David M. Kaufmann, CPA

"David Kaufmann CPA is five stars plus! My 25-plus years business relationship with Mr. Kaufmann has been one of exceptional customer service, integrity, and the epitome of professionalism. Mr. Kaufmann always makes the process "simple" for me as he lays out instructions to complete the task at hand!"

"I needed to file a one-time 1041 for my late sister's estate. I tried doing it myself but it was confusing. I couldn't find anyone locally who knew anything about it. The best information I could find on the 1041 was Dave's website. I hired him to file this form and all the other forms that go with it. He set up a fiscal year so I only have to do this once. The big surprise was a large capital loss he found that more than paid his fee! Highly recommended."

"In search of getting some trust questions answered I called Mr Kaufmann and was fortunate to speak with him directly. Mr Kaufmann was very friendly, helpful and informative and offered further assistance if needed. Not only was I appreciative of his assistance but I was extremely impressed by his patience and willingness to help me understand the information he was providing. Thank you Mr Kaufmann!"

"Mr. Kaufmann agreed to take on a fairly complicated estate income tax for me so that I could settle my mothers estate with my two siblings. Mr. Kaufmann's expertise in this type of tax situation was very apparent. Not only was he extremely professional, but he really took the time to explain how the taxes would be filed and what we should expect. The paperwork that Mr. Kaufmann gave back to me was very well organized and very professional, and even included a thumb drive with all my documents on it. I would highly recommend Mr. Kaufmann's services, especially in trust and/or estate matters."

"My husband and I have had Dave Kaufmann as our accountant for many years. We feel very fortunate to have his council and advice during tax season, as well as other times of the year when we have needed him. Dave is very organized, which helps me be more organized. He is very knowledgeable and clear in his explanations of tax laws that get more complex and seem to change every year. He understands that the tax preparation process can be confusing, and he is patient and kind. My husband and I highly recommend Dave. He will exceed your expectations."