Beneficial Owner Information Report

Great service! David is responsive, fast, and efficient. He did a great job helping me understand my taxes. He got me a refund that I wasn't even expecting. His knowledge... read more and experience with taxes are what makes him so effective. I'd 110% recommend David to friends and colleagues.

I received the BEST service. David was the penultimate professional and was very responsive when I needed him to be. The whole process (I had to scan and send forms... read more since I was out of state) was super easy.

David is very professional, responsive, and always manages a great return for me. In addition, David reviewed a tax penalty from a previous return and saved me significant money in... read more penalties. I highly recommend David for any tax needs!

I had a CPA for 15 years, who retired. I had to find a new CPA and read reviews on David Beck and thought I will give him a... read more try. I am so happy I did. He is very knowledgeable about small business taxes, quick to respond and explains ways to help you save on taxes. I promise you will not be disappointed.

Super efficient, great communication & very knowledgeable. Booked my next year’s tax preparation immediately thereafter. Highly recommended!

My partner and I required a one-off CPA letter for personal reasons and David was quick to respond with a competitive quote. He quickly provided a document portal followed by... read more a draft letter for review well ahead of the requested timeframe. We really appreciated the fully online approach that David provided and will be sure to return if additional CPA needs arise in the future.

I was so happy to have found David Beck to do my 2020 tax returns. Working remotely was ideal given the current pandemic and David and his team were... read more very responsive and knowledgeable. I look forward to working with David on future tax returns for many years to come. Thank you, David for making the process so easy.

Very happy I found him to help me with my taxes. He was always available to talk on the phone and he responded to all my emails almost immediately.... read more Furthermore, he was able to answer any questions I had and conveyed everything so it was very easy for me to understand. Would definitely recommend!

I reached out David blindly based on reading good reviews because I needed help addressing an issue with the IRS regarding a past filing. David was very responsive and... read more immediately understood my issue and how to resolve it. David's overall process is very professional and secure and can be managed remotely (as I did). After resolving this issue, I asked David to amend a couple past returns. I've now decided to start using David instead of TurboTax to do complete my taxes so I don't have to worry about fixing issues down the road.

David is extremely knowledgeable and responsive. Whenever I had any questions or concerns, he addressed them quickly and decisively. I would absolutely recommend his services.

After a crazy year of unemployment due to Covid, David Beck was able to get use the max tax refund. I will continue to use David Beck CPA for all... read more my tax needs. He and his team are good at what they do and they were able to review and turn in my tax return once I had everything uploaded to their secured portal. I highly recommend them.

David and his team have been a great help in filing our taxes and I can highly recommend him. We engaged him for amending our 2018 tax filing and he... read more was able to identify large savings vs our TurboTax filing turning a notification of late payment into a tax refund. We again used him for our 2020 tax filing. He is very responsive and efficient, delivering the returns with minimal input needed.

I file as a 1099 with my taxes, It was time to take care of them. I don't make quick decisions when it can have a negative impact on... read more my life if I choose quickly or based on price. As we all think I want the best value for my dollar. That doesn't always equate to the lowest price. I narrowed the field to a select few. Then realized what I do for a living and I'm not always the cheapest nor will I be. It's about doing what's right being able to trust who you work with. I tell people all day long, if you find anyone in a field you need service and can trust them, you keep them! I need someone I can trust in their field and knows what they are doing, a professional. Along with service and someone that will do their best. Back to the old saying you get what you pay for. I chose David, I'm so glad I did! he has a lifelong customer and everyone in my office has his information now! After he completed all I asked of him I'm still in shock & disbelief on how fast he took care of everything I asked! Absolutely hands down the best choice I could have made!

David was fantastic with my taxes. He was professional and highly responsive throughout the process. Importantly, he was able to clearly explain the nuances of my taxes to me, someone... read more who’s not the best with taxes despite having an overly complicated return. I’m glad to have found his firm and will hopefully be using him for years to come.

This was my first time using a CPA rather than using in home software to do my taxes. David was awesome. The process was very quick and simple. He was... read more also very quick to respond to to any questions asked. I will definitely be returning next year!

David was awesome. I relocated from the East Coast, and needed someone back on the East Coast to help me prepare my taxes. David was responsive, knowledgeable,... read more incredibly patient with me, and most importantly sorted out my taxes with accuracy. I will need him again next year, and highly recommend David without hesitation.

I am very pleased and happy I found David to help my brother Ricardo with his taxes. David is very professional, Trustworthy, and knowledgeable he responded to... read more all of our questions promptly. I am recommending my family and friends to David for any accounting and tax matters. David, you did an excellent job. Thank you. Ana and Ricardo.

David and his team are wonderful. Easy to deal and communicate with, VERY timely, and he does a stellar job. I’d highly recommend him! Thank you David for such great work!... read more Very few CPA’s like him.

The best! Honest, straightforward and easy to work with. David’s process is quick, and accurate each time. I’m so glad I found him.

David Beck is one of a kind. He has helped me launch my business and I was able to save a significant amount of money in taxes this year!... read more He is incredibly responsive, and I highly recommend his services. Would give 100 stars if google gave me the option! Thank you David!

They made entire process easy. David is on top of all the recent tax laws and changes. David Beck and his office staff are professional and very responsive. I will... read more use this business again.

I was in a pretty bad place financially when it came to back taxes I owed and neglected to file. I was embarrassed and nervous about my situation. I am... read more very glad I discovered David. David and his team could not have made it any smoother. They made the process of filing 3 years of back taxes effortless. I highly recommend.

David is very conscientious and really knows his stuff. He works diligently and makes himself available whenever I have a question. He’s easy to work with and has a pleasant... read more demeanor. I would definitely recommend him for your accounting needs.

Great person, great job! Easy and stress-free! I have a very complicated job in two countries and David Beck helped me with my US tax report with ease and in a... read more very short time span! Thank you David!

David and team were extremely professional and handled my relatively complicated domestic / international taxes with ease. They followed up with me to keep me on track and were always... read more helpful. Can't wait to work with them again

David is great! Thorough, fast response to questions, and breaks down things in plain English for my elementary level understanding of taxes. Would highly recommend.

Best experience ever. I thought I was going to be presented with a hefty tax bill. David was able to minimize that burden by a lot. Very knowledgeable and absolutely... read more worth every penny!

If you need a no hassle relationship a get it done type of attitude a no excuse and results first type of person. You found it with this guy! Boom... read more this guy is amazing at his job! Thank you for all you do!

David Beck CPA was professional, responsive, and a very seamless process. It was the first time I worked with David and his team and my experience was a total 5-star. The... read more team explained the questions I had, was prompt with responses, and very organized with the way they handled the tax prep. I do wish I received a little more advise on areas I can optimize tax liabilities or tax strategies, but wasn't sure if that was a more tailored service beyond tax prep. All in all, definitely recommend!

David is top notch. I spent years filing my own taxes and/or using traditional brick and mortar institutions. After I received a blindsided, huge tax bill 6 months... read more after filing with an institution, I searched online for a competent CPA ASAP. Thankfully, I found David and he found major errors that company made on my taxes that year and 2 years prior. He saved me over 15k. I will continue to use David and recommend him highly. This guy is a gem!

Last year, I initially hired David to help with abating a penalty for my business payroll setup. I found him through Thumbtack, and we've never met in person or... read more even spoken on the phone. At first this seemed a bit odd, but I realize now in retrospect this is so much more efficient. He helped me resolve the payroll issue and get rid of a $1000 NY State penalty. So I hired him again to help with my business taxes last year, as well as this year. This year I also hired David to do our individual tax return. Working with him and his team is great. Very responsive, quick turnarounds, and genuinely wants to help make sure I don't miss any deadlines, etc. I've worked with other CPAs in the past, and the difference is David gets things done. He doesn't drag things out to continue charging you, instead he sends you a fixed proposal, so you know up front how much a specific task will cost. I really like his approach and the tools he uses to manage files, etc. Very streamlined. I highly recommend working with him for business and personal taxes. I'll continue to work with him for many more years.

David Beck is the best CPA we have ever worked with. He replies very quickly and professionally to requests and everything is always very clear and he makes processes run... read more smoothly. We strongly recommend him to anyone who needs help with their tax return. His service is outstanding.

David is a great CPA and was able to straighten out several years of my taxes in a short period of time. Moving forward, David is now preparing my taxes.... read more He is very responsive and pleasure to work with. I highly recommend him.

David is the best CPA. Efficient, reliable, knowledgeable and ethical are some of the many qualities of his work. He has filed my taxes for the last 4 years and every... read more time is a smooth process. Thank you! I highly recommend his services to anyone.

David is a great CPA and was able to straighten out several years of my taxes in a short period of time. Moving forward, David is now preparing my taxes.... read more He is very responsive and pleasure to work with. I highly recommend him.

David was personable, a good value, and very efficient. Very much made my life easier this year despite complicated taxes.