About

About

David Orr, E.A.

What sets me apart as a tax professional is my wide range of professional and investment experience, which brings a unique perspective to my practice. Originally trained as a software engineer, I worked for a major tech company before taking the leap to launch and successfully lead a software startup company. After selling that business, I made the deliberate choice to pursue a new career as a tax professional.

Alongside my professional path, I also pursued an interest in real estate investing. Starting with “house-hacking,” and then venturing into long-term rentals as a landlord, short-term rentals on platforms like Airbnb, and later participating in syndicated multifamily investment deals, I have amassed nearly two decades of hands-on experience in real estate.

This background has granted me an intimate understanding of the intricate tax, financial, and operational aspects of real estate investment. I specialize in optimizing the tax advantages inherent in real estate, allowing my clients to reduce their overall tax burden, maximize passive income, and build long-term wealth.

At our firm, we prioritize personalized service for every client. We recognize that each individual has unique needs and circumstances, with a diverse combination of W-2 income, business income, self-employment income, investments, and real estate holdings. That’s why we invest the time to understand each client’s specific situation, enabling us to deliver tailored tax preparation and advice that best suits their needs.

Need tax help? Contact us for a free consultation.
  • E.A. Credentialed — the highest level of federally authorized certification for a tax professional.
  • Bachelor’s degree from the University of Florida.
  • Experienced entrepreneur and real estate investor.
  • Austin, Texas resident for over 15 years.

What’s the difference between an EA and a CPA? 

The EA credential is the highest level of federally authorized certification for a tax professional, and it has a focus specifically on tax expertise. The CPA credential doesn’t cover taxation in as much depth, but covers a more diverse range of proficiencies, including a stronger focus on corporate auditing and business accounting.

Many CPAs do become highly skilled tax experts as a result of their experience and training beyond what is covered in the CPA exams and curriculum, and some CPAs who work as tax professionals go on to earn the EA credential as well.

When choosing a tax professional, their certification type is just one factor to consider. You should also consider their overall knowledge, reputation, and experience relevant to your particular tax situation.