Your Strategy, Built Around You

About Us

Dynamic Tax Advisory 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 is a specialized tax planning and compliance division operated by Dynamic Tax Professionals LLC, a Florida-based tax firm founded and owned by IRS 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.

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.