David B Robinson

Business Details

42 Years

experience

Trusted Tax Preparation & Consulting in Richmond

David B Robinson has been a premier provider of personal and business income tax preparation and consulting services since 1984. With over four decades of experience, the firm specializes in serving individuals, small businesses, and entrepreneurs in Virginia, particularly those with complex tax situations in real estate, performing arts, media, and digital content creation. The practice emphasizes personalized attention, strategic planning, and a solutions-oriented approach, with the owner handling 100% of client work directly.

David's unique background includes founding multiple businesses, serving as an interim CFO for various organizations, and developing expertise in historic tax credit financing. The firm maintains a commitment to transparency, ethical practices, and continuous client education through in-person meetings and entrepreneurial classes. David's extensive experience as a speaker, author, and community leader reinforces the firm's reputation for delivering accurate, forward-thinking tax solutions tailored to each client's specific needs.

Services

Tax Preparation Business Consulting Tax Planning Interim CFO Services Entrepreneurial Classes

Details

Year established: 1984

Highlights and features

40+ years of hands-on tax preparation and consulting experience
Direct service from the owner CPA with no delegated work
Specialized expertise in complex tax situations for niche industries
Proven track record with historic tax credit financing projects
Personalized approach with guaranteed senior-level attention

What people say

Substantial tax returns Exceptional professionalism Immediate intervention success Clear explanations Timely responsiveness

Website

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Services

Tax Preparation

Comprehensive tax preparation services for individuals and sole proprietorships, focusing on accuracy and maximizing legal tax benefits. Specializes in complex situations involving real estate, digital content creation, and performing arts. Direct CPA involvement ensures personalized attention to detail and strategic tax planning opportunities.

Business Consulting

Tailored consulting services for entrepreneurs and small businesses, covering entity structure assessment, financial planning, and tax strategy. Leverages decades of experience in business ownership and interim CFO roles to provide practical, actionable guidance for business growth and tax optimization.

Interim CFO Services

Temporary chief financial officer support for businesses needing expert financial management during transitions. Draws on extensive experience with nonprofit organizations, historic tax credit projects, and multiple industries to provide strategic financial oversight and implementation.

Tax Planning

Proactive tax planning services focused on minimizing liabilities and maximizing opportunities through year-round strategies. Utilizes deep understanding of tax code changes and specialized expertise in complex scenarios to create customized solutions for high-net-worth individuals and business owners.

Entrepreneurial Classes

Interactive workshops on guerrilla marketing and business development, combining CPA expertise with practical entrepreneurship experience. Limited to small groups for personalized instruction on building sustainable businesses through proven, low-cost marketing strategies and brand development techniques.

People

David B. Robinson

Certified Public Accountant

David B Robinson has provided tax and business consulting services since 1984. A recognized expert in complex tax situations, he combines accounting expertise with entrepreneurial experience from founding multiple businesses. He has served as interim CFO for various organizations and developed specialized expertise in historic tax credit financing projects.

Questions

What services does David B. Robinson, CPA offer?

The firm provides tax preparation, consulting, and strategic financial planning for individuals and small businesses, with specialized expertise in complex tax situations for real estate, performing arts, and digital content creators.

How does the client onboarding process work?

New clients schedule an in-person 'Onboard Meeting' at the Richmond office between June 15th and August 15th each year to discuss tax strategies and establish the working relationship.

What payment methods are accepted?

Payments for services are accepted via check, cash, or Venmo at the time of service.

Does the firm handle corporate tax returns?

The firm currently focuses on individual (Form 1040) preparation and sole proprietorships, not C-Corporations, S-Corporations, or partnerships.

Are consulting services available for non-clients?

Yes, 'Becoming NOT a Client' meetings are available for tax advice and strategy discussions without ongoing representation, subject to availability.

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Reviews (7)

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Scott Allison

May 23, 2022 Report

I was referred to David several years ago by a trusted friend and I am grateful for that referral. David is a professional and I appreciate the time I get to spend with him each year as I learn something new every time.

Sean Cook

May 15, 2022 Report

David Robinson is a true professional. This is my first year using his service, and I will 100% be using his services again. His thoroughness and attention to detail are second to none. Ive never felt more confident in my taxes than this year.

Georgia Cole

May 14, 2022 Report

I trust David implicitly and have for 20 years. I am the second generation in our family to use him. He is extremely knowledgeable, up to date on everything financial, competent, and well versed in self employment, business, and real estate ventures. He has great attention to detail and an educators heart which, in turn, creates a more confident and knowledgeable client. I wouldn't trust anyone else. Thanks David!

James Street

Nov 07, 2021 Report

I want to say thank you David. I am exploring a business venture and need advise to make sure I am moving in the right direction. I called him after hours just to leave a message and receive a call in the morning. To my surprise Mr. Robinson pick the phone right up and ask how he could help. He was very kind with his words even though I am not his client and I probably disturbed him during dinner ( I am sorry if I did).

Any one who is working with him is very fortunate I can tell that he puts a lot of care in his work. I look forward to becoming a client in the near future. Thank you Mr. Robinson for taking my call.

Daneel Patel

Oct 30, 2021 Report

Had a quick question about capital gains taxes, he answered everything on the phone with me free of charge and addressed each of my questions in under five minutes. Very knowledgeable and very patient. Couldn't recommend more!

Rick Adams

May 09, 2021 Report

I have been a client of David's for over 25 years. I have remained his client for several reasons. First, David is always current on how new tax laws and legislation impacts his clients at an individual level. Second, his professionalism and responsiveness is unparalleled when compared to other service providers I have worked with over the years. Lastly, and perhaps most important, David always takes the time to ask about my family members one by one.

He genuinely cares about his clients, their families and their success. I would highly recommend David to anyone needing personal or business based accounting services. In fact, I recently recommended him to my son for his business. I might added, he is equally impressed with David.

A. Ian Lim

Apr 13, 2021 Report

I chose David to be my accountant because I wanted a CPA that owned and managed real estate because that is what I was getting into. It turned out that he was quite good at what he did, very intelligent, and he also thinks like an entrepreneur, because he is one as well. You won't find anyone like him. If you are lucky enough to become one of his clients you will be comforted by the fact that you have someone of great skill and competence at your service.