Based on 7 reviews
Dave Tax is a professional tax consulting firm located at 405 30th Street in Newport Beach, California, specializing in tax preparation for high net worth individuals with income starting at $100,000 and up.
Recent Trustburn reviews from 2023 show a 4.7 out of 5 rating from 7 customers, with the majority praising the team's professionalism, expertise, and ability to provide tailored advice that saved clients money.
Many reviewers highlight the team's friendly and knowledgeable approach, noting they go above and beyond to ensure a stress-free filing experience while answering all client questions thoroughly.
The firm's website explicitly mentions that unemployment income, overtime pay, and tip income are not taxable, while automobile loan interest may be deductible, alongside other specific tax impacts.
Clients are informed about upcoming tax deadlines, including the April 15th individual filing deadline and the January 15th payment for the fourth quarter estimated tax.
The firm provides updated information on standard deduction amounts, such as $15,750 for singles and $31,500 for married filers, along with increased SALT tax limits from $10,000 to $40,000.
A new feature mentioned is the potential $1,000 Federal Tax-free grant for children born between 2025 and 2028 under the new Trump Child Account initiative.
The firm offers a user-friendly and informative website at davetax.com that includes sections for tax facts, tips, and news to help clients navigate their financial situation.
The firm is described as the Newport Beach and Orange County premier tax advisor, positioning itself as a local expert for the region.
The firm's address is confirmed as 405 30th Street, Newport Beach, CA 92663-3711, ensuring clients know the exact physical location for in-person consultations.
The firm emphasizes its specialization in working with high net worth individuals, tailoring its services to meet the complex needs of those earning $100,000 or more annually.
The firm's website states that they are still operating from the same location at 405 30th Street, maintaining continuity for their established client base.
You can reach Dave Tax by phone at 19496738299.
Dave Tax has official profiles on Facebook.
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I recently sought tax assistance and was pleasantly surprised by the level of service I received. The team at Dave Tax was highly professional and went above and beyond to ensure my tax filing experience was stress-free. Their expertise and attention to detail were impressive. I would certainly recommend their services.
I had a wonderful experience working with Dave Tax. Their team was friendly, professional, and knowledgeable. They provided excellent service and answered all my questions. I would definitely recommend them to anyone looking for reliable tax assistance.
I had a great experience with Dave Tax. Their professionals are knowledgeable and were able to answer all my questions. They provided excellent service and I highly recommend them to anyone looking for tax assistance.
I had a very positive experience working with a tax company. The professionals were knowledgeable and courteous. They provided me with expert advice and I am extremely satisfied with the results. I highly recommend their services to anyone in need of tax assistance. Their website davetax.com is also very user-friendly and informative.
I had a fantastic experience with Dave Tax. The professionals were extremely helpful and guided me through the entire tax filing process. Their expertise and attention to detail were commendable. I would highly recommend their services to anyone seeking reliable tax assistance.
I had an absolutely amazing experience with Dave Tax. Their expertise and professionalism were unmatched. They took the time to understand my specific tax situation and provided tailored advice that saved me money. I am extremely satisfied and would highly recommend their services.
I recently used the services of a tax company and was very pleased with their expertise. They provided me with accurate advice and saved me a significant amount of money. I would highly recommend their services to anyone in need of tax assistance.
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Dave Tax is a professional tax consulting services company that specialize in tax preparation business.