Services Offered
Tax Preparation and Filing
Expert handling of personal and business taxes with timely, accurate filing to maximize deductions and ensure compliance.
Financial Consulting and Strategy
Personalized advice on restructuring finances, optimizing business operations, and implementing efficient financial systems.
Bookkeeping and QuickBooks Setup
Comprehensive bookkeeping services, including QuickBooks setup and training to simplify financial management.
Business Tax Planning
Strategic planning to minimize tax liabilities and improve financial efficiency for long-term business growth.
Personal Tax Education and Support
Responsive guidance and education to help clients understand their taxes and make informed financial decisions.
Reviews
5(5 reviews)
Rating Distribution
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M
Margo Beard
via Google
almost 5 years ago
I absolutely recommend David Kupferman and his team. I needed a lot of tax education and they happily answered all of my questions and were always available and responsive. Not only that, they took what would have been a very complicated tax year for me and made it look so easy. Really efficient and thorough and all I could have asked for. Looking forward to a long relationship!
J
Jennifer Mackleyvia Google
almost 5 years ago
We just had our taxes done for the first time by David's firm and are very pleased. The whole team was incredibly responsive and our taxes are done earlier than they ever have been. Would recommend them without reservation!
J
Jordan Deschamps-Bralyvia Google
almost 6 years ago
David is a thoughtful detail oriented CPA who is as much a partner to your business rather than just strictly a CPA. We can't thank he and Allan and Ada enough. Highly recommend.
I
Isabelle Grottevia Google
about 6 years ago
I cannot recommend David and his team enough. He literally helped me save thousands of dollars by having a hard look at my personal and business finances and helped restructure everything in a more efficient way.
J
Joseph Carpentervia Google
over 8 years ago
David and his team are extremely professional, likeable and genuinely care about me. They have set me up with QB and are showing me the ropes through a series of training meetings using simple explanations and practical tools.
