Our Values
Davis & Associates operates under three core values that guide our interactions with clients and every aspect of our business.
- Professionalism: We uphold the highest ethical standards and maintain a commitment to competence and integrity in all our endeavors.
- Responsiveness: We prioritize clear and consistent communication, prompt responses, and personalized attention to your needs.
- Quality: We strive to deliver accurate and efficient services that exceed expectations and provide lasting value to our clients.
Who We Are
Established in Portage, Michigan, Davis & Associates is a team of experienced and dedicated professionals dedicated to helping businesses and individuals navigate the complexities of tax compliance and financial planning.
Our diverse team possesses extensive knowledge in accounting, taxation, and financial planning, enabling us to provide tailored solutions for diverse clientele. We are committed to providing personalized guidance and support, ensuring you feel empowered and well-informed throughout the process.
Our Services
We offer a comprehensive suite of services encompassing:
For Businesses
- Small Business Accounting & Bookkeeping
- New Business Formation & Consulting
- Tax Preparation & Compliance
- Payroll Management
- QuickBooks Support & Training
For Individuals
- Tax Preparation & Filing
- Estate & Trust Tax Planning
- Tax Relief & Assistance with IRS Issues
Our Commitment
At Davis & Associates, we believe in building lasting relationships with our clients. We are passionate about empowering you to achieve financial security, navigate complex tax landscapes, and achieve your financial goals.
Experience the Davis & Associates Difference
Our commitment to professionalism, responsiveness, and quality sets us apart. We are dedicated to building lasting partnerships with our clients, offering personalized guidance, transparency, and open communication every step of the way.
Ready to Take the Next Step?
Schedule a free consultation with us today and discover how our expertise can help you achieve your financial and tax goals.
Tax Preparation Services
Overview
The tax preparation services provided by Davis and Associates have received overwhelmingly positive reviews from clients. The team, led by John and Gerry Davis, has been praised for their professionalism, efficiency, and personalized service.
Professionalism and Expertise
Reviewers consistently praised the team's expertise and professionalism, citing their ability to handle complex tax returns with ease and provide clear explanations of the tax preparation process. Clients appreciated the team's willingness to answer questions and provide guidance throughout the process.
Communication and Responsiveness
The team's communication skills were also highlighted, with reviewers praising their prompt responses to inquiries and ability to keep clients informed throughout the tax preparation process.
Value for Money
Many reviewers commented on the affordability of the services, citing them as a more cost-effective option compared to larger tax preparation companies like H&R Block and Jackson Hewitt.
Personalized Service
The team's personalized approach was also praised, with reviewers appreciating the individualized attention they received and the ability to build a long-term relationship with their tax preparer.
Negative Experience
One reviewer reported a negative experience, citing a significant error on their tax return and expressing disappointment with the team's accountability.
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