David M. Warrick CFP EA

David and I first met at a networking meeting, and we hit it off. We have since worked on a couple of things together and have referred matters back and forth. I have found him to to be thoughtful, knowledgeable, practical and attentive.

Knowledgeable regarding updates to the tax code that impacted my filing;
Responsive to inquiries and messages;
Professional and direct in gathering all my necessary documentation for annual filings, making the process extremely easy and straightforward.

David and I have consulted together over many years on various tax cases. He is very intelligent, competent and congenial to work with. His competence goes beyond tax law to encompass strategic planning as well. Also, his rates compare favorably to other tax professionals I have worked with.

As opposed to being just an accountant in theory he is able to apply the code to real life situations that have a positive impact upon the planning process

Just wanted to drop a quick note about David Warrick. We've teamed up on a bunch of projects, and I have to say, the guy's a total pro.

I'm Albert Scarafone, Esquire and whenever I need someone who knows their tax stuff inside out, David's the one I turn to. He's got this knack for making complicated things sound simple—definitely a skill I envy.

What I really appreciate is his commitment to getting things done right. Deadlines, details, you name it—he's on it. If you're looking for a reliable pro who knows their stuff, David's your man.