I had been looking for a CPA in NYC for over 2 years and had met with many independent CPAs and small firms. As someone in my mid-thirties I was looking to get serious about tax planning and wanted a modern and transparent CPA with whom I could build a meaningful longterm relationship. Fortunately that search ended when I met Dave! I initially did have questions about whether he was too young (especially from viewing his website), but upon meeting him in-person as those hesitations disappeared. I was floored by how knowledgable he was about taxes (especially in relation to the new 2017 tax bill) and how personable he was. We had a broad conversation about finances, taxes, goals, etcâ¦ and I felt so re-assured knowing I was in capable, caring hands. I had him file my 2018 returns and the process was very smooth. Clear instructions. Easy/secure document sharing. Great communication. What I appreciated most was how he really took the time to make sure I understood everything before I filed. We went through every line item and he addressed all my questions. Very satisfied, already referred two close friends and I am looking forward to doing some more long-term tax planning with Dave!