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David W. Goldner, CPA.


Financial Specialists, Inc. has grown to be a full-service company by helping clients with tax planning and preparation, bookkeeping, and payroll reporting. They are aQuickBooks Professional Advisor and are proud to offer Business Consulting, Investment Counseling and Asset Management as expanded practice areas.
 
David W. Goldner, CPA since the time has provided clients with the unique combination of expertise and service that has become David W. Goldner, CPA trademark. David W. Goldner, CPA holds a quantity in accounting and is enrolled to practice before the Internal Revenue Service.  David W. Goldner, CPA also holds a Series license and has years of experience in the investment field in addition to experience in tax planning and preparation.
 
At David W. Goldner, CPA’s primary focus has remained the same since their established their business. They use their knowledge of the latest tax regulations and the most current technology to reduce client’s year-end tax liability as much as possible. Tax preparation, how ever, is only part of what they do for David W. Goldner, CPA clients. In order to make sure you take advantage of all the tax benefits you are entitled to, they provide tax-planning services tailored for your own personal or business situation.
 
There are many places where you can have your tax forms filled out at the end of the year, but they believe that David W. Goldner, CPA year-round service and on-going tax assistance is what keeps their clients returning to Financial Specialists, Inc. By designing a tax plan for you and evaluating how changes in tax rules or your own situation during the year may affect your tax liability they make actionable recommendations that keep your taxes at the lowest level possible.
 
Everyone in David W. Goldner, CPA office completes all of the annual continuing education requirements in their specialty to stay informed of the most current techniques available to address your Specialists, Inc. concerns.  Though they have added staff and kept abreast of technological advances in order to offer additional services, the operating philosophy of David W. Goldner, CPA has always remained the same.
 
They believe that their customer focus, which is grounded in active listening, thorough analysis, individual planning and accurate work done in a timely fashion results in the most profitable outcome for you and your business.
 
 
 

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