David J. Prothero, CPA, P.C.

David has advised me on various tax planning matters overt the last 4 years. Most recently, when I had a time sensitive matter, he helped me think through on an out-of-state rental real estate transaction and gift tax issues. My go to advisor on tax, estate and retirement matters.
Sep 2nd, 2020

I have known David for more than 15 years. He has been a trusted advisor for me personally and for many of our mutual clients. I highly recommend him.
Nov 13th, 2019

Jan 21st, 2019

I'm very grateful for the guidance and expert assistance from David, Anita, and the whole gang. My tax situation was complicated by alimony and they made sure my estimated quarterly payments left me not owing anything at the end of the year-- and this year I even got a refund! I highly recommend their services.
Nov 19th, 2018

David's services are a little pricey, but it's so worth it. He also offers a discount if you submit all of your docs early.  I have complex stock stuff (ISOs+RSUs+ESPPs) and he really knows his stuff. I prefer getting financial advice from him vs a regular 'financial advisor' who almost always has to defer you to a tax specialist anyways. I love the online portal option too so you can submit all of your tax docs virtually and securely.
Nov 12th, 2018