"Terrific to work with and an invaluable partner for our business and personal finances. David has provided expert guidance across everything from small business and personal tax planning to bookkeeping cleanup, budgeting, and QuickBooks training. His responsiveness and attention to detail give us complete confidence that nothing will be missed. He doesn’t just prepare forms — he takes the time to explain strategies, answer questions, and offer proactive advice that has saved us both time and money. Truly a rare combination of expertise, professionalism, and genuine care for his clients."