Predict the future by creating it

About Us

Dynamic Tax Advisory combines expert insight with advanced AI tools to craft personalized tax strategies that help you save and grow. Our approach ensures every recommendation is data-driven, fully compliant, and tailored to your unique financial goals. We focus on clarity, accuracy, and long-term results, giving you the confidence to make informed decisions year after year.

150+

Enrolled Agents

Trusted Tax Experts

AI Powered Tax Strategies

Our Tailored Approach

We combine in-depth tax expertise with advanced technology!

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

Every taxpayer’s situation is different, and your tax strategy should reflect that. Our Tailored Solutions service provides fully customized, data-driven planning designed around your financial goals, business structure, and long-term priorities. Whether you are an individual, investor, or business owner, we create a strategy that fits your life and maximizes your results.

Who We Are

Dynamic Tax Advisory is a specialized tax planning and compliance division operated by Dynamic Tax Professionals LLC, a Florida-based tax firm founded and owned by Enrolled Agent Edward Davila. With more than 25 years of experience in U.S. taxation, financial management, and advanced planning strategies, we deliver high-level, results-driven tax solutions to clients nationwide.

As part of Dynamic Tax Professionals LLC, our advisory division expands the firm’s capabilities, providing proactive planning, entity optimization, wealth-preservation strategies, and tax-efficient financial guidance tailored to individuals, business owners, professional firms, and retirees. We combine technical expertise with modern technology, secure client portals, and AI-enhanced workflows to create a streamlined, precise, and transparent experience.

With a nationwide reach and local presence in Hillsborough, Hernando, and Orange County, Florida, we serve 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 preparation and advisory solutions.

At Dynamic Tax Advisory, our mission is to help clients reduce tax liabilities, strengthen compliance, and build long-term financial security through intelligent, forward-focused planning. Backed by Dynamic Tax Professionals LLC, we deliver the clarity, structure, and expertise needed to make confident financial decisions.