CPA · CFP® · 10+ Years Tax Experience
Most financial planners hand off your taxes. David handles both, so your financial plan and tax strategy are always aligned.
Schedule a free call Our processServices
Every area of your financial life is connected. David plans them that way.
401(k), IRA, Roth conversion strategy, and Social Security optimization tailored to your timeline.
Year-round strategy, not just filing. Minimize your tax burden across your full financial picture.
Portfolio review, asset allocation, and tax-efficient investment strategy aligned to your goals.
529 strategy, contribution planning, and college funding guidance for your family.
Life, disability, and umbrella coverage review to protect what you have built.
Coordination with a trusted estate attorney to align your financial and legal documents.
Our process
A proven six-step process, the same framework used by CFP® professionals, tailored to your unique situation.
We start by getting to know you: your income, assets, debts, family situation, and what you want your financial future to look like. No judgment, just a complete picture.
We define what success looks like for you: retirement age, education funding, building wealth, protecting your family. Both short-term and long-term priorities.
David reviews everything: cash flow, tax situation, retirement accounts, investments, insurance coverage, and estate documents to identify gaps, inefficiencies, and opportunities.
A written, personalized financial plan covering all six areas with specific, prioritized recommendations you can act on. Not a generic report. Your plan.
We walk through the plan together, answer every question, and prioritize next steps. David helps coordinate implementation from adjusting contributions to connecting you with the right professionals.
Life changes, and your plan should too. Ongoing planning meetings keep your financial strategy current as your income, family, and goals evolve over time.
Why David
Very few advisors bring deep tax expertise and CFP® financial planning together under one roof.
Tax planning and financial planning are deeply connected. David handles both with no handoffs and no gaps.
David is legally required to act in your best interest. No commissions, no product sales, ever.
David works with individuals, small businesses, landlords, nonprofits, and trusts across the Millis area.
Based in Millis, MA. David works with a select number of clients to ensure every relationship gets real attention.
CPA, CFP® · Millis, Massachusetts
David holds a Bachelor of Science in Accounting and Business Economics from the University of South Carolina, as well as a Master of Taxation, also from the University of South Carolina.
A licensed CPA and CFP®, David has been serving individuals and businesses in the Greater Millis area for over 10 years. He works with a wide range of clients including individuals and families, small businesses, landlords, nonprofit organizations, and trusts.
His background in tax combined with his CFP® credential allows him to provide truly integrated financial planning, where your tax strategy and your long-term financial goals work together from day one.
Schedule a free 15-minute introductory call. No obligation, no pressure.
Phone
774-291-9699
DJHillCPA@gmail.com
Location
Millis, Massachusetts