David M. Warrick CFP EA

David M. Warrick CFP EA

Languages Spoken: English
Norristown, Pennsylvania
TaxCure Rating 3 Reviews
EA at The Tax Reduction Network

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!"

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Pennsylvania Department of Revenue

Reviews

4.8

Peer Rating

5 Reviews
5
4
3
2
1
Recommended by Morgan Maxwell
Worked on Case Together | Feb 5, 2024
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.
Recommended by Albert Scarafone
Worked on Case Together | Dec 7, 2023
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.
5.0

Customer Rating

3 Reviews

5
4
3
2
1
Reviewed by Lisa B
Advised on Unpaid Taxes | Jan 18, 2024
David has been instrumental in resolving my tax issues! My previous accountant didn't file my taxes for prior years. He also educated me throughout the process. If you're looking for an accountant that can provide excellent service, this is the company for you!
Reviewed by Jaime B
Advised on Unpaid Taxes | Jan 3, 2024
I have been using David for my taxes since 2020. He fixed my prior years taxes that were not filed correctly with my previous accountant. He is knowledgeable and I always felt like I was a priority. He answered all my questions without hesitation and my taxes were filed quickly, and more importantly correctly.

I would not trust anyone else with my taxes except for David and The Tax Reduction Network. Highly recommend!
Professional's Reply On Jan 04, 2024
"Jaime:

Thank you for the review"

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

Compliant Icon

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

In Office Visits

No

Pricing & Payments

Free Consultation Virtual Consultation Hourly Billing Small Upfront Retainer Flat Fee Pricing Contact Me for Details
Venmo Method Venmo
Money Order Method Money Order
Check Method Check
Cash Method Cash

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

David M. Warrick CFP EA photo 1 Photo
David M. Warrick CFP EA 1 youtube video 1
Video - Youtube
David M. Warrick CFP EA 1 youtube video 2
Video - Youtube
David M. Warrick CFP EA 1 youtube video 3
Video - Youtube
David M. Warrick CFP EA 1 youtube video 4
Video - Youtube

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