Florida Institute of Certified Public Accountants National Association of Tax PRofessionals
About P&L Financial & Tax, Inc.
Certified Public Accountant with broad experience in all aspects of taxes, investing, accounting, auditing and financial management. Direct experience with federal and state income taxes, retirement planning, general accounting, human resources, risk management, and payroll.
Specialties: In addition to CPA licenses in Florida and Illinois Dave holds Series 7 and 66 Securities Licenses. Webmaster for multiple websites.
Dave is President of P&L Financial & Tax, Inc. which provides Quality Personal Service. Our goal is to work with clients to help them meet their personal financial goals. It is our belief that the Lord has entrusted us with talents and skills to be used to help others in the financial area.
Dave is licensed to practice as a Florida and Illinois CPA and is a member in good standing of The Florida Institute of CPAs, Illinois CPA Society and former President of the IL CPA Society - Chicago South Chapter.
Focus: Full Service CPA. Works with clients in all aspects of their financial life; including tax, and other financial needs.
I offer tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with HD Vest Investment Services(SM). In addition to preparing and filing your tax return, I can help develop an investment plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social policy for more information.
