Everyone’s talking about AI.
Your business is about to put it to work.
Watch a real firm hire an AI team — in 30 minutes.
Trusted Tax & Advisory Services for Individuals, Businesses & Estates
Since 1998, Goldstein & Reyes has guided small businesses, high-income individuals, and estate clients through every IRS curveball — from our Woodland Hills office.
S-Corp election strategy, multi-state nexus, IRS notice resolution. UCLA Anderson MBA. 22 years in practice.
Estate, trust, and high-income individual planning. Cost-segregation studies for real-estate investors. NYU MS in Taxation.
Six things we do exceptionally well.
S-Corporation strategy
Entity selection, election timing, reasonable-compensation analysis, and W-2 vs distribution optimization for owner-operators.
Multi-state & PTET
Nexus planning for clients operating in multiple states. Pass-through entity tax (PTET) elections to recover SALT-cap losses.
Estate, trust & gift planning
Form 706, 709, and trust returns. Working alongside your attorney on succession and wealth transfer.
Real-estate cost segregation
Engineering-based cost-seg studies for property investors. Bonus depreciation modeling and 1031 exchange support.
IRS notice & audit response
Penalty abatement, examination defense, and offer-in-compromise representation. Power of attorney engagements.
Outsourced controller
Monthly close, board-ready reporting, cash-flow forecasting, and QuickBooks oversight for businesses without an in-house CFO.
“Marcus and Elena saved us $42K our first year just by re-electing as an S-Corp. They walked us through every step in plain English. We've been clients for nine years now.”
22500 Ventura Boulevard
Suite 410
Woodland Hills, CA 91364
(818) 555-0142
Monday–Friday · 8am–6pm
Saturday by appointment
Tax season: extended hours
Your Business. Your Firm.
Your Expertise. Your AI.
See what happens when your site grows an AI team that knows your business as well as you do. Toggle above.
The gap between “tried AI” and “AI running in the business” is where we play.
AI that fits your business —
not the other way around.
“You can walk into a company and say, ‘I understand your business… let me show you how to benefit you.’ Every single company needs that.”
He’s describing the job. We’ve built the product.
33M businesses, <1 in 5 use AI
Smaller firms see the largest productivity lift
“Every single company needs that”
Independent reports converge on the same finding: small businesses need AI implementation — not more AI tools.
Drafts. Never sends.
Every AI-generated answer, document, and email routes through a human-review queue. Nothing reaches your client until your team approves it. The AI does the typing; your firm keeps the judgment.
Your client data is never used to train any AI model — ours, Anthropic’s, or anyone else’s. Your prompts and responses stay yours.
Ask the assistant a real question.
Live, streaming, no signup. The same Claude-powered AI engine that shows up branded inside every WithDave for Business pack.
Rate-limited to 5 questions per visitor — enough to get the feel.
Built for the business you actually run.
Each pack is a pre-configured WithDave — advisors, document templates, and compliance context tuned to your industry.
The client-experience and operations layer for CPA firms. Multi-state nexus surfacing, K-1 anomaly detection, weekly estimated-tax recalc, plus client Q&A and engagement letters in your firm's voice. Sits alongside Drake, Lacerte, or Black Ore — doesn't replace them.
The client-experience and operations layer for law firms. Citation-flagged research, e-discovery summarization, intake Q&A, retainer drafting, branded client portal. Sits alongside Microsoft Copilot, Harvey, and your contract-review tools — doesn't replace them.
Voice → SOAP notes, day-before insurance verification, on-demand patient education — plus appointment prep and Q&A. Designed HIPAA-respectful.
Menu AI, demand forecasting, service training simulator — plus reservations, dietary, private events. High volume, low friction.
Daily tax-loss harvesting, estate scenarios in seconds, compliance auto-checks — plus client review prep and quarterly memos. Designed fiduciary-aware.
Also roadmapped: Real Estate · Fitness · Creative Solopreneurs · Therapy · Dentistry · Trades
Sign-up to deployed AI in thirty minutes.
No consultant. No multi-month rollout. No code.
Pick your pack
CPA, Law, Medical, Restaurant, or Financial Advisor — pre-configured advisors, document templates, and compliance context tuned to your industry.
Brand it
Your firm's logo, colors, voice, partner names. Live preview in settings. Five minutes from form to deployed.
Go live
Clients ask. AI drafts. You review. Your brand answers. Thirty minutes from sign-up to first reviewed answer.
Four real moats. Honestly named.
Most AI tools win on demos and lose on year one. Here’s what compounds for us.
Not a blank chatbot. A pre-configured pack of advisors, doc templates, and compliance context for your specific industry.
Dave, Erika, Nurse Nadia, Chef Burt, Planner Priya — 5 pack advisors plus a consumer lineup of 5. Rich personas competitors lack.
One month: homepage + 8 consumer products + firms platform + iOS app. We'll still be shipping a year from now.
Our free consumer app is a live demo. As it matures, business-owning users self-identify and flow to your firm at zero CAC.
What firms can reclaim — in their own vocabulary.
Each pack is engineered against a target outcome measured in the units that vertical already counts in. These are the design targets we’ll measure against with our founding-partner firms.
These are early projections, not guarantees. Numbers will sharpen as our first customers report in.
Transparent. No 'contact sales' games.
Every tier includes the full platform. You pay for volume, not features.
- Solo firm
- Up to 50 conversations / month
- 1 vertical pack
- Email support
- Multi-seat team
- Up to 500 conversations / month
- Any vertical pack
- Priority support
- Unlimited seats
- Unlimited conversations
- Multiple packs
- Custom domain
- Priority support
Every tier includes: whitelabel branding · human-review queue · document studio · client portal · audit trail · Stripe billing
How does WithDave stack up against the alternatives?
ChatGPT, Custom GPT, Intercom AI, hiring an AI consultant — every alternative has a job it’s built for. Honest side-by-side on each.
Things firms ask before they sign up.
How is this different from ChatGPT or a custom GPT?
ChatGPT is a general-purpose chatbot. WithDave is a pre-configured AI team for your specific industry — named advisors, document templates, compliance context, human-review queue, and your firm's voice. A blank chatbot can't draft a retainer agreement or extract fields from a 1099. We can. See the full side-by-side comparison →
What about compliance and security?
Honest answer: we're not yet HIPAA-certified or SOC 2 audited. We use Supabase Postgres with row-level security, TLS encryption in transit, AES-256 at rest, Stripe for all billing, and an append-only audit log per firm. SOC 2 is on the roadmap. Read our full posture on /security and /hipaa.
Does this replace my professional staff?
No — it augments. Every AI draft enters a review queue before reaching clients. Your staff approves, edits, or rejects. The AI handles drafting, extraction, and routine prep so your humans spend time on judgment work, not typing.
What if my vertical isn't listed yet?
Email us. We're shipping packs every 4–6 weeks. CPA is live; Law, Medical, Restaurant, and Financial Advisor are shipping in May–June 2026. Real Estate, Fitness, Therapy, Dentistry, and Trades are roadmapped next. If your vertical isn't on the list, we'd like to hear from you.
How long does it take to go live?
Roughly 30 minutes from sign-up to your first reviewed AI answer. Pick a pack, brand it (logo, colors, voice, partner names), then go live. No consultant, no multi-month rollout, no code.
Can I cancel anytime?
Yes. Month-to-month billing, no annual contracts (for now). Cancel in settings — your data exports cleanly to CSV.
Get notified when new packs ship.
Medical, Restaurant, and Financial Advisor packs are shipping in May–June. Drop your email and we’ll let you know when each goes live — plus a heads-up on whichever vertical comes next.
One email per pack launch. No newsletter, no spam, no resold lists.
Walk through a working firm.
Configured from the live platform.
Goldstein & Reyes is a configured demo of the WithDave platform — the same infrastructure each Founding Partner firm runs on. Ask a question, watch it draft, approve it in the review queue. 2 minutes. Nothing to sign.
Work in law? See the Acme Law version instead →