Putnam Business Spotlight: a Tax Preparation Firm that Goes to its Customers

Every local business has a story worth sharing with the community. The plan behind this series at Patch is to shine the spotlight on all our favorite local businesses, and to learn a little about the ones we may not know that well.

This is as much about supporting local businesses as it is about celebrating the places and faces that make our community special. Click here to get to a simple form where local business owners can answer a few quick questions to be part of this ongoing feature.

Our spotlight today is on David Vega.

Business: David Vega’s Tax Service
Owners: David Vega
Website: http://www.davidvegatax.com/
Address: Mahopac and Harrison NY

How did you come up with the name?
It’s my name and describes my service.

Why choose that location? Why start a business in this town?
I live in Putnam and like to serve my community.

Briefly, what business are you in?
Tax Returns Preparation and Filing

What’s the most difficult moment or challenge you’ve faced as a business owner?
Keeping up with the ever-changing tax laws. Competing with the chains that can afford mass market advertising.

Were there any challenges that made you second guess your decision to be an entrepreneur?
The seasonality of the business.

What’s been your favorite moment or proudest achievement since opening?
Helping taxpayers who had fallen behind in filing and/or paying their taxes and bringing them up to date and current.

What’s the most innovative idea your employees or customers have had that you put into practice?
Everyone is always very busy so I do home or office visits to prepare my clients’ tax returns so that they have all their information handy and don’t have to leave their homes or offices.

How do you deal with difficult customers?
The customer is always right.

How does your business give back or get involved in the community?
I try to do as many free returns for friends, family, and the elderly as possible.