Services Offered
Tax Preparation & Filing
Comprehensive tax services for personal and business returns, ensuring accuracy and maximizing deductions.
Tax Strategy & Planning
Proactive financial guidance to optimize tax outcomes and support long-term business and personal goals.
Business Consulting
Expert advice on financial management, growth strategies, and operational efficiency for business owners.
Payroll Services
Reliable payroll processing and management to streamline operations and ensure compliance.
IT Support & Tech Solutions
Additional assistance with technology issues, enhancing business productivity and security.
Reviews
5(5 reviews)
Rating Distribution
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Nick Lucarelli
via Google
2 months ago
The Team at David Terry and Associates provide excellent Tax planning and preparation. Hiring them for my payroll service is the best thing I ever did. They are readily available to answer questions and advise. I highly recommend these local professionals.
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Joe Jonesvia Google
2 months ago
Easy five star review in a profession that you really have to earn them. Terry & Associates are fantastic partners, they are responsive, knowledgeable, and truly invested in our success. They handle our personal and businesses taxes with clarity, professionalism, and genuine care. Whether it’s tax strategy, filings, or broader financial guidance, they deliver. We’re grateful to have them in our corner.
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Ashley Amannvia Google
4 months ago
I can’t say enough good things about Luke at Terry & Associates! From start to finish, he was professional, patient, and incredibly knowledgeable. He makes every step of the process feel easy and stress-free, and you can tell he genuinely cares about doing what’s best for his clients. Luke takes the time to answer questions, explain things clearly, and make sure you feel confident in every decision. His communication is excellent, his work ethic is unmatched, and his customer service is top-tier. If you’re looking for someone who is trustworthy, dependable, and truly great at what he does, Luke at Terry & Associates is your guy. Highly recommend! 👏✨
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George Jostenvia Google
4 months ago
I’ve been a client for several years now. The value David and his team bring is disproportionate to the cost. It’s had an outsized impact in my business and my personal life. I trust them to talk to my front and have my back. I highly recommend Terry & Associates to any business owner, looking for a strong partner in tax strategy and planning.
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Georgia Panarovia Google
4 months ago
I couldn't be more impressed with Terry & Associates! Not only do they handle my accounting with precision and professionalism, but they also go above and beyond to help me with my IT issues — which is rare to find in an accounting firm. Jacob is always responsive, patient, and incredibly knowledgeable. Whether it's a tax question or a tech hiccup, I know I can count on them. Highly recommended for anyone looking for a firm that truly cares and delivers exceptional service! I feel like I am calling a friend ( that knows everything) when I reach out to them. Thank you Jacob and Terry Group.
