-Meet David
Are you a married couple looking to maximize your refund? A single mom wanting the most credits?
Are you a recently retired person that needs help with retirement income? Or are you a successful small
business with complex questions looking to reduce tax liability? David can help!

The desire to help others has always been a passion for Mr. Cortez. With extensive experience in
individual, business, state tax preparation and planning. He loves what he does and loves to help his
clients get favorable results.

“/ have a unique knowledge than that of other tax professionals and accountants. Being a small
business owner and also president of a real estate company, it puts me in a position to relate to business
owners financial tax concerns. Through strong financial strategies, I am able to help my clients reduce
tax liabilities.”

Call today and ask how David can help you!

-Meet Nancy
Retired as a teacher and a high school counselor, Nancy helped students achieve their goal to graduate,
enter college and life! She brings the same passion to our office. Nancy wears many hats. She is a tax
preparer, firm administrator, customer service representative and wife.

“My job is to run the firm so David has more time to focus on client matters”

Come meet Nancy and ask how she can help!