Fort Lauderdale Individual Tax Preparation
Free Consultation! As stated above, Income Tax Return Preparation. Surprisingly, fast friendly Fort Lauderdale tax return preparation. In other words, easy going, jovial and friendly professional. Therefore, expert CPA tax advice. Lastly, the affordable Fort Lauderdale individual tax return preparation expert.
Zoom and Microsoft team remote support!
Free Canopy cloud storage. Discover how easy remote individual tax preparation can be! Notwithstanding, using your smart phone. Likewise, visit my Fort Lauderdale office. Consequently, I am conveniently located in the Galleria Mall.
Tax Planning
Most importantly, tax minimization! Reduce, minimize or even eliminate income taxes. So, if you hire me I’ll look at last year’s tax return too.
In summary, CPA Tax advice, tax planning and tax minimization. In other words, the Fort Lauderdale fast friendly easy tax preparation.
Trust-Worthy
Notably, I’m a forensic accounting expert. In other words, I am trusted by the courts. Secondarily, I have more education than others. Because I received my MBA from the Fordham Gabelli School of Business. Therefore, I provide great CPA tax advice to minimize taxes. Lastly, I offer affordable Fort Lauderdale income tax return preparation.
Experienced
Most importantly, I have been helping tax clients since 1990. Notably, I work hard. In other words, client satisfaction is priority number one. Above all, I’m committed to continuous lifelong learning. Therefore, I have the right mix of education and experience. As a result, individual income taxes are minimized.
Professional
Primarily, living in the metropolitan area is demanding. Notably, I am patient. In other words, empathy matters. Secondarily, having multiple tax return preparation requirements is tough. Thirdly, CPA tax advice you can rely on. Above all, I’m jovial, friendly and easy going. Lastly, I believe professionalism is listening to clients.
Fort Lauderdale Tax Prep
Firstly, actionable advice. Secondarily, year-round availability. In other words, holistic planning. Thirdly, listening to clients is important. As a result, my South Florida clients get get peace of mind, when they feel heard. As a result, Affordable Fort Lauderdale income tax return preparation.
Individual Tax Return Preparation.
Above all, I am a tax accounting generalist. In addition, I have three tax specializations. Firstly, I work with short term rental hosts. Secondarily, I help international individual executives. So, I help US expats. Additionally. I help foreign nationals visiting the United States. Thirdly, I have big four rental real estate experience. Notably, rental real estate is part of the sub-chapter K of the Internal Revenue Code. Sub-chapter K governs the taxation of partnerships. In other words, the majority of the returns I work with are complex. Often, clients want expert advice about LLC’s. Lucky for me I’m an LLC tax expert. As a result, affordable Fort Lauderdale individual tax return preparation.
Income tax preparation.
I’m easy going, jovial and friendly. In other words, I have soft skills. Therefore, I’m a tax professional who understands their clients. Above all, I make income tax preparation easy. Additionally, I provide fast friendly tax return preparation.
Financial planning
Primarily,
- $450 an hour fee based planning. No commissions or referral fees. Create a financial plan. In other words, tell your investment adviser what to do.
- Which mortgage is better for you? 15 or 30 years? Should you refinance? Would an extra mortgage payment help?
- Which kind of life insurance should you get? Term or permanent?
- Is it better to buy or lease a car?
- Download the free do it yourself simple short term income rental forecast. In other words, it’s a simple excel financial model. Primarily, the workbook is a stating point. Secondarily, financial planning is complex. Lucky for me, I have an MBA. Above all, I value life time learning. So, I went to the Fordham Gabelli School of Business. I was in my early forties when I graduated.
- Above all, those that fail to plan, fail to plan. Certainly, choosing to do nothing is still a plan. Get a second opinion. call 800-705-9968, today. Free consultation.
Professional.
As a matter of fact, I am a South Florida tax professional. Another key point, is that I have an MBA and a CPA. Therefore I have a great working relationship with client professionals.
Above all, the client relationship is vital to success. However, many CPA’s don’t understand people’s relation with money and taxes. In contrast, I start with client focus. In other words, I’m independent. I get the best results. Thus, harmony, synchronicity and trust lead to the best outcome. As a result, easy going jovial and friendly CPA tax advice.
Audit Defense
To clarify, IRS audits aren’t random. Therefore, the IRS selects returns which are most likely to have errors. Most importantly, the IRS has three years to start an audit. Likewise, the government must finish the audit before the three-year statute ends.
More than just income tax return preparation.
As can be seen, I’m a great client advocate. Therefore a great wordsmith. So, I write well when defending my clients. I recommend clients get a tax professional to advocate for them. Lucky for me, I’m a CPA MBA tax professional. Henceforth, the best defense is having good books and records. Therefore, I’m an expert forensic accountant. I earned the forensic accounting designation because accounting and tax preparation is vital. In other words, my clients need me. I provide affordable income tax preparation.
Get a 2nd opinion!
Nobody has a monopoly on individual tax preparation. Certainly not when it comes to the Internal Revenue Code.
Above all, I recommend you get a 2nd opinion. Call 954-686-6250
Tax Filing Headaches? | Get Relief Call 954-686-6250! Today.
Fast friendly income tax return preparation.
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Located in the Galleria Mall, Fort Lauderdale
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David Weinstein MBA CPA CFE
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For inquiries or requests that require a more personal response. I will make every attempt to respond within 48 hours.