in a Unilocal review.

This is the second year that we worked with David. Year one was ok. I thought he seemed slightly unprofessional, making some inappropriate jokes, but I needed to get my taxes done. He was quick and it seemed easy, so I was pleased. Year two, I returned married. We asked him if there was any reason to not file jointly. The only scenario he shared was if we owned property together, to which we said no.
He never mentioned that filing jointly effects your student loan payments. As a lesbian, someone only recently allowed to get federally married, I was not familiar with all this yet.
After meeting with him (on Friday night) I spoke to a friend, who mentioned that she files separately due to student loans, I started to freak out. I checked my loans, and yes, they were affected by filing jointly.
I contacted him on that Sunday, asking him to hold our taxes as we need to file separately. He told me he already filed. I tried to call, left a vm, no response. We then exchanged a string of emails where his responses were cryptic, requiring me to have to email further with follow up questions. He also ended an email with the flip statement– «You must realize that you will be billed for this.» I said I did (trying not to rock the boat, as I felt like my taxes were at his mercy given the approaching deadline).
After not hearing back from him about next steps, my wife emailed him on that Tuesday, asking for a quote and asking if student loans were typically impacted by joint filings. This seemed to touch a nerve. He responded to this by first blaming us for the mistake, telling us it doesn’t matter, then calling our emails «annoying» and «incessant», and telling us that he «undercharges» us (I can only assume he meant to communicate we weren’t worth his time). To this point, he never told us he undercharges us. Each time we have simply asked «What do I owe», and he told us. He then said he would «pass» on finishing our taxes and told us to find someone else.
Very unprofessional.

I had used David’s accounting services in the past for my individual returns which he always handled well for me. I recently switched my companies payroll over to him which turned out to be a nightmare. The employees werent paid when they should have been, one direct deposit never hit but was deducted from our business account and have not been able to reach him or any staff members to research it .
When I advised that Id like to move my payroll back to paychex due to the unfortunate error but would leave the accounting services with him instead of tying to rectify the situation or speak with me to discuss he left a voicemail at my office stating that he was terminating the relationship if I was going to act that way the first time there was a mistake and that it wasnt worth his time to do our accounting if we werent also doing payroll and that he had quoted us a cheaper price because we were doing both services. He also blamed me for providing hours and wages on Tuesday for a Thursday payroll however my part timers hours vary and cant predict how many hours they will work a week in advance. Paychex I was able to call in the day before our employees were paid. I found it to be one of the most offensive unprofessional experiences I have ever encountered. I terminated my existing contracts to move over to his company and now I am in limbo with my businesses accounting and payroll scrambling to find a solution. Very disappointed.