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David Breinig, CPA PLLC

David Breinig, CPA PLLC

Reviews Summary

David consistently receives high praise for his tax expertise, professionalism, and clear communication. Clients appreciate his ability to simplify complex tax situations, provide strategic advice, and deliver exceptional results. Many highlight his affordability, efficiency, and patience, especially for business owners and those with disorganized records. His proactive approach, responsiveness, and willingness to educate clients stand out, making tax season stress-free. Numerous reviewers strongly recommend him for both personal and business tax needs, often citing his trustworthiness and the relief of having a reliable CPA.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
QuickBooks

Contact Information

Address

13137 164th Ave SE

Snohomish, Washington 98272

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

I had such a great experience working with David! He was so communicative, kind and really made tax season a breeze for me. I would recommend him to anyone who is looking to be well taken care of for their taxes.

David was extremely helpful in both the preparation of my taxes and also providing individualized tax advice going forward. His communication is very prompt and thorough. I am extremely happy to have met with him and will definitely be using his services going forward.

Thanks to Chelsie and David for helping me get my LLC set up. It was the middle of tax season, and they were very fast and helpful.

David was so incredibly helpful! I was struggling to find someone to take on filing the taxes for my non profit. David was so friendly and helpful! He had it done so quickly and efficiently! He's a great communicator and very responsive! I cannot say enough about the positive experience I had! I hope he will take on my personal taxes as well!

I highly recommend working with David and his company. I called around and chatted with many CPAs, and found David to be extremely knowledgeable in his trade, excellent at communication, and more than fair in his price structure. He handled the entire transition from my previous accountant which I super appreciated! He always is on top of all the deadlines and paperwork - I highly recommend him if you?re looking for a CPA!

If you?re super busy and need someone to make taxes less stressful and easy, David is your guy! I was so stressed about taxes, underprepared, and disorganized when he took us in. He made the process simple and took a weight off my shoulders. He?s professional and down to earth, so helpful, and gives away tons of helpful knowledge. I will refer friends and would recommend to anyone, especially if you own a business.

I recently started working with David and I?m impressed and so glad I?m finally handing off my business and personal taxes to a pro! He?s had great recommendations from the start, helping me move from an LLC to an S Corp and getting all my tax and financial ducks in a row. The stress relief of having this off my plate and in the hands of someone I trust is huge! Excited to continue working with him and have already recommended him to friends, colleagues and fellow business-owners!

David was professional and guided me through the process with ease. He treated me with respect & dignity and never gave me any doubts about his in depth knowledge of taxes. Highly recommend!

I received a good referral for David as a CPA and gave him a call. He was very prompt, listened to my needs and wants for the help I was looking for. I called a few other places to check costs, he beat all local pricing. I believe all it took only a week for him to complete what was needed, and to be honest majority of that time was me holding it up by not submitting the right documents, which he was very patient with me on. Since then, we have discussed him meeting with my teen to go over investing and I l

His strategies helped me get a much bigger tax return than I anticipated and he was super easy to work with. Much more affordable than I expected as well. Highly recommended.

It's been great working with David. He is thorough and great at communicating even around complex tax situations.

David is on it. I?m very impressed at how involved he is. 10/10 would recommend!

Very knowledgeable guy, he help me with what I need it. I really recommend him to do your taxes.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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