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David L. Chess, CPA 727-470-2351 • [email protected] • www.HDVReps.com 801 West Bay Drive, #323 • Largo, FL 33770 Dave started his career in public accounting over 30 years ago. He opened the P&L Financial & Tax Florida office in 2014 after a successful career where he gained significant exposure to tax, retirement planning, audit and accounting. His goal is to help clients minimize their taxes and meet their lifelong financial goals. Dave helps clients understand complex tax and financial planning concepts by describing them in easy to understand terms and examples. Dave is licensed to practice as both a Florida and Illinois CPA and is a member in good standing of the Florida Institute of CPAs. He is past President of the Illinois CPA Society - Chicago South Chapter. He holds Series 7 (General Securities Representative) and 66 (NASAA – Uniform Combined State Law Exam) Securities licenses. P&L Services include: • Wealth management • Retirement planning • Educational planning • Legacy planning • Personal and corporate income tax planning • Tax return preparation • Financial statement preparation *Securities services offered through HD Vest Investment Services (SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. P&L Financial & Tax, Inc. is not a registered broker/dealer or independent investment advisory firm. Certified Public Accountant (CPA), IL Licensed Certified Public Accountant (CPA), FL Licensed MBA, Loyola University Chicago Registered Representative* Series 7 Licensed (Full Registration/General Securities) Series 66 Licensed (Uniform Security Agent) FINRA Licensed Member, Florida Institute of Certified Public Accountants (CPA) Former President of IL CPA Society, Chicago South Chaper

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David L. Chess, CPA727-470-2351 • [email protected] • www.HDVReps.com

801 West Bay Drive, #323 • Largo, FL 33770

Dave started his career in public accounting over 30 years ago. He opened the P&L Financial & Tax Florida office in 2014 after a successful career where he gained significant exposure to tax, retirement planning, audit and accounting. His goal is to help clients minimize their taxes and meet their lifelong financial goals.

Dave helps clients understand complex tax and financial planning concepts by describing them in easy to understand terms and examples.

Dave is licensed to practice as both a Florida and Illinois CPA and is a member in good standing of the Florida Institute of CPAs. He is past President of the Illinois CPA Society - Chicago South Chapter. He holds Series 7 (General Securities Representative) and 66 (NASAA – Uniform Combined State Law Exam) Securities licenses.

P&L Services include:• Wealth management• Retirement planning• Educational planning• Legacy planning• Personal and corporate income tax planning• Tax return preparation• Financial statement preparation

*Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. P&L Financial & Tax, Inc. is not a registered broker/dealer or independent investment advisory firm.

Certified Public Accountant (CPA), IL LicensedCertified Public Accountant (CPA), FL LicensedMBA, Loyola University ChicagoRegistered Representative*Series 7 Licensed (Full Registration/General Securities)Series 66 Licensed (Uniform Security Agent)FINRA LicensedMember, Florida Institute of Certified Public Accountants (CPA)Former President of IL CPA Society, Chicago South Chaper

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