a one hour, in-depth value sessions to answer all of your business and personal financial questions. From corporate filings to tax deductions to maximizing your annual returns - David peels back the layers of the financial services industry and breaks down the strategies YOU NEED TO KNOW.
Easily schedule and pay for your session online during a time convenient for you
Submit your current status and questions, concerns or pain points so David can prepare the information you want to know
Sign on in a quiet, low distraction area as this will be an in depth, strategic conversation for you, your business and your future
Bring a pad and paper and lots of it. Take notes, write down questions, and document the answers to the questions you've been having
It pays to ASK ME ANYTHING. For a limited time, I am applying 10% of your Q&A session to any monthly retainer or discount on any service booked with us after your session. Additionally, you will get a free copy of my book - How To Claim Tax Deductions Like a Boss with every session!
Get a free copy of How to Claim Tax Deductions Like a Boss eBook with every session
Receive the best rates on all tax preparation, planning and consulting services
Apply 10% of your fee to any monthly service booked within 90 days of your session.
As an entrepreneur, juggling multiple businesses and launching my own brand, David was able to explain the strategies that keep wealthy people in business! We were never taught this information in school so having an expert break it all down has been life changing.
David helped me get a clear financial picture of my businesses, tools to track my revenue and expenses and helped create a strategic tax plan for the coming year.
As a new business owner, leaving my corporate position, David's practical session helped answer alot of the questions and concerns I had concerning my taxes, deductions, planning and transitioning. This is a must for a any new business owner.