Northshore Tax LLC

4.5 (9)
From Mandeville, LA
SinceAugust, 2021

About
Hello, my name is Dave and I am eager to assist with your tax return preparation. When choosing a tax preparer, it is important to select someone who is knowledgeable, honest, experienced, and easily accessible. I have over 40 years of experience in tax preparation, living in 10 different states and utilizing a variety of IRS Forms and Schedules. I have also completed the H&R Block and Liberty tax preparer courses and am currently working as a remote Tax Expert for TurboTax Live.

As an Enrolled Agent, I possess a high level of tax competence and am licensed to practice by the United States government, with unlimited rights of representation before the IRS. I specialize in tax preparation for individuals, partnerships, corporations, estates, trusts, and other entities with tax-reporting requirements. I also advise and represent taxpayers who are being examined by the IRS or are unable to pay taxes, or are trying to avoid or recover penalties.

Over the last 10 years, I have worked independently from my home office, handling over 5,000 tax returns. I am extremely detail-oriented and take the time to research and check each return thoroughly before submission. I keep my prices fair and competitive, with a base price of $195 per year for personal returns and $550 per year for entity returns. Prices may fluctuate based on additional bookkeeping and accounting needs.

My goal is to provide quality service to each of my clients without overwhelming myself with an excessive workload. I enjoy tackling complex tax and financial problems and am committed to satisfying the unique needs of each individual client. If you're interested in learning more about my services, contact me with your last completed tax return, W-2s, 1099s, 1098s, 1095 health care info, SS cards, and driver's licenses.
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Reviews

Service as described 4.9
Communication 4.3
Punctuality 4.2
BR
Brittany R.
Dave provided an outstanding experience! He possesses vast knowledge and ensured the entire process was seamless and hassle-free. I am looking forward to returning next tax season and highly recommend him to individuals in need of tax preparation services.
October 26, 2022
NC
Nicole C.
It was an amazing experience, incredibly comprehensive, and the expert addressed questions that I hadn't even considered yet, while also offering suggestions for the following year!
June 18, 2022
LL
Lauren L.
Dave exhibited a great deal of expertise and was incredibly understanding of our multitude of inquiries regarding our fresh venture. Additionally, he proved to be quite amicable and accommodating. It is certain that we will be engaging his services on a regular basis throughout the year.
January 28, 2022
CN
Christopher N.
I highly recommend Mr. David as he possesses exemplary qualities that make him stand out. Not only did he reach out to me promptly but we met the following day as well. His vast knowledge and positive attitude are especially commendable given how complex taxes can be and the stress they can cause. He welcomed me into his home and efficiently completed the job in no time despite the mess. Furthermore, he has abundant connections with other resources across the USA that he utilizes for problem-solving. Overall, I cannot speak highly enough of him and urge others to seek his services.
December 31, 2021
DW
David W.
The meticulousness and thoroughness of the approach taken were highly valued by me. From the outset, we engaged in a significant exchange of queries that fostered transparency and culminated in an overall smooth encounter. Collectively, our data complemented each other well enough to resolve my specific filing scenario. Many thanks!
September 4, 2021