Ask Dave.
I'll tell you the number your accountant won't. Tax strategy, business growth, investing, and real estate — straight talk, real math.
Business & Money
“I'll tell you the number your accountant won't. Tax strategy, business growth, investing, and real estate — straight talk, real math.”
Six areas of expertise
Dave covers these in depth. Pick one to get started, or just ask your question — Dave will figure out the rest.
Tax
Federal & state tax strategy, deductions, credits, SALT, retirement accounts, and recent law changes.
“How does the OBBBA change my 2026 tax picture?”
Business Strategy
Entity structure, startup strategy, scaling, partnerships, and business growth.
“Should I form an LLC or S-Corp?”
Finance
Personal finance, budgeting, debt management, savings strategy, and financial planning.
“How much should I save for an emergency fund?”
Investing
Portfolio strategy, asset allocation, market analysis, and long-term wealth building.
“How should I allocate my 401k in 2026?”
Real Estate
Real estate investing, property analysis, rental income, 1031 exchanges, and building wealth through property.
“How do I analyze a rental property deal?”
Accounting
Bookkeeping, financial statements, cash flow, payroll, and accounting best practices.
“How do I read a profit and loss statement?”
