Business Details
10 Years
experience
Your Trusted Financial Partner in Pittsburgh
At DS Financial Advisors, we specialize in comprehensive tax planning, financial advisory, and investment management services designed to help individuals and businesses maximize their savings and achieve long-term financial goals. Founded in 2016, our Pittsburgh-based team prioritizes personalized strategies tailored to each client's unique needs, combining expertise in tax optimization, estate planning, and portfolio management. As a Registered Investment Adviser, we adhere to rigorous compliance standards, ensuring transparency and trust in every client relationship. Our commitment to education empowers clients to make informed decisions, while our local market knowledge enables targeted solutions for residents of North Hills, Wexford, and Cranberry Township.With decades of combined experience in accounting, tax resolution, and wealth management, we provide IRS representation, small business accounting, and fee-only portfolio management services backed by proven methodologies. Our client-centric approach focuses on diversification, global investment opportunities, and regular portfolio rebalancing to maintain financial alignment with evolving life objectives.
Services
Tax Preparation
Financial Planning
Investment Management
IRS Representation
Payroll Services
Estate Planning
Portfolio Analysis
Tax Resolution
Small Business Accounting
Life Insurance
Details
- Year established: 2016
Highlights and features
- We offer 20+ years of combined experience in tax and financial planning.
- Our fee-only portfolio management removes commission-based biases.
- We provide IRS representation for tax resolution cases.
- Our investment strategies emphasize global diversification and rebalancing.
- Local Pittsburgh expertise serving North Hills, Wexford, and Cranberry Township.
Associations and certifications
- Registered Investment Adviser
- FINRA BrokerCheck
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings while identifying legal deductions to minimize tax liabilities. We specialize in complex returns for individuals and businesses, leveraging up-to-date knowledge of federal and state regulations. Clients receive strategic guidance to optimize future tax positions through proactive planning.
Investment Management
We offer fee-only portfolio management focused on diversified, globally balanced investments with regular rebalancing. Our strategies align with client risk tolerance and financial goals, emphasizing long-term growth and stability through evidence-based asset allocation techniques.
IRS Representation
Our IRS representation services address tax debt, audits, and compliance issues with tailored solutions. Certified professionals negotiate payment plans, penalty abatements, and offers in compromise to resolve back taxes while protecting client interests throughout the process.
Estate Planning
Comprehensive estate planning services include wills, trusts, and legacy strategies to preserve wealth across generations. We coordinate with legal professionals to ensure asset distribution aligns with client wishes while minimizing tax implications and probate complexities.
Small Business Accounting
We provide full-cycle accounting solutions for small businesses, including payroll processing, financial reporting, and tax compliance. Our services streamline cash flow management and regulatory adherence, allowing business owners to focus on operational growth with financial clarity.
People
David W Schleis
President
David Schleis is a licensed Enrolled Agent with 20+ years of experience in tax resolution and financial planning. He specializes in IRS representation and investment strategies, holding FINRA Series 65 certification for wealth management services.
Donna Tunney
Admin Assistant
Donna Tunney manages client appointments and payroll operations with 15 years of administrative support experience in financial services. She serves as the primary contact for scheduling and operational coordination.
Questions
How can you help maximize tax savings?
We identify legal deductions and credits while optimizing filing strategies to reduce taxable income, leveraging our expertise in current tax code regulations.
What investment approach do you use?
Our fee-only management emphasizes diversified portfolios with global exposure, regular rebalancing, and risk-appropriate asset allocation tailored to individual financial goals.
Do you handle IRS tax debt cases?
Yes, we specialize in IRS representation for tax debt resolution, including payment plans, penalty abatement, and negotiated settlements for individuals and businesses.
What financial planning services are offered?
We provide comprehensive planning covering retirement strategies, estate preservation, college funding, and cash flow management aligned with long-term life objectives.
How do I schedule an appointment?
Contact us at (412) 366-0900 or through our website to book consultations for tax, investment, or financial planning services during regular business hours.
Reviews (2)
Chris Albee
Jul 01, 2021
Report
Critical:Professionalism,Responsiveness
Unprofessional, poor communication and lacks courtesy are a few ways I'd describe my limited time contacting them - they are not very good.
Unprofessional, poor communication and lacks courtesy are a few ways I'd describe my limited time contacting them - they are not very good.
John Urban
Dec 23, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.
I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.
