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Services

David A. Stein, CPA, P.A. provides a wide range of services to individuals and businesses in a variety of industries. At DAS, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Business Clients

Our target client is a small business, start-up business, or home-based business in the service, retail, consulting, or real estate industries. Current clients include medical offices and medical research, manufacturer's reps, collision repair, travel, commercial and residential property management, consultants and others.

Services offered to business clients include:

  • Financial statement compilation
  • Write-up and bookkeeping services
  • Quickbooks training
  • Payroll preparation
  • Corporate, partnership and LLC tax return preparation
  • Loan packages and business plans
  • Business advisory services

Individual Clients

While most CPA firms prepare individual income tax returns as a courtesy to their business clients, DAS actively pursues individual clients. Many large CPA firms have referred individuals to DAS. From income tax preparation to ongoing advisory services, you receive the experience of a CPA, but at prices you can afford.

Are you thinking about retirement, or long-term care insurance? Are you thinking of buying or leasing that car, or refinancing your mortgage? You need a trusted advisor who is not in the business of selling mortgages or stocks and mutual funds to advise you. To offer unbiased advice, the interest of the client must come first, not fees and commissions.