Fort Lauderdale CPA · Located in the Galleria Mall
CPA Professional Adviser in Fort Lauderdale, FL
The MBA CPA professional tax adviser you can rely on! Above all, knowledgeable friendly advice from David Weinstein, MBA CPA CFE.
- Business strategist
- Financial business strategist. Virtual CFO.
- Tax minimization and planning
Free consultation · In person at the Galleria or virtual via Zoom
David Weinstein, MBA CPA CFE
Certified Fraud Examiner · QuickBooks Certified ProAdvisor
MBA Finance
Financial business strategist and Virtual CFO for growing businesses.
Certified Public Accountant
Tax preparation, tax planning and IRS representation.
Certified Fraud Examiner
Helping businesses detect, recover and prevent fraud.
QuickBooks Certified ProAdvisor
Certified in QuickBooks Desktop and Enterprise.
Featured Services
Tax, Accounting & Bookkeeping Services in Fort Lauderdale
I offer a comprehensive range of accounting and tax services, such as tax preparation and planning, bookkeeping, financial consulting, business advisory, and payroll services, tailored to individuals, businesses, and self-employed clients in Fort Lauderdale and the surrounding area.
Simplify individual income tax preparation with expert help. Fast, friendly, easy tax filing. I take the time to understand your unique financial situation, then provide customized strategies which align with your goals.
Navigating the intricacies of small business tax returns can be overwhelming. We take the time to understand your business’s unique financial landscape, ensuring you benefit from every available deduction and credit.
Efficient bookkeeping is more crucial than ever. We keep your financial records in order and provide insights that drive informed decision-making, so you can focus on what you do best: running your business.
Reporting income outside the US. Navigating the complexities of 1040NR tax preparation as a nonresident alien is daunting. Personalized support for foreign nationals visiting the US.
Short-Term Rental Tax Specialist
Short-Term Rental Tax Advice for South Florida Airbnb Hosts
Short term rentals can be challenging, especially when it comes to understanding tax obligations. I provide short term rental tax advice which maximizes profits. So, you can focus on providing exceptional guest experiences.
Understand your tax obligations as a host and keep more of what your rental earns.
This complimentary course offers a comprehensive introduction to the dynamic and profitable realm of short-term rentals, for beginners and experienced investors alike. A basic understanding of Excel is required.
The Cost Segregation Study designed specifically for short term rentals. Make your short term rental investment work harder for you!
Meet David Weinstein, MBA CPA CFE
Passionate CPA Professional South Florida Adviser.
Technology enthusiast
Technology expands possibilities. In other words, greater efficiency increases productivity. As a result, professional services are affordable. Consequently, innovation has lowered professional fees.
Friendly professional
Most of all, I am a friendly, jovial professional. I care to know about client issues, first and foremost. Above all, I’m a friendly CPA professional and central South Florida tax adviser who provides affordable, friendly tax return filing.
Tax preparation is changing. Because tax preparation is changing, CPA tax advisers need to think outside the box. Above all, a CPA should be a client’s trusted adviser.
Tax preparation is changing. Because tax preparation is changing, CPA tax advisers need to think outside the box. Above all, a CPA should be a client’s trusted adviser.
Forensic Accounting
I’ve successfully helped businesses detect, recover and prevent fraud. Above all, I have the expertise to see an engagement to its completion, with both the experience and the knowledge.
The last thing a successful business owner wants!
Business owners don’t typically plan to hire forensic accountants. However, depending on your current CPA to recover theft, fraud and embezzlement impedes recovery. Furthermore, the fraud may have been attributable to the CPA’s own negligence. In other words, it’s costly not to hire an expert. In conclusion, it pays to hire a Certified Fraud Examiner.
“An ounce of prevention is worth a pound of cure.”
Benjamin Franklin
Prevent and deter theft, embezzlement & fraud
The best way to defend against fraud is to have internal controls, preventing the fraud from happening in the first place. As a forensic accounting expert, I am an internal control expert.
Small Business Accounting
Accounting & Bookkeeping Help
Many small businesses need advice. Lucky for me, I am an expert with small businesses accounting, including bookkeeping, tax planning, payroll processing, and more.
The Biggest QuickBooks Mistake: Overlooking Excel
Sometimes, the more robust software is, the less its functionality is utilized. As a consequence, many businesses overlook QuickBooks’ robust features. Primarily, the program’s integration with Excel is overlooked.
The Biggest Advantage of QuickBooks Online
Most importantly, the integration of third party apps is one of the biggest benefits of QBO. These apps turn QuickBooks Online into a powerhouse for most businesses. For instance, the QBO mobile app can be used to take pictures of receipts, and other apps can help with time management, pay vendors and invoice customers.
Another notable feature is the project management module, which can help construction and design firms get a leg up on the competition. After all, being organized boosts productivity.
Another notable feature is the project management module, which can help construction and design firms get a leg up on the competition. After all, being organized boosts productivity.
Should I move from QuickBooks Desktop to QBO?
Financial reporting is vital to the success of a business. Therefore I recommend businesses use the QuickBooks desktop version, and run QB desktop in the cloud. The cloud gives you the same advantages as QuickBooks Online without giving up robust reporting. It’s also easier to transition from QuickBooks Desktop to an Enterprise Resource Program (ERP).
MBA Advisory
Why Choose A Digital Marketing MBA CPA?
MBA Finance
CPA business advisers should take a vested interest in the advice they share, as a client's trusted adviser.
Online Business Development
Google and Microsoft tools can forecast demand, revenues and paid clicks, so you can predict outcomes before you invest.
SEO Performance Evaluation and Audit
SEO and PPC audits with keyword research, on-page review and internal linking strategy to maximize your ROI.
Located in the Galleria Mall, Fort Lauderdale
Visit Our Fort Lauderdale CPA Office
My Fort Lauderdale CPA office is inside the Galleria Mall on East Sunrise Boulevard. I serve individuals, businesses, and self-employed clients across Fort Lauderdale and the surrounding area, in person or through virtual appointments on Zoom, Teams or Google Meet. Industries I serve include real estate, healthcare, professional services, retail, short-term rental hosts, and international tax services.
Serving
Fort Lauderdale · Victoria Park · Las Olas · Coral Ridge · Wilton Manors · Oakland Park · Lauderdale-by-the-Sea · Broward County · South Florida
Fort Lauderdale CPA FAQ
Frequently Asked Questions
What services does David Weinstein, CPA, provide?
I offer a comprehensive range of accounting and tax services, such as tax preparation and planning, bookkeeping, financial consulting, business advisory, and payroll services. These services are tailored to individuals, businesses, and self-employed clients in Fort Lauderdale and the surrounding area. Additionally, I provide MBA advisory services specifically designed for individuals and businesses.
How can I schedule a free consultation?
To schedule a consultation, simply call us at 954-686-6250 or fill out the contact form on our website. I’ll respond promptly to set up a convenient time for you.
Why hire a CPA?
Hiring a CPA provides you with the expertise and knowledge you need for complex financial matters. CPAs are licensed professionals with in-depth training in accounting, tax, and financial planning. As a result, they can help you save money through effective tax strategies while ensuring compliance with tax laws, and they can represent you before the IRS, giving you peace of mind in any tax-related issues.
An EA (Enrolled Agent) is a tax specialist licensed by the IRS who focuses specifically on tax matters. A tax preparer, however, may not require formal certification and often lacks the authority to represent clients in all tax matters.
An EA (Enrolled Agent) is a tax specialist licensed by the IRS who focuses specifically on tax matters. A tax preparer, however, may not require formal certification and often lacks the authority to represent clients in all tax matters.
What business services do you offer?
I specialize in helping small business owners manage their accounting and tax needs, including bookkeeping, tax planning, payroll processing, and more. I am a QuickBooks Certified ProAdvisor for both QuickBooks Enterprise and QuickBooks Desktop.
Are virtual appointments available?
Absolutely. I offer remote consultations and services to accommodate clients with busy schedules or those who prefer remote meetings. I primarily use Zoom. However, I can use Teams or Google Meet if you prefer.
What industries do you specialize in?
My Fort Lauderdale CPA office serves a variety of industries, including real estate, healthcare, professional services, retail, short-term rental hosts, and international tax services. I understand the unique financial and tax requirements for each sector.
How does David Weinstein, CPA, stay updated on tax laws?
I prioritize ongoing education and stay current with federal and state tax law changes to provide the most accurate, compliant, and advantageous services for our clients.
Is there a minimum fee for tax preparation services?
My fees vary based on the complexity of each client’s needs. Contact us directly for a consultation, and we’ll be happy to provide an estimate based on your situation. See pricing for individual tax preparation, business tax services and bookkeeping.
What should I bring to my first appointment?
For your first appointment, it’s helpful to bring prior tax returns, financial statements, income records, and any other relevant financial documents. This allows us to assess your needs and provide tailored guidance.
Free Resources
Short-Term Rental & Small Business Tax Insights
AI-driven accounting tailored for hosts: accurately categorized transactions and clean financials that reflect the true health of your business.
Learn about the 500 hour and 100 hour tests, and why the 100 hour test is especially important for short term rental hosts.
Understanding your unique situation is crucial to maximizing your tax benefits and avoiding pitfalls.
Get a 2nd opinion!
Nobody has a monopoly on income taxes. Certainly not when it comes to the Internal Revenue Code. Tax filing headaches? Get relief. Call (954) 686-6250, today.