Your Strategy, Built Around You

About Us

Dynamic Tax Advisory LLC combines expert tax insight with advanced AI tools to create personalized tax strategies built around your goals. Every recommendation is data-driven, compliant, and designed to deliver long-term results with clarity and confidence.

150+

IRS Enrolled Agents

Trusted Tax Experts

AI Powered Tax Strategies

Every Plan Begins with Understanding You

Tailored tax strategies built around your specific financial objectives and business operations.

Our Tailored Approach

Through our structured four-step process, we blend specialized tax expertise with advanced technology to create strategies tailored to your goals.

1. Personalized Assessment

We take time to understand your unique situation; income sources, business structure, investments, family goals, retirement needs, and long-term plans. This forms the foundation for your customized tax strategy.

2. Comprehensive Strategy Modeling

Our AI-enhanced platform evaluates tax-saving opportunities across federal and state guidelines, identifying strategies that match your profile and deliver the greatest benefit.

3. Custom Roadmap & Action Plan

You receive a tailored strategy package that outlines your top recommended tax strategies, projected tax savings, compliance requirements, and clear step-by-step implementation guidance, supported by detailed analysis and documentation to help you take confident, informed action.

4. Solutions Designed for Real Life

Your plan is crafted to be actionable, realistic, and aligned with your goals, whether you’re building a business, managing a family’s financial plans, investing in real estate, or preparing for retirement.

Personalized Strategies Built for Your Unique Goals

We deliver fully customized planning tailored to your income, business structure, investments, and long-term priorities. Every strategy is designed to maximize results and support sustainable financial growth.

Who We Are

Dynamic Tax Advisory LLC is a Florida-registered tax advisory firm providing advanced, year-round tax planning and compliance-aligned advisory services. Founded and wholly owned by IRS Enrolled Agent Edward Davila, EA, the firm is built on more than 25 years of experience in U.S. taxation, financial management, and strategic tax planning.

Dynamic Tax Advisory LLC works in close alignment with Dynamic Tax Professionals LLC, with each entity serving a distinct role: Dynamic Tax Advisory focuses on proactive tax planning and advisory services, while Dynamic Tax Professionals LLC provides tax preparation and compliance services. This structure allows us to deliver higher-level advisory solutions focused on proactive planning, entity optimization, reasonable compensation analysis, wealth preservation strategies, and tax-efficient decision-making for individuals, business owners, professional firms, and retirees.

We combine deep technical expertise with modern technology, secure client portals, and AI-enhanced workflows to create a streamlined, precise, and transparent advisory experience. Our approach is data-driven, forward-looking, and designed to support informed decisions before filing season—not after.

With a nationwide reach and a local presence in Hillsborough, Hernando, and Orange County, Florida, Dynamic Tax Advisory serves entrepreneurs, investors, and high-income taxpayers who value strategic guidance and year-round support. We also partner with CPA firms, Enrolled Agents, and tax preparation practices seeking outsourced tax advisory, planning, and implementation support.

At Dynamic Tax Advisory LLC, our mission is to help clients reduce tax exposure, strengthen compliance, and build long-term financial security through intelligent, forward-focused tax planning. We deliver the clarity, structure, and expertise needed to support confident financial decisions in an increasingly complex tax environment.

Start Your Personalized Tax Advisory Today

Get a clear, actionable roadmap designed to reduce taxes and strengthen long-term savings. Take the next step toward a smarter, more efficient tax plan.