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DR Tax & Financial

CPA providing Tax Planning, Tax Return Preparation, & Investment / Retirement Guidance.

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WHY CHOOSE US?

DR Tax & Financial Advisors LLC provides tax preparation, tax planning, and financial advisory services, designed to help clients make informed financial and investment decisions and achieve their long-term goals.

Led by a CPA with over 25 years of experience in accounting, tax planning, financial analysis, and investments, DR Tax & Financial takes a comprehensive approach to tax services. We go beyond preparing tax returns, by helping clients understand their financial picture, identify opportunities, and make proactive decisions throughout the year.

We service clients in-person and remotely.

Our services include individual income tax preparation, year-round tax planning, investment-related tax guidance, retirement-focused strategies, and support for clients navigating more complex financial situations. Every client’s financial situation is unique. We take the time to understand income sources, investments, retirement goals, and personal priorities to develop thoughtful strategies tailored to each client. At DR Tax & Financial, we believe effective financial & tax planning is about more than filing an annual return — it is about helping clients improve tax efficiency, preserve wealth, plan for the future, and make confident financial decisions.

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SERVICES

With over 25 years of financial, tax, accounting, and investment experience, DR Tax & Financial Advisors has helped individuals and small businesses optimize their tax and financial strategy through comprehensive planning and analysis.

We specialize in guiding clients toward maximum current tax-savings, while simultaneously steering them toward a secure net worth and retirement. Our personalized service helps ensure that financial decisions work to minimize taxes and maximize wealth preservation.

  • Tax Return Preparation & Review (Individuals & Sole Proprietors)
  • Tax Strategy & Planning (Schedule C, Home Office, QBI, Special Treatment for Statutory Employees (life insurance & traveling salespeople)
  • Investment Guidance; Capital gain & Tax-loss Harvesting, Oil & Gas investments
  • Tax Driven Retirement Planning - IRA / Roth IRA / 401K / Solo 401K / Roth Conversions
  • Implement Real Estate Tax Strategy (REIT QBI, short-term rental, bonus depreciation, cost segregation)
  • Financial Planning & Analysis

TEAM

David Rosenberg, CPA founded "DR Tax & Financial Advisors" after 25+ years of serving clients in various financial capacities, including, accounting, tax planning, financial analysis, & investment management. After passing the CPA exam, he entered the public accountng sector and served as a senior accountant at American Express Tax & Business Services, providing tax and financial statement audit services to  a broad range of clients, including real estate, lodging, and technology.

Upon completion of his MBA from Johns Hopkins University's - Carey Business School, he joined Legg Mason as a financial stock analyst to research and provide investment recommendations to institutional and retail investors. In 2024, Mr Rosenberg joined CBRE Investment Management as a founder in its investment management division focused on REITs, lodging, and other publicly traded securities. 

Most recently, he served as managing director and senior portfolio manager for Harbor Group International's real estate securities funds, where he managed investor capital focused on publcily traded real estate and REIT securities. 

In additon to managing our firm, Mr Rosenberg serves as an adjunct instructor at his alma mater, JHU Carey Business School, where he teaches courses on Financial Accounting, Financial Statement Analysis, and Real Estate Investment Trusts (REITs). He is also active in several non-profit organizations.

David Rosenberg, CPA MBA
David Rosenberg, CPA MBA
Managing Principal

CPA, tax specialist, and former wall street investment analyst / portfolio manager, bringing a deep history and financial expertise to individuals and sole proprietors through thoughtful tax, investment and financial planning services.

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