Prior to 2015, when it came to our personal and small business tax accounting, my husband and I always thought we had a handle on things. In fact, we both have technical backgrounds and we invested in expensive software to help us manage the process.

Last year we decided to have David give our records a second look. He spent time learning about us and our overall financial situation, made some key recommendations, and helped us clean up mistakes we had made repeatedly in years past. He is proactive and a careful listener, taking into account our plans for the future as he gives his advice. I will never again attempt DIY accounting now that I've seen the value a competent professional can bring!