DR Tax & Financial Advisors LLC is a CPA-led tax and financial advisory firm serving individuals, sole proprietors, and small businesses through in-person and remote services. Founded by David Rosenberg, CPA and MBA, the firm draws on more than 25 years of experience in accounting, tax planning, financial analysis, investment research, and portfolio management. Its approach goes beyond annual tax filing, helping clients understand their financial circumstances and make informed decisions throughout the year.

Services include individual and sole-proprietor tax return preparation and review, year-round tax strategy, and guidance on investment-related tax matters, including capital gains and tax-loss harvesting. The firm also provides retirement-focused planning involving IRAs, Roth IRAs, 401(k)s, Solo 401(k)s, and Roth conversions. Additional expertise includes tax strategies for Schedule C income, home offices, qualified business income, real estate, and short-term rentals, alongside broader financial planning and analysis. By considering each client’s income, investments, and retirement priorities, DR Tax & Financial Advisors aims to identify tax-saving opportunities, support wealth preservation, and help clients plan confidently for long-term goals.