President\Accountant, DS Financial Advisors, Inc.
David W. Schleis, EA is a trusted and highly knowledgeable President and Accountant at DS Financial Advisors, Inc., strategically located in Pennsylvania. With a specialized focus on tax and income planning, David brings a wealth of expertise to individuals seeking to optimize their financial strategies. As an Enrolled Agent, he has the credentials to represent clients before the IRS, ensuring they receive the best care and guidance in navigating their tax-related concerns.
As a holder of the NSSA® Social Security certification, David Schleis brings specialized knowledge of Social Security planning to every client relationship.
David is dedicated to helping clients achieve their financial goals through personalized assessments and solutions that cater to their unique needs. His extensive experience in social security planning positions him as a respected professional in the industry, making him an invaluable resource for individuals looking to secure their financial future. When you choose David W. Schleis, you are partnering with a seasoned expert committed to providing reliable and effective financial advice.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.