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Based in New York, serving clients nationwide
We begin with a structured evaluation of your financial picture—designed to uncover opportunities, reduce risk, and build a clear path forward.
What’s included:
Strategy doesn’t stop after a plan is created. We provide ongoing advisory and oversight to ensure your tax strategy evolves alongside your income, investments, and business decisions.
Core elements:
Structured, reliable tax preparation for individuals and businesses—designed to support, not replace, long-term strategy.
Includes:
David K. Boatswain, CPA, is a New York–licensed Certified Public Accountant and Certified Tax Coach who works with physicians, business owners, and real estate investors seeking proactive, strategy-driven tax planning. His work focuses on helping high earners reduce taxes intentionally, gain clarity and predictability, and align financial decisions with long-term wealth goals—rather than reacting at tax time.
David brings nearly two decades of experience across individual and business taxation and is a contributing author with the American Institute of Certified Tax Planners. He has also written tax-related educational content for Intuit, helping professionals better understand real-world tax strategy. Clients work with David for thoughtful planning, clear guidance, and a structured advisory approach built for long-term success.
In DeTaxify Your Life, seventeen of America’s Top Certified Tax Coaches show you how to tackle your taxes proactively. Instead of scrambling once a year, you’ll learn how to cleanse inefficient habits, trim unnecessary tax fat, and build a strategy that adapts as your life and the tax laws change.
This isn’t about risky loopholes or aggressive shortcuts. It’s about understanding how different parts of the tax code can work together to leave you with a leaner tax bill.
It’s time to reset your approach, detox your finances, and put more money back where it belongs – in your pocket. Start thinking like a tax detox expert and reclaim more of what you earn.
A portion of firm revenue—and, where clients choose, a portion of tax savings—is directed toward
causes we actively support.
We believe disciplined financial planning creates the opportunity to make a broader impact, intentionally
and transparently.
Need help with a project or have a question about our work? We’re here for you.