Beneficial Owner Information Report

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!

Went through a few accountants before I found David. He is very knowledgeable, cost efficient and extremely attentive to all of my tax needs. Through my countless tax questions, David... read more has been able to answer all my questions and put me at ease with my finances.

Came to David because I was months behind on filing my taxes and I frankly had no idea what I was doing. After a brief initial phone call all of... read more our correspondence was conveniently done via email with David responding very promptly and answering any and all questions very patiently. Very happy with the services provided, will be using him again.

David Beck is the absolute best at what he does. This firm is highly recommended, because it is a very personable experience. David and his team go out of... read more their way to answer any questions one may have. They provide thorough and correct information to you when needed and will answer any questions. Do not hesitate to have your finances managed by David Beck CPA, his expertise will assist you in the future for proper management and growth of your assests, be it personal or corporate income.

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 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 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.

He is really amazing and knowledgeable professional. We will work with him again for sure. David is trustworthy, honest and has a high skills of understanding clients need. Truly... read more one of a kind. I would like to recommend him to anybody who is seeking for real professional. I will continue to work with David in any and all my tax needs.

David was very responsive. Was able to get the final documents filed within less than 4 days. Thanks for all your help. Highly recommend.

David is wonderful to work with! Very professional, courteous and knowledgeable. He always takes the time to answer any questions I may have and does a great job on our... read more taxes. This is our second year with David and we look forward to many more. Thank you.

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.

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.

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 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!

I cannot thank David enough for his help through my tax issue. From the start, his assistant Bryan was helpful and professional. He put me in touch with David via... read more email. David responded promptly and after a few email exchanges I had all of the information I needed to make an informed decision. The tax laws should be so complicated but unfortunately they are. I'm glad David was there to offer assistance and guidance.

Have only good things to say about this professional. David kept me informed about what information he needed from me and what i should be paying in taxes throughout the... read more year. His staff were nothing but kind and I am certain that I will keep using him for my taxes for years to come.

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.

David is absolutely amazing! We had a rather complicated tax situation that was worsened by the previous year’s inadequate tax preparation, but he worked through two years of taxes in... read more just a few days. He was extremely engaging and responsive yet thorough and meticulous, making the whole process so much less painful than I imagined... and he saved us thousands! You truly get what you pay for and he gets our highest recommendation!

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 is great! My partner and I have worked with him for the past couple of years and have grown to trust him a great deal. He is responsive and... read more makes us feel like we are his number one priority. I would highly recommend him if you are looking for a CPA with superior integrity and the interests of his clients in mind.

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

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!

I have been doing my taxes for years but this year needed a CPA. After talking to a number of experts, I chose David Beck after talking to him on... read more the phone a few times. The experience with his work and expertise was perfect. David stressed he would only do what his profession allowed and always to the highest standards. I guess the question is would I use him again. The answer is yes. I was completely satisfied with his work and he took the time to walk though the entire return including what is allowed under the new covid rules. I have no reservation in recommending him for your return or CPA needs.

February 14, 2022 David Beck is a fantastic CPA! I’m immensely grateful for his tax law knowledge and his filing expertise. Last year, after my mother passed away, my tax situation... read more turned very complex. Currently, I need a CPA well-versed in estates and trusts. Mr. Beck was one of 3 CPAs I researched and consulted. I found that he’s clearly the most qualified, responsible, and dedicated. I also appreciate his methods of operation. Firstly, Mr. Beck charges a flat fee for each tax return I must file. The other accountants gave me ballpark estimates that were alarmingly steep. Conversely, Mr. Beck’s fees are reasonable. I’m also thankful for Mr. Beck’s weekend hours, ideal for my husband and me. Moreover, during my first contact, Mr. Beck immediately put me at ease. I found him calm, attentive, kind, and well-versed in my tax matters and concerns. When emailing questions to Mr. Beck, you can rely on him for timely answers. Plus, in all his communications, you feel his genuine concern for clients. His responsiveness is proof. So, from my experience, Mr. Beck is an upstanding CPA. He has my utmost confidence. I recommend him wholeheartedly!

Easy to work with, reasonably priced, quick and very clear on what he needs to get the job done. The whole experience from start to finish was very buttoned up.... read more He answered all my crazy questions and made a process that is normally scary to me very simple and easy.

David answered all my questions almost immediately. He is very knowledgeable. I felt in good hands.

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.

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

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!

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.

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

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!

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!

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.