Profile
David Kelly
ListedFinancial Planning and Tax Services in San Jose
About
About
David Kelly CPA, CFP provides financial planning, tax preparation, and tax planning services through DJK Advisors LLC. The practice serves investors from small to large and describes its financial planning work as cost-effective and fiduciary in focus.
In addition to financial planning, the firm provides tax preparation and tax planning services.
David Kelly CPA, CFP provides financial planning, tax preparation, and tax planning services through DJK Advisors LLC. The practice serves investors from small to large and describes its financial planning work as cost-effective and fiduciary in focus.
In addition to financial planning, the firm provides tax preparation and tax planning services. Source facts list related tax professional services including accounting services, bookkeeping services, tax planning, and tax services. The profile is associated with San Jose, CA.
- Financial planning for investors
- Tax preparation and tax planning
- Accounting and bookkeeping services
- CPA credential listed in profile facts
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
San Jose, CA
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