David Kowalski is a Tax Prep Assistant who ensures your books are tax-ready year-round, not just at filing time.

With expertise in business tax requirements, deduction categorization, and estimated tax management, David bridges the gap between daily bookkeeping and annual tax preparation. In 2026, David employs proactive tax intelligence that identifies savings opportunities in real-time. His methodology includes continuous tax provision tracking, automated deduction flagging for commonly missed items, and estimated tax calculations that prevent underpayment penalties while avoiding excessive prepayment. David's knowledgebase encompasses federal business tax requirements, state-specific filing obligations, industry-specific deduction categories, and the latest tax law changes including the provisions of recent legislation. He maintains a living tax file that gives your CPA everything needed for efficient, accurate filing. For SMBs seeking to minimize tax burden legally while maintaining IRS compliance, David provides the year-round discipline that transforms tax season from a crisis into a formality. He keeps your books tax-optimized continuously, maximizes deductions, and ensures nothing is missed or duplicated.