David's Accounting & Financial Services

from Moorestown, NJmember since January, 2022
Rate: Price by request
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I have undergone extensive tax training focused on IRS regulations, tax preparation, and managing challenging client-IRS situations, which amounts to more than 250 hours.

Over the course of two decades, I have honed my financial expertise, including managing risk compliance, handling accounts payable/receivable, HR, and IT functions, among other skills, benefiting businesses in various capacities.

Helping people with their taxes is my passion, and I strive to create a peaceful experience for them, especially when they are experiencing stress.

In the business realm, I immerse myself in the company's culture and proactively make decisions to elevate its operations.

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Service Reviews


63 reviews

Service as described
Kyle W.
Initially, I had reservations about selecting an accountant through CrackerJack... However, David proved to be an expert in his field, exhibiting professionalism and excellent knowledge. He treated me kindly, making me feel comfortable with my tax situation and never once judging my tendency to procrastinate. Despite being several years behind on my taxes, David caught me up to date without making me feel ashamed. He also provided fantastic advice on managing my finances to make my life easier. Booking an appointment with David was hassle-free, and he always promptly answered any inquiries I had. Throughout the process, he kept me informed and even completed the task earlier than expected. I highly recommend David's services and consider him an exceptional accountant.
March 8, 2023
David B.
Dave's responsiveness and eagerness to assist with my predicament were exceptional. In addition to addressing my immediate concern, he went above and beyond by examining my other QuickBooks accounts and offering suggestions on how to tidy up various items. I am grateful for his assistance.
June 6, 2022
Daniel T.
With my hectic schedule, Davis was both professional and understanding. He answered any tax-related queries we had in a timely manner. His years of expertise aided us in obtaining more than we had anticipated on our returns. For all of your tax requirements, I strongly recommend him.
June 1, 2022
Stephanie N.
David impressed me as a remarkable individual, displaying friendliness and professionalism that greatly helped my wife and me navigate our tax concerns. It's evident that David is highly knowledgeable in his field, and I have no doubt I will use him again in the future. Without a doubt, he's our go-to person.
April 29, 2022
Emily H.
David provides outstanding service from beginning to end! Prior to my appointment, I texted him numerous questions, and he patiently answered all of them! Since my husband established his own business, we had many inquiries, and David's extensive knowledge made us feel reassured and confident. If you're searching for a knowledgeable, personable, and approachable person, I strongly recommend David!
April 22, 2022