David M. Kaufmann, CPA - Fruita, Colorado

Profiles and Services: David M. Kaufmann, CPA

David M. Kaufmann, CPA, is a distinguished figure in the realm of accounting and tax services, located at 1466 Adobe Falls Way, Fruita, CO 81521, United States. His professional email can be reached at [email protected] (please note the phone number is not provided in the initial information, but one can be assumed available on his website). For those seeking his expertise, kaufmann-cpa.com serves as a comprehensive online platform where one can find more detailed services offered and read testimonials from satisfied clients.

Specialties and Services

As a Certified Public Accountant (CPA), Mr. Kaufmann specializes in:
- Providing expert accounting services, ensuring accuracy and compliance with financial regulations.
- Offering Tax Preparation Services, guiding clients through the often complex tax filing process with diligence and care.

Accessibility and Appointments

For individuals with mobility needs, Wheelchair-accessible car park and a Wheelchair-accessible entrance are ensured at his office location, making it convenient for all potential clients. Notably, appointments are recommended to ensure a smooth and efficient service experience. This proactive approach reflects his commitment to client satisfaction and organization.

Opinions and Reviews

Client Feedback Highlights:
- With 23 reviews on Google My Business, David M. Kaufmann CPA has garnered a high average opinion of 4.7/5, a testament to his professional conduct and service quality.

- Clients commend his diligence in gathering necessary information, his comprehensive knowledge of tax issues, and his ability to keep clients informed throughout the process.
- His professionalism, fair billing practices, and willingness to return portions of retainer fees upon completion are recurring commendations, showcasing his integrity and client-focused approach.

Recommendation

For anyone in need of reliable accounting and tax preparation services, contacting David M. Kaufmann CPA directly through his website is highly recommended. With his impressive track record and client satisfaction ratings, you can expect a service that is not only efficient and accurate but also tailored to meet your specific needs. Given his accessibility and the recommendation to schedule appointments, reaching out now can ensure you secure a timely and thorough handling of your financial matters. Visit his website at kaufmann-cpa.com to learn more or to initiate your consultation.

This summary encapsulates the key information about David M. Kaufmann, CPA, emphasizing his professional qualifications, the range of services he offers, and the positive feedback from clients, all designed to encourage potential clients to engage with his services.

👍 Reviews of David M. Kaufmann, CPA

Lance V.

5/5

I selected Mr. Kaufmann from internet information to prepare and file income tax returns for an estate. He was diligent in obtaining the information needed for the returns and well-informed about the issues it presented. He kept me informed about the filing timetable and the reasons for it, was professional throughout the process and generated a quality work product. He was open and fair in his billing, returning a portion of the retainer when the assignment was concluded. I consider him a good choice for anyone who needs services of this kind.

Anu S.

5/5

Mr. Kaufmann has been an invaluable resource. I lost my dad and had trouble navigating the complexities related to filing taxes. I am the responsible party in my family so it has been very difficult and stressful managing everything by myself. His guidance has been a tremendous help. I would absolutely recommend him to anyone. Thank you, Mr. Kaufmann!

martha T.

5/5

My husband and I have had Dave Kaufmann as our accountant for many years. We feel very fortunate to have his council and advice during tax season, as well as other times of the year when we have needed him. Dave is very organized, which helps me be more organized. He is very knowledgeable and clear in his explanations of tax laws that get more complex and seem to change every year. He understands that the tax preparation process can be confusing, and he is patient and kind. My husband and I highly recommend Dave. He will exceed your expectations.

Craig W.

5/5

Mr. Kaufmann agreed to take on a fairly complicated estate income tax for me so that I could settle my mothers estate with my two siblings. Mr. Kaufmann's expertise in this type of tax situation was very apparent. Not only was he extremely professional, but he really took the time to explain how the taxes would be filed and what we should expect. The paperwork that Mr. Kaufmann gave back to me was very well organized and very professional, and even included a thumb drive with all my documents on it. I would highly recommend Mr. Kaufmann's services, especially in trust and/or estate matters.

Melissa O.

5/5

I've had David prepare several years tax returns for me. He is incredibly knowledgeable and well informed about all of the latest tax laws and changes. Whether trust returns, or small business situations, he's the best I have found. I'm happy I found him and would not hesitate to recommend him very highly for any tax work needed.

Carol J.

5/5

I needed to file a one-time 1041 for my late sister's estate. I tried doing it myself but it was confusing. I couldn't find anyone locally who knew anything about it. The best information I could find on the 1041 was Dave's website. I hired him to file this form and all the other forms that go with it. He set up a fiscal year so I only have to do this once. The big surprise was a large capital loss he found that more than paid his fee! Highly recommended.

Benita S.

5/5

This my second year using David Kaufmann for my taxes and I find that he is great on all fronts: Individual taxes, Sub Chapter S Corp taxes, and Trust taxes. In other past years I had used tax software, but it became too complicated with these three areas. I had interviewed several CPA’s prior to finding Mr. Kaufmann and none of whom I had interviewed were as clear on Trust tax work as I have discovered David to be. He is excellent on details and can clearly explain the whys of what the tax information is.
He has also helped me with general taxable event questions outside of filing yearly taxes. We do all our communications remotely without problems as I am from Texas. I highly recommend David Kaufmann as my CPA

C B.

5/5

David exceeded my expectations. He prepared a trust tax return and related IRS filings. David provided excellent service and was extremely knowledgeable and easy to work with. To begin with, he provided a well organized means to gather and provide critical data, followed up with questions to ensure I didn't "miss" anything, and sent me reminders to keep us on target to meet filing deadline. His firm also sends of periodic informative emails to keep clients apprised of timely tax/financial information. Very glad I found him!