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Trusted Tax and Accounting Services in Poulsbo, WA
Davis Financial Group has been serving clients for over 40 years with expertise in tax preparation, accounting, and bookkeeping. Our team includes Enrolled Agents and Certified Public Accountants dedicated to resolving complex financial challenges. We specialize in IRS problem resolution, offering services like levy releases, payment plans, and Offer in Compromise solutions. Since the Affordable Care Act's implementation, we've provided tailored health care advisory services to help clients navigate tax implications. Our strategic partnerships with professionals across industries ensure comprehensive support for diverse client needs.We expanded into estate services in 2019, offering forensic accounting and estate tax solutions. Clients benefit from personalized service through remote support in Poulsbo, Washington, and San Jose, California. Our approach combines technical expertise with proactive problem-solving to deliver reliable financial guidance. We prioritize transparency in all interactions, ensuring clients understand their options and outcomes. With decades of experience, we remain committed to simplifying complex financial matters for individuals and businesses alike.
Services
Tax Preparation
Taxpayer Representation
Accounting
Estate Services
Bookkeeping
Highlights and features
- We offer 40+ years of experience in tax and accounting services
- Our team includes Enrolled Agents and Certified Public Accountants
- Specialize in IRS problem resolution with proven success rates
- Provide ACA advisory services for healthcare tax implications
- Offer comprehensive estate services with forensic accounting
Services
Tax Preparation
We prepare individual and corporate tax returns with expertise in complex financial situations. Our certified professionals ensure accurate filings while maximizing deductions. Clients receive personalized guidance through questionnaire-based consultations and document submission processes.
Taxpayer Representation
Our specialists resolve IRS issues including levies, payment plans, and Offer in Compromise solutions. We represent clients during audits and negotiations, leveraging our expertise in tax code to achieve favorable outcomes for complex tax problems.
Accounting
We provide comprehensive accounting services for small businesses including bookkeeping, financial statement preparation, and audit support. Our team ensures compliance with tax regulations while maintaining accurate financial records for business decision-making.
Estate Services
Our estate specialists create secure dashboards and gap analyses for estate management. We offer forensic accounting, tax preparation, and executor support with hourly billing and retainer options for customized estate solutions.
Bookkeeping
Remote bookkeeping services for small-to-medium businesses using secure cloud-based systems. We handle expense tracking, invoice management, and financial reporting while providing seamless integration with our tax and accounting expertise.
People
Sabra Davis
CEO
Sabra Davis leads Davis Financial Group with expertise in tax and accounting. As a BA and Enrolled Agent, she specializes in complex tax solutions and IRS problem resolution.
Questions
What tax services do you offer for international clients?
We prepare tax returns for clients worldwide and offer remote support through secure document sharing systems.
Can you help with IRS audit representation?
Yes, our Enrolled Agents and CPAs provide audit defense and IRS negotiation services for tax disputes.
Do you offer bookkeeping for small businesses?
We provide cloud-based bookkeeping services tailored for small-to-medium sized businesses with integrated tax support.
What estate planning services are available?
Our estate services include dashboard creation, gap analysis, forensic accounting, and executor support with hourly billing options.
How do you handle complex tax situations?
Our team specializes in resolving complex issues including ACA compliance, self-employment taxes, and estate tax matters.
