About
David Oesterle
Certified Public Accountant
Founder
15 Years
Bachelor's: Michigan State University
Master's: Cleveland State University
About David
Since the early 2010s, David has been a trusted advisor for his clients. He considers himself a tax generalist and likes learning about many areas of the tax code. Along with tax compliance and tax planning for individuals and businesses, David has gained extensive knowledge and experience, specializing in a number of specific industries.
Growing up in an entrepreneurial family, David has been fascinated with all aspects of business and, more specifically, understanding how tax strategies help a business grow.
Finally, David has combined his experience and education to dramatically impact his clients’ ability to achieve their goals successfully. When David is not helping his clients, you can find him spending time with his wife and three kids. He feels very fortunate to be able to raise his kids in Michigan.
Industries
+ Health Care
+ Real Estate
+ Professional Services
+ Private Companies
Specialties
+ Accounting / Bookkeeping Services
+ Business Tax Planning
+ Business and Individual Tax Return Compliance
+ Financial Statements
+ Personal Financial Statements
+ Budgets
+ Entity Structure
+ QuickBooks
+ Individual Business Owner Tax Services
+ Professional High Earner Tax Services
+ Retiree Tax Services
Core Values
We Are Going To:
- help our clients achieve their goals
- hold ourselves to higher standards
- give clear and honest direction
- be meticulous in our detail
- take a strategic approach to our work
