David R. York, CPA MST focuses on taxation of individuals and businesses in a variety of industries. At David R. York, CPA MST, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
At David R. York, CPA MST, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. David R. York, CPA MST's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. This is accomplished by utilizing a well established referral network to match the right client with the right adviser. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't provide these services as tax is our focus. However, we do have access to the services as we share office space with Binz & Company. They are our in house QB ProAdvisor in the form of a full bookkeeping service firm that operates separately. Having the two businesses as the same location allows us to provide a much higher level of collaboration and service to clients while keeping the fees at a much lower level than most firms. Why pay a CPA for bookkeeping?
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. David R. York, CPA MST can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business by utilizing the in office QB ProAdvisor services available from Binz & Co. This enables us to provide more specialized service at a better price.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, David R. York, CPA MST can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.