David A. Stein, CPA, P.A.

Michael McCrea

Feb 18, 2024on

David had done my taxes for a number of years now, and has ALWAYS done a fantastic job on them. He is meticulous on getting the details and does an amazing job preparing the forms. Additionally David charges a very fair rate, is very quick, and is a extremely nice guy. I 100% recommend this business!

Adam Ostovitz

Jun 10, 2021on

David is a very argumentative, impatient and un trustworthy CPA. Details of my account were disclosed to someone other than me and when I confronted David about the situation he suggested I find another CPA, which I did. He'll speak to you as if you should know the answer to the question your asking him and then give you the excuse that he's too busy to respond to your 1 or maybe 2 emails you've sent because he gets 10,000 emails a day. All quotes from emails he's sent me. Customers beware of this provider.

Michael Splaine

Nov 7, 2020on

David has been our CPA and go to tax guy for over a decade. He is a have great professional, a patient human being and I recommend him without hesitation. Mike Splaine, Splaine Consulting

Kevin Kessler

Nov 7, 2020on

Reasonable rates and accuracy really reduces the pressure on you during tax season.

Carrie Everly

Feb 9, 2020on

David is extremely knowledgeable, professional, organized and thorough. He has excellent communication skills and gladly answers all questions, offering detailed explanations. I have trusted David to handle my taxes for several years and will continue to do so.

mar stan

Jan 29, 2020on

I have been using David Stein for over 20 years starting in Baltimore and have continued using him since we moved to California 20 years ago. He is excellent, dependable and trustworthy - just what you want in a CPA.

savithri raja

Nov 7, 2019on

Good advice by phone.

Di Bruns

Mar 15, 2019on

David Stein came highly recommended by my professional organization and he helped me start my business. He has expertise in the healthcare service business arena, and has done my taxes for decades. It was reassuring meeting him in his office at the beginning, and I always find him on the phone whenever I need him. He even came to my home once for my convenience. He has always maximized my returns and provided fast service- very reliable!

Kenneth Crandell

Mar 15, 2019on

David Stein has done an excellent job on my taxes for several years. Reasonable rates. Very accurate. Good turn-around. And when I had a few complex issues, he gave good and clear advice.

C D

Mar 14, 2019on

I have been using David for a long time now, and over the last few years he seems to have become hostile. I don't feel like elaborating the details; but my relationship with david is now officially done. As of this tax year, he made a mistake on my taxes; while making a mistake is forgivable the fact that he was not even apologetic in his response; and was purely dismissive essentially saying that because there was no penalties or fines his responsibility ended there. I don't expect him to pay the remaining balance on my taxes; but i would expect an apology for errors and put some effort into making amends. Instead I got a "The notice is correct. I never changed your county from Baltimore to Howard on the tax return. Howard County has a higher local tax rate than Baltimore County. My responsibility is for any penalties and interest (there are none) but the tax due needs to be paid by you. This would have been the balance if the county had been updated on your original return. I have updated my files. David Stein" So this is meant as a review of his services based on my experience using david as of 3/14/2019.

Craig Punte

Nov 7, 2018on

It has been a pleasure working with David over the years! He is always very timely with correspondence and proves efficient with compilation and filing of necessary documents. Thank you!!