Business Details
26 Years
experience
Trusted Bookkeeping & Tax Services for Small Businesses
Davis Professional was founded on January 1, 2000, initially offering tax preparation services. Over time, we identified a critical gap in small businesses' financial management and expanded our expertise to include comprehensive bookkeeping and financial statement preparation. Our team specializes in simplifying complex financial processes, allowing business owners to focus on growth while we handle record-keeping, tax compliance, and strategic financial planning.With Enrolled Agents on staff and a commitment to client education, we provide tailored solutions that align with individual business goals. Our service model emphasizes flexibility, accuracy, and cost-efficiency, enabling clients to operate with clear financial insights and avoid common pitfalls that contribute to early business failure.
Services
Bookkeeping
Tax Preparation
Tax Resolution
Financial Statements
Child Care Services
Details
- Year established: 2000
Highlights and features
- We save businesses up to 40% through outsourced bookkeeping
- Dave Ramsey endorsed local provider for financial solutions
- Enrolled Agents on staff for expert IRS representation
- Customizable income categories for business-specific needs
- Proven track record preventing small business financial failure
Associations and certifications
- Enrolled Agent
What people say
Accurate financial reports
Expert tax representation
Business-specific solutions
Cost-effective services
Timely response times
Services
Bookkeeping
Our professional bookkeeping service maintains accurate financial records for small businesses, including general ledger management, account reconciliation, and financial reporting. We help businesses save up to 40% compared to in-house solutions while ensuring compliance with all financial standards. Our system provides real-time financial insights that support informed business decisions.
Tax Preparation
We prepare federal, state, and local tax returns for sole proprietorships, LLCs, corporations, and nonprofits. Our team handles income, franchise, sales, payroll, and property taxes with strategic planning to minimize tax liabilities. Enrolled Agents ensure proper representation before all tax authorities for optimal compliance and savings.
Tax Resolution
Specialized representation for businesses and individuals facing tax issues with federal and state agencies. Our Enrolled Agents verify documentation accuracy, identify errors, and negotiate payment plans or settlements. We focus on protecting assets while resolving tax debt concerns through customized solutions.
Financial Statements
We prepare complete financial statements in compliance with professional standards, including income statements, balance sheets, and cash flow statements. These documents provide management with accurate data for strategic decision-making while maintaining proper documentation for regulatory requirements and business planning.
Child Care Services
We handle all documentation requirements for child care centers participating in federal nutrition programs. Services include menu planning, meal pattern tracking, reimbursement claims processing, and staff training documentation. Our system ensures compliance with CACFP regulations while simplifying administrative requirements for care providers.
Questions
What bookkeeping services do you offer for small businesses?
We provide complete bookkeeping services including general ledger management, financial reporting, bank reconciliations, and customized financial tracking systems tailored to small business needs.
How can outsourced bookkeeping benefit my business?
Outsourced bookkeeping saves up to 40% compared to hiring in-house staff while providing expert financial management, real-time reporting, and reduced administrative burdens.
Do you prepare both business and personal tax returns?
Yes, we prepare complete business and personal tax returns for all entity types including LLCs, corporations, partnerships, and sole proprietors at the federal, state, and local levels.
What is your experience with IRS tax resolution cases?
Our Enrolled Agents have extensive experience resolving tax issues with the IRS, including negotiating settlements, verifying documentation accuracy, and creating payment plans for individuals and businesses.
Can you help child care centers with CACFP requirements?
We provide complete CACFP documentation services including meal pattern tracking, reimbursement claims, staff training records, and compliance monitoring for child care centers.
How do I start working with Davis Professional?
Contact us by phone or email to schedule a consultation, then simply fax or email your documents to begin bookkeeping, tax preparation, or financial services.
