TAX, ACCOUNTING & BOOKKEEPING FOR INDIVIDUALS & BUSINESSES

What Our Clients Say

David and team are incredibly knowledgeable, efficient, responsive, and go above and beyond!  I reached out to David based on a referral from a colleague and friend who calls him a “tax geek”.  Still, I expected professional, yet standard service.  Instead, David let me know there were mistakes in my last several years of returns based on some nuances which had been missed by a previous tax preparer.  Instead of owing taxes as I have the past few years, I ended up receiving a large refund!  I cannot thank David enough and have since referred his services to several friends.

Tiffany, Pharma

David is deeply knowledgeable, astoundingly helpful, marvelously efficient and an absolute blast to work with, for someone who was as phobic of personal finance and taxes as I was. He kindly and patiently answered every one of my clueless questions and left me feeling well-informed, well-supported and in control. For making taxes go down with many a spoonful of sugar, he has my most enthusiastic recommendation!

Grace, Health Research

I rely on David Spencer for solid advice on all things financial. Sharp as they come, encyclopedic knowledge, comprehensive care, and mad chops for individualizing a strategy that can bring your financial well-being to a whole new level—if you comply with his advisement.  And if you stall, he will nag you, with wit. Yes, you read that right, a tax attorney that can save you from yourself while making you smile. Your search is over.

Roxiene, Real Estate

Dealing with tax-issues is never fun, but David made the process as painless and straight-forward as possible. David has a deep understanding of US and foreign tax-issues, is very responsive to questions, explains issues very clearly, provides thoughtful advice, always prompt, and a great value. I spoke with 4 other tax lawyers before deciding on David and very glad I decided to work with him. We have worked together twice so far, and will continue to reach out to him in the coming years.

Omar, Data Analytics

Obstacles do not deter David. He made a complex process understandable and, most importantly, winnable. He solved a 4-year-old tax overcharge, on 8-year-old international stock sale, via a brokerage that had been sold twice since then. Thousands of dollars came back to me. Plus David made it happen in half the time expected. 

Diane, Tech Marketing

I started working with David about two years ago. He has been so helpful in resolving tax related issues and beyond. He is very detail oriented, patient and effective. I would definitely recommend his services as he is the best tax attorney (sometimes accountant) that I have used.

Marie-Lise, Jewelry Design

David and I worked together during the financial crisis. The work involved intricate questions of international taxation, regulatory capital and valuation of highly-structured financial instruments, and David kept abreast of all of the moving pieces in several countries and stayed calm during those turbulent times.

Eamonn, Performance Management