About Us
Dave & Associates, Inc. provides a broad range of financial, tax, and accounting services to individuals, small businesses, and other organizations. Their offerings for individuals include personal financial planning, retirement planning, estate planning, elder care support, and wealth management, helping clients organize and plan various aspects of their financial lives. The firm also provides business services such as small business accounting, bookkeeping, payroll support, part-time CFO services, audits, cash flow management, business valuation, and advisory support to help business owners address ongoing financial needs and operational challenges.
In addition, the firm offers comprehensive tax services for both individuals and businesses, including individual and business tax preparation, tax planning, estate and trust tax services, cryptocurrency accounting, and tax relief assistance for issues such as IRS audits, back taxes, liens, and wage garnishment. They also provide support for QuickBooks users, including setup, training, tune-ups, and answers to software questions. These services are structured to assist clients with important accounting tasks and recordkeeping needs.
