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TAX, ACCOUNTING & BOOKKEEPING FOR INDIVIDUALS & BUSINESSES
What Our Clients Say
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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
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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
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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
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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
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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
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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
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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
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