I was a do-it-yourself tax filer for 30 years. I felt I could handle my taxes using various popular off the shelf tax software. As I progressed through my career and began to work in multiple states as well as accumulate a diversified portfolio, I knew I was over my head. Fortunately I found David Kolt and put my tax filing in his capable hands. I have been very very pleased with the time and attention he has given me providing tax advice. I would recommend him unconditionally if you need tax services beyond a Form 1040E. Thanks David.

Great at explaining financing even when you repeat yourself multiple times. He helps breakdown the final outcome and ways to help you in the next following year.

David has always been there for questions we have had and his attention to detail and knowledge is fantastic!