David A. Paddock, MT, CPA

Income Tax Adviser

Welcome and thank you for visiting my website. In addition to providing you with a profile of my firm and the services I provide, this website is designed to be a helpful resource tool. My dedication to superior client service has brought me to the Internet as I continue to provide the highest quality income tax planning, consulting, and compliance services.

As you browse through my website, you will see that I have provided information on my firm and the services I provide (see Firm Profile and Client Services sections). I have also included useful resources such as informative articles (see Newsletters section); interactive financial calculators (see Financial Tools section); and links to external websites that I think would be of interest to you (see Links section).

You will also see a Client Portal button on the home page. My office is paperless. The portal is a secure environment that allows me to exchange confidential information with my clients. Clients can also use the portal to send confidential information to me. The portal sends me an email notification when a client uploads a document.  I send my clients a link when I upload  documents for them. Clients can access their tax returns and documents on the portal any time of day. This is very convenient for clients that do not have time to run to the post office to send me their information and clients can be assured that their confidential information will not be compromised through an email exchange. If a client does not have their documents in an Adobe, Word, or Excel file, they can fax the documents to me. I have a secure Internet fax that creates a pdf file of incoming faxes. I will move the fax to the portal upon receipt for future collaboration with the client. This will also provide the client with a pdf file for their records.

Please feel free to contact me with any questions or comments. I want to be proactive and responsive to your inquiries and suggestions.

References Available Upon Request