Dave Ormsby, CPA, CIA, Intuit ProAdvisor

Nice to meet you 👋

I'm Dave Ormsby, a seasoned Certified Public Accountant (CPA) with a passion for helping taxpayers maximize their refunds and navigate the complex landscape of IRS challenges. With over 30 years of tax preparation experience, I've made it my mission to help tax payers get the biggest tax refund possible and regain their peace of mind. My dedication to the world of taxation has been driven by a genuine desire to make a positive impact on people's financial lives. I thrive on the satisfaction of seeing my clients secure substantial tax refunds and successfully resolve their IRS issues. It's not just a job for me; it's a calling to empower individuals and businesses to achieve financial success. As your dedicated CPA, my expertise extends to: Maximizing Tax Refunds: I work diligently to ensure you receive the maximum refund possible, exploring every available avenue for deductions and credits. Resolving IRS Tax Issues: IRS Tax Resolution Expert. If you find yourself entangled with the IRS, I'm here to guide you through the process, offering tailored solutions for successful IRS tax resolution. Strategic Financial Planning: Beyond tax season, I provide comprehensive financial planning services to individuals and businesses, helping you build a solid foundation for lasting financial success. My area of focus extends to and is not limited to: 1) Strategic Tax Planning: Implementing effective tax strategies to minimize liabilities and maximize refunds. 2) Deduction Optimization: Identifying and maximizing eligible deductions, including business expenses, medical costs, and education expenses. 3) Tax Credits Exploration: Exploring available tax credits, such as Earned Income Tax Credit (EITC), Child Tax Credit, and education credits. 4) Income Adjustments: Advising on income adjustments, including retirement contributions, Health Savings Account (HSA) contributions, and flexible spending accounts. 5) Business Tax Breaks: Leveraging tax breaks for business owners, such as Small Business Deduction and Section 179 expensing. 6) Investment Strategies: Optimizing investment-related deductions and credits, including capital gains and losses. 7) State-Specific Considerations: Addressing state-specific deductions, credits, and regulations that may impact the overall tax liability. 8) Real Estate Deductions: Advising on deductions related to real estate, such as mortgage interest, property taxes, and home office expenses. 9) Educational Savings Plans: Recommending tax-advantaged educational savings plans, such as 529 plans. 10) Family and Dependent Benefits: Maximizing benefits related to dependents, including Child Tax Credit, Child and Dependent Care Credit, and adoption credits. 11) Healthcare-Related Savings: Exploring opportunities for healthcare-related savings, including Health Savings Accounts (HSA) and medical expense deductions. 12) Charitable Contributions: Ensuring proper documentation and maximizing deductions for charitable contributions. 13) Retirement Planning: Providing advice on retirement contributions and distributions to optimize tax implications. 14) Tax Law Compliance: Staying abreast of the latest tax laws and ensuring compliance to avoid penalties and optimize refunds. 15) Recordkeeping Guidance: Offering guidance on maintaining accurate records to support deductions and credits. By focusing on these key areas as your CPA, I'll play a pivotal role in helping you secure the biggest possible tax refund while ensuring compliance with tax laws and regulations. Whether you're seeking a seasoned professional to optimize your tax returns or a trusted advisor to lead you through IRS challenges, I'm here for you. Let's embark on this journey together where financial solutions meet peace of mind. Metro Accounting And Tax Services