Our Mission
To make expert tax and accounting accessible, understandable, and genuinely valuable — helping every client file accurately, pay only what they owe, and make confident financial decisions with a trusted advisor at their side.
Who We Are
A tax firm built on precision and trust
Cedar Tax Advisors was founded on a simple belief: everyone deserves a tax professional who is accurate, transparent, and genuinely on their side — all year, not just in April.
Our Story
Rooted in expertise, grown through trust
Cedar Tax Advisors began with a handful of experienced preparers who were tired of watching people overpay, get lost in jargon, or feel abandoned the moment a return was filed. We set out to build the firm we wished existed — one that treats every client's finances with the same care as its own.
More than fifteen years and thousands of returns later, that principle hasn't changed. We've grown into a full-service tax, accounting, and advisory practice serving individuals and businesses across the country — but we still measure success one relationship at a time.
The cedar tree is known for its strength, longevity, and resilience. It's the standard we hold ourselves to: dependable through every season, and built to last.
Our Vision
To be the most trusted tax and advisory partner in the country — known not for size, but for the precision of our work, the transparency of our pricing, and the strength of the relationships we build with the people we serve.
What We Stand For
Core values that guide every return
These aren't posters on a wall. They're the standards we're measured against on every engagement.
Precision
Every figure checked, every return reviewed. Accuracy is non-negotiable.
Integrity
Honest advice and transparent pricing, even when it's not what you wanted to hear.
Partnership
We're in your corner year-round, not just at deadline. Your goals become ours.
Confidentiality
Your financial information is protected with bank-grade security and strict discretion.
Clarity
No jargon, no confusion. We explain your taxes in plain language you can act on.
Excellence
We keep learning, keep improving, and hold our work to the highest standard.
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Why Cedar Tax Advisors
The difference is in how we work
Plenty of firms can file a return. What sets Cedar apart is the experience around it — the accuracy, the access to a real advisor, and the sense that someone is actually looking out for you.
Experienced tax professionals
Seasoned preparers and advisors with deep US tax knowledge across individuals and businesses.
Transparent, flat-fee pricing
You'll know your price before we begin — no hourly meters, no surprise invoices.
A dedicated point of contact
One advisor who knows your history and answers when you reach out.
Year-round partnership
Planning, questions, and support long after your return is filed.
Our People
Meet the advisors behind your numbers
Approachable experts who make the complex feel simple — and who genuinely care about getting it right for you.
David Cheng, EA
Founder & Principal Advisor
Enrolled Agent with 18+ years in individual and business taxation.
Priya Nair, CPA
Director of Tax Strategy
Specialist in business structuring and proactive tax planning.
Marcus Bell, EA
IRS Resolution Lead
Handles audits, notices, and settlements with a steady hand.
Laura Simmons
Head of Bookkeeping
Keeps clients' books clean, current, and always tax-ready.
Let's Work Together
See what a true tax partner feels like
Book a free consultation and meet the team that will treat your finances like their own.