Client Testimonials

Here are a few of our happy clients and what they had to say about their experience working with us

 

alan-monica

Alan Monica, PA -Florida Premier Realty in Boynton Beach

I have been working with Dave for over 5 years now.  When  I first met him I was somewhat new in the Real Estate business.  He explained the benefits of incorporating and forming a PA, and explained to me how I could lower my taxes.  As my business has grown he has been with me every step of the way.  I have saved approximately $20,000 in taxes over the past few years by listening to him and implementing his tax plan.  Lastly, whenever I call him (or even my client’s call him) with an accounting or tax question he is always responsive and an accessible.  I am very happy to call him my friend and “Tax Guy”.

 

beth-saifman

 Beth Saifman, PA – Keller Williams in Wellington

I have know David for several years as a friend and neighbor.  Although I knew he was an accountant and tax professional, I only started working with him in 2015.  Last year he helped me open my corporation Beth Saifman, PA.  He explained that as long as I follow the plan he had set forth (which he pretty much did most of the work), I would lower my taxes significantly.  Well, when tax filing time came around I was ecstatic to find out he was right!  Working with David saved me $8,695 last year in taxes!  He has helped a couple of my clients with tax issues on short sales and is always available whenever I call.  Thanks David!

 

michael-botta

 Michael Botta, PA – Exit Realty in Boca Raton

I was referred to Dave in 2014 by my friend who is a real estate attorney.  Thank you Warren!  Since working with Dave I know I have nothing to worry about when it comes to taxes, tax returns and tax filings. He stays on top of everything, contacts me to remind me when I need to do something or provide him with certain information.  It has been smooth sailing, which has allowed me to focus on my customers and earn more commissions.  He explained the benefits of opening a P.A and following his tax plan.  I am happy I listened, in 2015 working with Dave saved me $3,083.

 

cathy-frumenti-real-estate-agent-118256204-190x190

Cathy Frumenti, PA – Florida Premier Realty in Boynton Beach

I love Dave! I have been working with him now for 3 years and he is ALWAYS on top of his game.  He is constantly reminding me of when I need to get any tax related items done.  When I first met him he told me about how I could be saving a lot of money if I would follow his tax plan.  Well, three years later I have saved over $10,000 in taxes.  It’s hard enough being a Realtor, the last thing I need to do is be worrying about taxes and accounting.  Thankfully,                                                    Dave worries about that for me and keeps me on the straight and narrow.