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David Neugart, PFA, SFR, EA
I’m a federally licensed, IRS Enrolled Agent to represent Businesses & Individuals in Tax preparation & Audit representation, with extensive experience handling California Real Estate Brokers, California Insurance Property & Casualty, Life & Health agents, & Federal Mortgage Originators, Homeowners and those seeking financial & tax guidance in divorce proceedings. I keep abreast of the turbulent economic environment we are currently faced with through annual continuing education. I utilize the most relevant financial strategies to take advantage of these markets. With over 25 years experience, I have a vast financial & tax knowledge base. I welcome the opportunity to to assist you, your business & your family with your financial affairs.