About David M. Warrick CFP EA
David M. Warrick, CFP EA has been an accounting and tax professional for over 35+ years, working primarily with businesses owners, the high net worth individual, and the executive seeking personal and business tax reduction advice. Upon graduation from college in 1980, Mr. Warrick worked as a financial advisor for several large investment houses in New York. He became a certified financial planner in 1991 to better help his clients with every aspect of their financial lives, including the best way of reducing taxable income on a personal and business level.
Mr. Warrick also has the IRS designation of Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent (EA) is a tax practitioner authorized by the United States federal government to represent tax- payers in affairs with the Internal Revenue Service (IRS). The United States Department of Treasury empowers EA's to represent taxpayers for any audits, appeals, collections and other tax resolution issues
David not only has the experience to understand the complexities of the income tax code - he knows how to best navigate them. That includes constantly researching tax reduction strategies that provide 100% legal ways to reduce taxes
With the belief that listening is the foundation of a lasting client relationship built on trust and respect, David Warrick’s goal is to provide financial guidance, and advice that you can actually understand and use to help grow your business, show clients how to reduce tax liability and become more financially successful.
Specialties: Income Tax and Estate Tax Reduction, Tax Planning, Tax Preparation, Audits, Appeals, or Collections, Accounting, Bookkeeping, Pension Consulting, and various other income tax resolution issues.
When was the last time your tax advisor or accountant called you and said, "I have a few ideas that can reduce your income tax." Speak To The Tax Reduction Network Today If You Can Afford To Pay Less Income Tax!"
Mr. Warrick also has the IRS designation of Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent (EA) is a tax practitioner authorized by the United States federal government to represent tax- payers in affairs with the Internal Revenue Service (IRS). The United States Department of Treasury empowers EA's to represent taxpayers for any audits, appeals, collections and other tax resolution issues
David not only has the experience to understand the complexities of the income tax code - he knows how to best navigate them. That includes constantly researching tax reduction strategies that provide 100% legal ways to reduce taxes
With the belief that listening is the foundation of a lasting client relationship built on trust and respect, David Warrick’s goal is to provide financial guidance, and advice that you can actually understand and use to help grow your business, show clients how to reduce tax liability and become more financially successful.
Specialties: Income Tax and Estate Tax Reduction, Tax Planning, Tax Preparation, Audits, Appeals, or Collections, Accounting, Bookkeeping, Pension Consulting, and various other income tax resolution issues.
When was the last time your tax advisor or accountant called you and said, "I have a few ideas that can reduce your income tax." Speak To The Tax Reduction Network Today If You Can Afford To Pay Less Income Tax!"
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Pennsylvania Department of Revenue
Reviews
Recommended by
Morgan Maxwell
Worked on Case Together | Feb 5, 2024
Recommended by
Albert Scarafone
Worked on Case Together | Dec 7, 2023
Reviewed by
Lisa B
Advised on Unpaid Taxes |
Jan 18, 2024
Reviewed by
Jaime B
Advised on Unpaid Taxes |
Jan 3, 2024
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- Spousal Tax Issue
- Tax-Related Identity Theft
- Tax Refund
- Tax Return Mistake
- Tax Audit or Examination
- Other Levies
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Sales Tax
- Tax Audit or Examination
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- Business Tax Preparation
- Trust Tax Preparation
- Estate Tax Preparation
- Lien Discharge
- Lien Subordination
- Bankruptcy
- Audit Representation
- CSED Analysis
- Streamlined Filing Procedure
- IRS Transcript Analysis
- Payment Plan (Defered Payment)
- Penalty Abatement
- Lien Release
- Individual Tax Preparation
- Levy Release or Reduction
- Tax Forgiveness
- Business Tax Preparation
- Amend Tax Returns
- Offer in Compromise
- Innocent Spouse Relief
- Injured Spouse Claim
- Inheritance Tax Preparation
Tax Types Serviced
Corporate Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
12/11/2013
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Founder | The Tax Reduction Network | Norristown, Pennsylvania | Jan 2000 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Indiana University of Pennsylvania | Bachelor's Degree | 1980 |
Associations & Memberships
Not Provided
Contact Information
Address
1109 West Main street
Norristown, Pennsylvania 19401
Norristown, Pennsylvania 19401
In Office Visits
No
Pricing & Payments
Free Consultation
Virtual Consultation
Hourly Billing
Small Upfront Retainer
Flat Fee Pricing
Contact Me for Details
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Other | YouTube | Income Taxes Going Up Every Year? Do You Deserve To Pay Less? Then Watch This Video! | View Publication |
| Other | YouTube | Are You Getting The Real Clear Tax Advice You Need From Your Accountant Or Just a Bill! | View Publication |
| Speaking Engagement | Avoiding Tax Reduction Mistakes and Missed Opportunities For Real Estate Investors and Agents | Helping Real Estate Agents Navigate The Schedule C and Schedule E For Their Clients | N/A |
Videos & Photos
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