Check back for information regarding the opening of our new offices in Salinas and in Milpitas.

Alan R David can help you with all your financial needs. We are prepared and trained to help businesses and individuals.

Don't wait until April 14th to start your tax planning. Many tax decisions need to be made before the end of the current calendar year. Call or email for an appointment today

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Services

Bookkeeping - We can do monthly, quarterly, or annual tax record keeping and reporting. You decide how much help you need.

Taxes - We prepare Individual, Corporate, Partnerships, non-profits, out of state. there is no tax return that we can't prepare. Wouldn't you prefer your taxes were prepared by a professional?

IRS Representation - Don't risk meeting with the IRS on your own. Let a professional represent you.

Financial Planning - We can help you retire and not outlive your income. We can also plan your estate to minimize the bite Uncle Sam will take from your heirs. We're discreet, reasonably priced and prompt.