Individual and Family
When your investments extend over multiple industries and jurisdictions, you’ll need advice and services that you and your family can depend on.
Expand Your Wealth and Knowledge with Our Individual and Family Services
We work with business proprietors and families looking to grow their businesses and their own wealth for now and in the future.
Whether you’re looking for accounting covering multiple companies, assurance, or tax services, Joseph I. David CPA, Ltd. has a team of experts to guide you. We spend time and effort in cultivating each client relationship, by being available and communicating effectively throughout the year.
We are also here to save you time and effort so you can focus on what matters most. We can work directly with your attorneys, bankers, or your wealth advisors. We will become your partner and counsel and be ready to step in and give valued advice when needed.
We are committed to acting in your best interests and offer a team approach to meeting your financial needs in the following areas:
Tax
- Complex tax returns
- Multi-state returns
- Net Investment tax
- Primary and secondary residence
- Filing joint or separately
- Planning and year-end tax projections
- Passive Vs. active income
Personal
- Financial planning
- Investment in real estate
- Short-term rental
- SEP / 401K / IRA / Roth conversions
- 529 Qualified tuition plans
- Budgeting and cash flow
- Saving for retirement
Business
- Development of strategies to meet goals
- Internal controls
- Risk assessment
- Budgeting and cash flow
- ERISA retirement plans
- Accounting systems analysis
- Passive Vs. active