-
August 2023 by Marie Huber
David does our small business taxes and my personal taxes and he's just fantastic. Quick, efficient, good value, and knows exactly what he's doing. We've been delighted with his services for 6 years, and plan to stick with him for many more to come.
-
May 2023 by Helen Miller
Dave was extremely friendly and helpful, efficient, professional and patient. I learned so much about doing the taxes for my small business that I'm not sure I will need any assistance going forward. On second thought, I will definitely be working with Dave on my taxes next year, and the year after that, etc.Just following up. Another year, another tax season: Dave and his team just get faster and easier to work with, if that were possible! They are detail-oriented and efficient year after year.
-
April 2023 by James Swetnam
I've been working with Dave for several years now. He and his staff have been incredibly helpful and easy to work with, phenomenally responsive, and very patient with my questions. They've artfully dealt with questions about multiple state returns, moves, and stock sales in various jurisdictions. Highly recommend Dave Miller CPA!
-
April 2023 by Brendan Shea
Dave could not have been easier to work with. We had a complicated tax year including a cross-country move and home sale and he completely put us at ease from the initial conversation onward. Dave and his team were highly communicative and ensured that everything was filed on time even though I was receiving forms all the way through late March. Can't recommend his services highly enough!
-
March 2023 by Jessica Maposa
Worked with Dave this year for a consult and tax prep. Wonderful experience all around. Dave and his team could not have been more communicative, thorough, and responsive. I also appreciated the proactive tax planning tips he shared throughout the year. Looking forward to working the team moving forward + referring new customers :)
-
March 2023 by Kathryn Jiang
Dave is excellent! Super fast turnaround, from initial reach out on his website to draft tax returns in 2 weeks. He's incredibly organized, professional, and responsive to questions. I used tax preparation software for years and then decided to find someone to help with multi-state withholdings and will be using Dave for years to come.
-
March 2023 by Bryan Dsouza
This is the first year I connected with Dave to do our taxes. Perfection is an understatement in how thorough his work is, and his entire team (shoutout to Liam) shares this principle. Dave is extremely knowledgeable and knows tax laws in depth. His guidance is always spot on and he builds trust. Cannot say enough good things about this first experience with him (first of many). If you want a CPA who understands the intricacies of taxes but also takes the effort to understand your situation in depth, then look no further. Dave is it.
-
February 2023 by Rebecca Popp
I’ve been working with Dave the past 4 years and he has been an amazing help. He’s organized, thorough, and quick to respond with any questions I have or to make recommendations. I love knowing my tax season will be low stress, all I have to do is send my documents and he’s quick to process my return. I can’t recommend enough!
-
October 2022 by Richard Rorty
Outstanding! Our previous tax preparer retired and we needed someone new, especially because we had significant unexpected income this year. David was patient, understanding, and taught us a good deal about options that we knew nothing about and that our previous preparer apparently did not know or did not care to tell us about. The result is that we will save a lot of money and will file out 2022 taxes with a good deal more confidence. Highly recommend!
-
September 2022 by Joe Kenneally
David is the GOAT. He has helped my family navigate multiple complex tax scenarios over the years with ease and a friendly style. I love working with him! Highly, high recommend you work with David Miller for all your tax needs.
-
September 2022 by Adam Granger
We love working with Dave, he is efficient and responsive and always does an excellent job on our taxes
-
April 2022 by Ashley F.
Dave actually deserves 6 out of 5 stars--he is awesome to work with! He has an incredible breadth of knowledge that far exceeds anyone I have ever worked with. I've had many tax preparers over the years, but none as smart as Dave. He is responsive, generous with his time, and sends helpful reminders to keep me on track. All correspondence and filing is electronic, which is nice. Who wants a bunch of tax folders lying around the house for a decade? I trust the advice he gives, and he navigates with ease around my sometimes complicated tax matters. I'm grateful I found him, and I think you will be too.
-
April 2022 by Monica Wang
Dave has been doing my taxes for the past 5 years. He sends clear communication and tools far in advance of the busy tax season, including tips towards the end of each year to maximize on tax savings and deductions. When I have questions throughout the year, I reach out to Dave as well as my financial advisor, and the two of them work well together to explain concepts to me in an easy-to-understand format.Everything is electronic, which is great for paper reduction and convenience for me.
-
February 2022 by Valentino F
I have used David as the CPA for the past 2 or so years and I can tell you from my experience that this is not a reliable CPA if you are running a business. They do not respond in a timely manner sometimes takes even 3-4 days to do so. Last year they have missed to notice some duplicates tax forms and the IRS is now sending us penalties and creating issues for us.If you can stay away from this CPA and search for amore reliable company he is definitely not one of them!
-
November 2021 by Helen Nooy-Strand
Dave was extremely friendly and helpful, efficient, professional and patient. I learned so much about doing the taxes for my small business that I'm not sure I will need any assistance going forward. On second thought, I will definitely be working with Dave on my taxes next year, and the year after that, etc.