David Kirst, CPA.

Finance & Tax Preparation Consultant

Want to save money each year with professional tax assistance and financial planning?

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#1 Local Financial Consultant
David Kirst, CPA

I have done almost everything—from helping start-up companies craft their financial plans, to preparing tax returns for companies with revenues in excess of $100 million. I have decades of experience that I can put to work for you. 

 
 

Real Estate

Wholesale

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Construction

Manufacturing


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Small Business

 

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Medical

I have worked with clients of all shapes and sizes – from sole proprietors to multi-million dollar businesses – and can develop an individualized service plan that meets each client’s unique needs and budget. My goal is not only to save you money, but to help you achieve business and personal financial goals, so you can do the things you love, and enjoy owning a thriving business.

Serving The South Bay

The financial practices and obstacles that businesses face are unique, and you can’t afford to have your financial advisor learning the industry on your time.  Managing a business in the Bay Area alone can be a stressful venture, and poor accounting practices can impact your company’s financial stability.

Since 2001, I have proudly served companies of all shapes, sizes and fields in the Bay Area in achieving their financial goals, as both owners of a business and as individuals. I am an experienced professional who knows how to get the job done for small businesses. I have decades of experience, offering financial counsel to firms of all sizes and situations. My goal is simple: to arm you with insightful financial information and competent advice, so that you can feel confident making well-informed business decisions.

 

Who Is David Kirst

I am an active licensed California Certified Public Accountant (CPA) with an undergraduate degree in accounting and graduate degree in taxation. I am certified as an Intuit Quickbooks ProAdvisor.

My expertise is in closely held businesses and individual taxes. Most of my clients run an S corporation, partnership, or single member LLC in the areas of real estate, professional services and/or distribution and manufacturing.

As a sole practitioner, I will perform the client interview, the data input, the review, and the tax filing. This is advantageous over a larger firm because I am intimately familiar with all of the details of your tax returns. Utilizing my services as a sole practitioner allows for a seamless and streamlined beginning to end process, as well as offering time management benefits – your focus can remain on overseeing your business, while I focus on the annual financial and tax compliance obligations. I leverage email and phone conversations to obtain requested information while maintaining the quality of the tax returns.

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My goal is simple: to arm you with insightful financial information and competent advice, so that you can feel confident making well-informed decisions.
— David Kirst, CPA
 

How I Help You

My clients benefit from using my services as a professional financial preparer because it insulates them from the unnecessary details of tax code, while insuring that their business and personal finances are in tax compliance. I focus on the behind-the-scenes technical details of tax returns, and aim to consistently simplify the process for my client.

Simply put: I focus on the financial aspects of your company, leaving you more time to focus on the day-to-day aspects of running a business.

MY PROMISE

I promise to provide outstanding service to all my clients, big or small, with the utmost professionalism, dedication to quality and responsiveness needed. I am willing to assist with any problem encountered, no matter how trivial it may seem. Most importantly, I promise to provide a personal touch to guaranteeing that your financial services are done correctly and timely. 

 Focus on the "business" part of the business. Get accurate financial information about a business when you need it, how you need it. 

Focus on the "business" part of the business. Get accurate financial information about a business when you need it, how you need it. 

 

Schedule An Appointment Today

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Professional CPA Services
for Small/Medium Business

Keep Costs Affordable with a CPA Consultant Only When You Need It  

 

Understanding The Big Picture

Due to its complexity, filing taxes for Corporations and LLCs includes the understanding and completion of several detailed IRS forms. My tax expertise can help guide you through the process of filing taxes for your Corporation or Limited Liability Company with my Business Tax Preparation Services.

 
 

Preparing For Tax Season

Any business owner who plans to take advantage of company growth and a continued flow of profit must consider the use of professional tax preparation and tax planning services. If new business owners aspire to achieve results that will generate successful and smooth operations, this should be one of the very first steps considered.

I specialize in taxes for small to medium sized businesses and business owners. I am continuously brushing up on each new law that passes and can take away the worry, frustration, and confusion when it’s time for tax preparation. I ensure your business is in compliance with tax laws and the accuracy of your tax data. Your tax returns will be checked and rechecked to identify potential problems the IRS may look at more closely, lowering your contact with the IRS. 

 

Long-Term Finance Strategy

Here's what you get with my services:

  • Better understanding of the financial side of your business, so you have less surprises and more control over the money

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business

  • A readily available sounding  board  to  help  you  with  those tough business decisions and help you clarify your business plans

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits

  • Training and managing your bookkeeping staff

  • Improved quality and timeliness of financial information

  • Budget preparation and monitoring

You deserve sound and experienced advice. I have over thirty years of expertise to address a broad variety of issues at the various stages of growing your business.

 

Analyze Existing Finances and Tax Plan

Most small business owners wear many hats: CEO, CFO, accountant and IT guy, all rolled into one. Even though there are many “do it yourself” tax software, the complex and confusing tax requirements have made it impossible for the average business owner to keep up with the confusion and chaos involved in these ever-changing laws.

There seem to be even more tax law changes in the last several years. The rules are tougher and penalties get higher. Business can’t afford to miss their tax obligations.

No doubt, accounting and tax work can take the fun out of owning a business. Plus, these time-consuming activities can distract owners from core business functions like product development, sales and customer service. But someone has to keep an eye on the numbers. Outsourcing is the smart and cost-effective way to get top quality accounting and tax work without adding employees to the payroll.

I specialize in taxes for small to medium sized businesses and business owners. I am continuously brushing up on each new law that passes and can take away the worry, frustration, and confusion when it’s that time again for tax preparation. I ensure your business is in compliance with tax laws and the accuracy of your tax data.

 

 

 

Let's Get Down To Business

Tell me a little about the company, like for example the number of employees,
expected yearly revenue and other important details.

 
 

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Name
Phone
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Financial & Tax Service Assesment
Financial & Tax Service Assesment
I believe $1,000's and/or $10,000's can be saved each year with better financial planning.
Day-to-day expenses are carefully tracked in the business.
Long-term expenses are carefully tracked in the business.
 
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