David Z.
9/12/2023
I was looking to sell one of my businesses and my normal accountant only does the basic tax filings and what I required was more complex. I gave Dave a call and explained my situation. He gave me...
Dave Tax
Closed
(18)
Photos
405 30th St
Newport Beach, CA 92663
Dave Tax, located in Newport Beach, CA, specializes in providing tax services tailored for high net worth individuals with incomes starting at $100,000 and above. The firm is dedicated to understanding their clients' priorities, ensuring they receive personalized and expert tax advice.
With comprehensive services that include business tax deductions and a thorough tax checklist, Dave Tax aims to minimize surprises during tax season while keeping clients informed of important tax law changes. Their experience encompasses various financial situations, including unemployment income, real estate sales, and investment outcomes.
Generated from the website
Also at this address
Reviews
5.018 reviews
Montgomery M.
11/4/2024
I've done business with Dave Tax for decades. In doing do, I can tell he is the most helpful and resourceful provider on my contract list. Dave Tax g goes above and beyond to help you.
Rob M.
3/31/2023
Been using Dave Tax for over 20 years and he runs a great office, is available when you have questions come up during the year, is like able and even mildly entertaining which is a plus when...
Tammy C.
11/30/2022
Dave gives excellent service! He is thorough, knowledgeable and you can tell he truly cares. He returned my call quickly and was able to answer all of my questions regarding an...
Bacon M.
3/12/2021
This is my first time not having simple tax return (W2 only) and Dave was honest, professional, and extremely helpful. He treated me like family and is a delightful gentleman to work with. Thanks...
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.
Partial Data by Foursquare.