David J Robertson, CPA, P.C.

This was my first year using David's tax return services. I highly recommend him and will definitely be going to him again next year! David was personable, informative, and all around helpful! He was timely with his responses to my e-mails, was easily accessible, and catered to my preferences when it came to uploading documentation to his secure portal. He offered to review my previous years tax returns, which had been done by another provider, for any mistakes, etc. David caught a mistake and completed an addendum which resulted in me obtaining an additional sum from that year's taxes. Positive and helpful experience all around!

I was referred to Dave by a friend and was truly impressed by his services! He was able to turn around my tax return in less than a week and made the process super simple. He responded to my questions in a timely fashion and was a true professional. I would highly recommend Dave and I know that you won’t be disappointed!

David Robertson is a highly skilled professional, very knowledgeable and thorough. He was always available to give advise and answer questions. As a service member of the military I felt that Dave was very helpful with specific questions pertaining to how I needed to file my taxes. I would highly recommend his services, not only is he an expert in what he does, but he also goes above and beyond for his customers. Thank you Dave very much for everything you have done! 🙌

Very good explanation on your tax returns and also very well mannered and very professional. Dave’s areas of expertise are extremely diverse and his knowledge seemingly endless. He has the ability and patience to explain complex financial and tax related issues in a way that makes sense and alleviates anxiety. He made me feel comfortable with asking questions and walked me through the whole process since it was my first time doing contactless tax services. It was extremely convenient and easy to manage anyone can do it even for me who isn’t as tech savvy as the new age kids are. I will 100% return next year and I highly recommend Dave and his services to anyone who is looking for their taxes done without a hassle. 👍🏻

I was recommended David Robertson by someone in my community on NextDoor.com. Things I really appreciated about his service:

- Very responsive: he returned emails very timely.
- Thorough: answered any and all questions I had completely.
- Value: His fees were reasonable.
- Technology: He has an online portal to securely upload documents and correspond. Also our meeting was virtual and was flawless.

David was also able to identify and correct accounting errors made by my previous tax preparer. I am very satisfied with his service.

I normally handle taxes on my own but for 2020 things were a bit above my comfort level. I am living in a new area and began to search for a CPA I could retain long term for future years as well and found David through this process. He was helpful, professional, and understanding of the situation. He helped me to understand what I needed to do and was very clear in every regard. I highly recommend his services, they're both affordable and well done!

David did my taxes. He is very professional, reliable, and fast. He answered all my questions. He responds very quickly to emails and phone calls. I am very pleased with his work. He definitely goes the extra mile! I would be very happy to have David do my accounting work in the future.

Dave Robertson has been doing my taxes for years and would get my highest recommendation. He is professional and always makes sure the quality of his work is perfect. You will never regret working with Dave and enjoy every minute of your relationship with him.

David answered on the first call, didn't judge me or my convoluted tax situation and did an excellent job in a timely manner. He returns calls and texts quickly and never talks down to you. So now I have a tax guy and his name is David J Robertson....5 stars!!!

Working with Dave was a very positive experience. The process to submit documents, sign returns, and pay online is easy and streamlined. Dave turned my taxes around quickly, was responsive and clear throughout the process, and answered all of my questions.

Dave was very knowledgeable, personable and patiently answered our many questions. He also had tips as to how to better organize for next year's taxes. Definitely recommend him!

Fast, friendly and fair! Don’t wait until January to find out what your tax situation will be; Dave helped us prepare early to avoid potential surprises. Recommended for year round accounting support. Thank you 😊

The tax return process was so simple, so quick, and so painless thanks to David's efforts. He was wonderfully responsive and easy to work with. I have no idea why I used Turbotax for so many years. This is far better.

This was our first time working with Dave and we couldn't be happier. He was very knowledge and prompt. He took care of everything, and gave us advice! Highly recommend!

Loved the quick and professional way my taxes were handled during a pandemic environment. Would recommend and plan on using forever.

Prompt, excellent service with great attention to detail. Very knowledgeable and helpful. Glad I found you David!

Simply the best! David is thorough, precise, and extremely knowledgeable. I Would not go anywhere else.

I would highly recommend Dave. Very professional and knowledgeable. Look forward to working with him again in the future!

Extremely happy to find David Robertson CPA. Very knowledgeable and he made this process easy and seamless! Thank you!

Dave is very knowledgeable and happy to answer questions or help in any way!