It's not how much money you make. It's how much money you save.
At Pittsburgh's Top Tax Saving Experts, we understand that managing your finances can be overwhelming. That's why we're committed to providing personalized financial guidance to help you achieve your goals. Our team of experienced professionals is dedicated to helping you make the most of your hard-earned money.
Our Mission
Our mission is to empower individuals and small business owners to take control of their financial futures. We believe that everyone deserves access to expert financial guidance, regardless of their income or financial situation. That's why we offer a range of services designed to help you achieve financial freedom.
Our Services
We offer a comprehensive range of financial services, including:
Individual Finances
- Financial planning and budgeting
- Investment management
- Retirement planning
- Estate planning
- Life insurance planning
Small Business Accounting
- Bookkeeping and financial statement preparation
- Payroll services
- Tax preparation and planning
- Financial planning and consulting
Tax Services
- Tax preparation and planning
- IRS representation and relief
- Tax planning and minimization strategies
Investment Management
- Fee-only portfolio management
- Investment consulting
- Retirement planning and account maintenance
ElderCare Financial Planning
- Long-term care planning
- Retirement planning
- Estate planning
- Life insurance planning
College Financial Planning
- College savings planning
- Scholarship and grant management
- Financial aid planning
Estate Planning
- Wills and trusts
- Probate and estate administration
- Guardianship and Conservatorship
Life Insurance Planning
- Life insurance brokerage
- Group and individual insurance plans
- Disability insurance planning
At Pittsburgh's Top Tax Saving Experts, we believe that managing your finances should be a collaborative process. That's why we take the time to listen to your goals and aspirations, and tailor our services to fit your unique needs.
Our Team
Our team of experienced professionals is committed to providing exceptional service and expertise. Our team includes:
- Dave Schleis, CPA, CFP, PFS, and EA holds degrees in accounting and finance, and has over 20 years of experience in the financial services industry.
- Our staff is dedicated to providing personalized service and expert advice to help you achieve your financial goals.
Contact Us
If you're looking for a trusted partner to help you manage your finances, we're here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Communication and Professionalism
The review highlights that some individuals have had negative experiences with the tax professional, citing unprofessional behavior, poor communication, and a lack of courtesy. On the other hand, one reviewer had a positive experience with the same professional, praising their expertise, personability, and willingness to meet in person.
Problems with Service
The review by Chris Albee expresses disappointment with the service received, stating that the professional showed a "negative responsiveness" and was unprofessional. The poor communication and lack of courtesy mentioned are likely to have contributed to the negative experience.
Exceptional Service
In stark contrast, John U.'s review lauds the tax professional, Dave, for their exceptional service. The reviewer praises Dave's expertise, personability, and willingness to explain complex tax issues in a way that is understandable. John U. also highlights the importance of Dave's in-person meetings, which allowed for a more personalized approach to tax preparation.
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