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David Kupferman, CPA

David Kupferman, CPA

Reviews Summary

The overwhelming majority of reviews praise the professionalism, expertise, and responsiveness of this CPA firm, with many highlighting significant tax savings, thoroughness, and excellent client service. Several reviewers mention long-term satisfaction spanning years. A small minority criticize unprofessional behavior, poor communication, and occasional errors. Most clients describe the team as knowledgeable, detail-oriented, and genuinely caring, with many emphasizing how they simplify complex tax situations. The firm is repeatedly recommended for both personal and business accounting needs.

About This Listing

Audit
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
Technology
Law Firms
QuickBooks
Xero
Cross-border Taxation

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

Audit
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
Technology
Law Firms
QuickBooks
Xero
Cross-border Taxation

Contact Information

Address

470 Columbus Ave #204

San Francisco, California 94133

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 Closed

Customer Reviews

We just had our taxes done for the first time by David's firm and are very pleased. The whole team was incredibly responsive and our taxes are done earlier than they ever have been. Would recommend them without reservation!

I absolutely recommend David Kupferman and his team. I needed a lot of tax education and they happily answered all of my questions and were always available and responsive. Not only that, they took what would have been a very complicated tax year for me and made it look so easy. Really efficient and thorough and all I could have asked for. Looking forward to a long relationship!

I cannot recommend David and his team enough. He literally helped me save thousands of dollars by having a hard look at my personal and business finances and helped restructure everything in a more efficient way.

David and his team are extremely professional, likeable and genuinely care about me. They have set me up with QB and are showing me the ropes through a series of training meetings using simple explanations and practical tools.

David is a thoughtful detail oriented CPA who is as much a partner to your business rather than just strictly a CPA. We can't thank he and Allan and Ada enough. Highly recommend.

Professional, thorough, responsive, attentive to detail... David and his team get it done. David is a fountain of knowledge and full of good advice. I highly recommend him!!

My experience with David and his staff has always been pleasant and relieves much of the stress of filing a complex tax return! I've been working with his office for 12 years now.

I had to search far and wide to get an accountant I could count on to represent me to the nth degree, while explicitly honoring the rules that govern tax practice. In the past my accountants been too weak, and it has cost me. David is the quintessential tax advocate.

He does not return phone calls and makes mistakes on taxes that puts you in a huge tax liability. Then he bails on you and lets his staff do his dirty work.

Incredibly rude to a colleague in his correspondence. As a Cpa I'd expect more professionalism. Very unfortunate first impressions.

He saved me over $100,000... nope... not kidding. I highly recommend David.

David makes my life easier and better!!

Incredibly helpful, accurate, and timely Certified Public Accountant firm.

Very trustworthy and honest people/company to work with.

(Translated by Google) Unprofessional and in bad taste in their attention (Original) Poco profesionales y de mal gusto en su atenci?n

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.