MEET YOUR TAX STRATEGIST

Tax Planning That Starts Before the Year Ends

Edward Dávila, EA

Enrolled Agent · Certified Concierge TaxPlanIQ Advisor · Certified Digital Assets Advisor

"I help business owners, real estate investors and high-income professionals keep more of what they earn, through year-round planning built on their own numbers rather than a once-a-year filing."

From Corporate Finance to Proactive Tax Planning

My career began in corporate finance, including about ten years with a GE affiliate, where I learned how decisions look on a balance sheet and how much good planning matters before the year ends, not after. That perspective shapes every engagement today.

Over 30+ years in accounting, finance and tax, I saw the same pattern again and again: capable owners overpaying because nobody looked ahead. I founded Dynamic Tax Advisory LLC to change that, with clear strategy, done in advance and documented properly.

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S-Corporation Owners

Entity elections, reasonable compensation and the decisions that follow from them.

Real Estate Investors

Cost segregation, depreciation planning and long-term property strategy.

High-Income Professionals

Planning for W-2 and business income alike, with multi-state needs included.

Growing Businesses

Entity structure, restructuring and planning as the business changes.

Who I Work With

How I Work

Discovery

A short call to understand your situation, your goals and what’s not working today.

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Strategy

A written plan built on your numbers, showing which strategies apply and why.

Implementation

Every strategy is set up correctly and supported with the right documentation.

I serve clients in English and Spanish, and I’m based in Orlando, working with clients across Florida and beyond. Outside the office, I hold a 6th Dan black belt in ITF Taekwon-Do and serve as Treasurer of ITF America Foundation, a 501(c)(3) nonprofit. Discipline, preparation and respect guide my practice as much as my training.