Individuals

I understand the pressures on family budgets.  I am an expert in family budgeting, finding ways to save money, tax planning and tax return preparation.  Here are some of the services I can provide for you:

  • Tax return preparation – I take pride in providing extensive service that is much more than just cranking out a tax return.
  • Ohio Single Member LLC Formation – Don’t pay an attorney thousands of dollars…there are things you need to do before you actually file for registration to avoid wasting a lot of time and money, and I have a package that includes everything from the Secretary of State & Registration, trademark search, domain name search and registration and more…for a fraction of the cost.
  • Individual/family strategic planning
  • Budgeting
  • Troubled budget workouts


If you would like more information about what we can do for you, if you would like to schedule an initial free consultation, or if you just have a comme
nt or question, please use this form to let us know.  Thank you!

For a complete bio, please see the About page and visit David’s Linked-In Profile here:

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