WE HELP YOU ACHIEVE YOUR DREAMS
Our Mission
At Davis & Associates, Accountants, LLC, we strive to change the way you feel about your accountant. We believe in building strong client relationships based on trust, personalized service, and open communication. Our team of experienced professionals is dedicated to providing customized solutions that empower you to achieve your financial goals.
Who We Are
Founded by experienced accounting professionals, Davis & Associates combines deep financial expertise with a genuine commitment to client satisfaction. We are passionate about guiding individuals and businesses towards financial success and security. We are qualified to handle a wide range of accounting, tax, and financial advisory needs.
For Individuals
- Bill Pay and Budgeting Assistance
- Money Management Services
- Consulting and Compliance Advising
- Networking Opportunities
- Professional Services
- Referral Directory
- Proactive Tax Planning and Tax Return Preparation
- Audit and Representation
- Management of Household Employee Tax Filings
- On-Going Updates Through Social Media and E-mail Newsletters
- Assistance with Elder Care Issues
For Businesses
- Comprehensive tax planning and compliance services
- Financial consulting and strategic planning
- Business valuation and litigation support
- Executive compensation planning
- Debt and equity financing guidance
- Mergers and acquisitions support
Our Expertise
We have extensive experience assisting clients with:
- Real Estate Tax Law: Optimize your property investments and mitigate tax burdens.
- Fractional CFO Services: Gain valuable guidance on financial planning, operations, and strategy.
- Tax Resolution: Navigate audit issues efficiently and minimize potential penalties.
Client-Focused Approach
At Davis & Associates, we prioritize open communication, responsiveness, and personalized attention. We take the time to understand your unique needs and goals, ensuring that our services are tailored to your specific situation. We believe in empowering our clients with clear information and constant updates throughout the process.
Ready to Experience the Difference?
Contact us today to schedule a consultation and discover how Davis & Associates can be your trusted partner in achieving your financial success.
Overall Experience
The reviews highlight the exceptional service provided by Jennifer Davis and her team at Davis and Associates. Clients rave about the team's responsiveness, knowledge, and ability to save them money on their taxes.
Communication and Responsiveness
Many reviewers praise the team's prompt responses to emails and calls, with some mentioning that they receive answers to their questions in a timely manner. However, one reviewer had a negative experience with communication, stating that they had to send multiple emails and calls to get a response.
Knowledge and Expertise
Reviewers consistently mention the team's knowledge and expertise in tax preparation and planning. They appreciate the guidance provided and the ability to trust the team with their tax-related needs.
Personalized Service
Several reviewers mention the personalized service they receive from Jennifer and her team. They appreciate the team's attention to detail, patience, and understanding of their individual needs.
Negative Experience
One reviewer had a negative experience with the team, citing poor communication and a lack of responsiveness. They also mentioned that they were not aware of a master account set up by the team, which caused issues with their tax filing.
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