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About
For tax preparation, I have over 250 hours of tax training on IRS Regulations, tax preparation and dealing with difficult situation between client and IRS.
For businesses, have over 20 years of Financial expertise, Risk Compliance, Accounts Payable/Receivable, HR, and IT functions, among others
I enjoy being able to help people with taxes. When people are flustered with their taxes, I enjoy making the preparation a calming experience for them.
In Business, I am readily engaged in the culture of the business and step in to make decisions to improve the business.
Overview
Hired 122 times
Background checked
Business hours
SunClosedMonClosed
Payment methods
This pro accepts payments via Cash, Check, Credit card, and Venmo.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Very good 4.6
46 reviews
5
83%
4
9%
3
2%
2
2%
1
4%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Eddie N.
Jun 1, 2022
•
Hired on Thumbtack
Davis was very professional and understanding of my hectic schedule. Responded quick to any questions we had with taxes. His years of experience got us more than we expected on our returns. I highly recommend him for your tax needs.
Individual Tax Preparation
Andrew L.
Jul 1, 2014
•
Hired on Thumbtack
David was an amazing financial service professional. He walked me through everything I needed for my personal and business taxes. He prepared and organized all my details and really helped my business out. I will be using him again for sure!
Individual Tax Preparation
Dimitris M.
Feb 27, 2022
•
Hired on Thumbtack
First time we hired a specialist to do our taxes and don't regret it. Working with David was great! He did our taxes, answered all of our questions and I'm sure we gonna call him next year. Overall awesome!
Individual Tax Preparation
Peter M.
Jul 1, 2014
•
Hired on Thumbtack
I had a fairly difficult tax return which included two state filings complicated by some alimony issues. Mr. Marcoccia provided helpful advice, was willing to travel to my residence with the paperwork and his fee was reasonable.
Individual Tax Preparation
Maya S.
Apr 4, 2022
•
Hired on Thumbtack
David called right away and was able to help answer my tax questions within just one phone call!! He spent the time needed with me and was very professional.
Individual Tax Preparation
Credentials
Background Check
David Marcoccia
FAQs
What education and/or training do you have that relates to your work?
I do 30 hours annually of continuing tax education. Thai is more than the 16 required by the Internal Revenue Service.
How did you get started doing this type of work?
In College, I actually wanted to major in Marketing and be an International Marketing Manager. In the classroom, Marketing was not my forte, although, I still remember my Professor saying "Build a Better Mousetrap and the World will beat a path to your door." I want to build that better mousetrap.
I found that Accounting came very naturally to me. I decided then that Accounting would become my profession.
What advice would you give a customer looking to hire a provider in your area of work?
Be thorough and do your due diligence. Make sure you are getting exactly what you are paying for.
