Meet David Forney, a visionary entrepreneur who embarked on an extraordinary journey in Castle Rock back in 2001. His serendipitous encounter with his beloved wife while working at the outlet mall not only sparked a lifelong love story but also ignited a deep appreciation for the town’s beauty and charm. Every day, David wakes up in gratitude for the opportunity to call Castle Rock home.

David’s passion for making a meaningful difference led him to pursue an accounting degree at Metro State University of Denver. During his senior year, an eye-opening tax class introduced him to the world of assisting low-income individuals through the VITA program. Witnessing the profound relief on people’s faces when he helped them with their tax returns, David discovered his true calling.

Eager to address the inefficiencies he observed in the tax industry, David founded Mobile Tax. Balancing his finance career and entrepreneurial aspirations, he embarked on a mission to redefine the tax preparation experience. After obtaining his Enrolled Agent (EA) certification and a Mortgage Origination License, David made the courageous decision to dedicate himself fully to Mobile Tax in 2023. Since then, his relentless commitment has yielded remarkable success, delighting clients with unparalleled convenience and service.

With a clear vision for the future, David is steadfast in his goal to elevate tax preparation in Castle Rock, catering to the needs of its accomplished residents. Join him on this thrilling adventure as he continues to shape the landscape of tax preparation, transforming it into a seamless and gratifying experience for the community.