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April 2023
Failed to return calls, failed to send promised materials, did not send a notice of a meeting because "his assistant didn't remember to email it" then didn't show up for the rescheduled meeting because he "forgot his cell phone."
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April 2020
Inquired with Dave to see how much he would charge me to do my taxes. I have a full time job, little freelance income and some investments. He wanted to charge me between $500-$800 and mentioned that he has to charge that much to cover his cost and that I should go elsewhere. Very rude and unprofessional!
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February 2019
David has worked with me and my firm for the last 8 years. These were complicated returns and the accounting solved and explained. He was willing to be helpful and responsive overall. A great guy and a great accountant.