Simply The Best Tax Man
You'll Ever Have!
Specializing in Working with High Net Worth Individuals with Income Starting at $100,000 and Up.
Newport Beach & Orange County Premier Tax Advisor
Making Your Priorities Ours

Welcome to Dave Tax

The Tax filing deadline is May 17th, 2021
(different from last year in July)

The following items will have an impact your taxes. As a result Some people will be receiving a nice tax refund, while others will be surprised with an unexpected tax bill to pay in.

  • • UNEMPLOYMENT INCOME
  • • SALE OF REAL ESTATE
  • • AMOUNT OF STIMULUS RECEIVED
  • • SALE OF STOCKS AND BONDS
  • • BITCOIN

 

The new larger Standard Deduction Amount available is:

 

You may still be able to itemize your deductions if you exceed the above amounts.

Property tax, DMV fees, state income tax amount are now limited to $10,000 in total.

For more good tax info click below.

If you think that you can exceed the standard deduction above, please still bring all your important tax documents and deductions.

Tax Checklist

 




Pay Your Taxes Online

Federal IRS


 Learn more


State California


 Learn more
Beware Identity Theft

Identity Theft is a big problem at IRS

IRS.gov



  Read more
IRS E-File

Dave Tax

Still at the same location

405 30th Street
Newport Beach, CA 92663-3711


 949-673-8299

New Tax Law 2018

 

1095-A

 

Tax Hike

 

Important Tax Deadlines


Need Help With Your Taxes?

Please Contact Us Right Away!