David Weiss, CPA

David Weiss CPA, PLLC is a boutique accounting and advisory firm that positions itself as a comprehensive financial ally for its clients. Through year-round support rather than seasonal engagement, the firm emphasises not only compliance (tax, payroll, sales tax) but also proactive business strategy, cash-flow oversight and CFO-level advisory services.

? Compliance & Tax Foundations
The firm handles a full suite of compliance work: setting up business structures, onboarding related filings, payroll tax compliance, labour law and ACA filings, sales tax registrations and filings, as well as corporate and individual tax returns and estimated tax arrangements. This ensures clients meet regulatory obligations and avoid surprises. 

? Accounting & Advisory Insights
Beyond compliance, the firm supports clients in building and sustaining sound financial operations: bookkeeping oversight, account reconciliations, periodic business-review meetings, preparation of financial statements, managing cash flow, and helping obtain financing or mortgages. For higher-level needs, they offer a VIP “CFO Support” package. 

? Client-First Partnership
Differentiating itself from high-volume firms, the practice emphasises quality, long-term relationships, and a small client base so each business receives attentive service from seasoned professionals. Clients benefit from this dedicated partnership and strategic mindset, rather than simply receiving transaction-based work.