Dave Tax
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About
Founded in 1988, Dave Tax, located in Newport Beach, CA, is a professional tax consulting firm with over 30 years of experience. Renowned for their expertise in working with high net worth individuals, Dave Tax is dedicated to helping clients maximize savings through all allowable deductions. As an Enrolled Agent, they provide representation before the IRS and offer tax planning services year-round. Known for their superior customer service, Dave Tax has grown from serving 200 customers to over 750 annually. Their reputation? "Simply the best tax man you'll ever have!"
Highlights
37 years in business
Serves Newport Beach , CA
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
No reviews (yet)
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Services offered
Accounting