1. Tax Offices
  2. North Carolina
  3. Morrisville

Tax pro near me: David Rowe

  • Available Virtually
  • 11 years experience
  • Master Tax Advisor
  • Small Business Certified
  • Enrolled Agent

With 11 years of experience as an H&R Block tax pro, David enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, David stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). David specializes in investments, rental income, charitable giving and more.

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Tax offices David works in

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David can help with:

  • Investments

    Investment income can include buying low/selling high, stocks and bonds, and capital losses.

  • Rental Income

    Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.

  • Charitable giving

    Donations made to qualified charities can be deducted to reduce taxable income.

  • Retirement

    Retirement income, pensions, and annuities can change the way you file your taxes.

  • Multi-state income

    This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.

  • Military

    Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.

  • Clergy

    Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.

  • Estates and Trusts

    The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.

  • Audits or IRS/state notices

    This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.

  • Tax Planning

    Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.

  • Small Business Advanced Certified

    Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.