David (who is a CPA and PhD) has been filing my taxes for 10+ years and also advised me during a layoff/retirement package deal; I have to say, as we all did over the past few years I lost money but less than many of my friends and now I’m in pretty good shape going forward. What impresses me most is that he treats his clients as if they are members of his family . . . very caring, concerned, interested. It doesn’t get any better