We currently offer a number of services which include individual and small business tax return preparation and tax advising, small business financials and auditing, budgeting, small business filings, grant writing and management, notary services, financial literacy education, and bookkeeping services. They can also consult on issues concerning human resources, technology, management and forensics. The wide range of services we offer allow us to be of service to any business or individual.
Small Business Start-Up ServicesMoving into entrepreneurship can be exciting but scary all at once. At Davis Tax Consulting & Financial Services, LLC, our associates will assist you in making this a seamless transition so that you can focus more time on other parts of your business.
Small Business Start-Up Services we provide:
- Choosing a business structure
- Creating a business plan
- Business registration process
- Business licenses and permits
Business & Individual Tax ServicesDavis Tax Consulting & Financial Services, LLC works with small business owners and individuals to prepare their tax returns. We are knowledgeable and experienced in preparing tax returns for LLCs, Non-Profits, C Corporations, S Corporations, Partnerships, and Sole Proprietorships. You can find reassurance in Davis Tax Consulting & Financial Services, LLC because we remain current on all of the latest tax regulations and laws. We interact with small businesses and urge them to be proactive in their taxes, so we remain in communication with each business throughout the year. In addition, we attend IRS training workshops, and we facilitate financial literacy and tax workshops throughout the year for businesses and individuals.
Tax Services we provide:
- Preparation of corporate and individual tax returns
- State and local taxes
- Tax planning services
- Prior Year Tax Returns
- Rental Property
- Assistance & Representation during IRS Audits
Accounting ServicesBusinesses owners rely on accurate financial information to remain efficient and effective in the current market. Davis Tax Consulting & Financial Services, LLC works with business owners to achieve their goals through precise accounting and record-keeping. As small business owners, our clients have more important things to do than to stress over company books. Davis Tax Consulting & Financial Services, LLC can take care of your accounting and bookkeeping needs so you can get back to the job of running your business and generating profits.
Accounting Services we provide:
- Bank reconciliations
- Monthly, quarterly, and annual financial statements
- Monthly, quarterly, or annual bookkeeping
- Establishment of effective accounting systems
- Processing payroll
- Budgeting and analysis
- Bookkeeping (QuickBooks)
- Invoicing/Billing and reconciliation of accounts receivable
- Bill Entry and reconciliation of accounts payable
- Customized Reporting
- Preparation of Forms 1099, 1096, W-2's, etc.
- Development and Implementation of Policies and Procedures
Business Formation & Incorporation ServicesHave you ever considered starting your own business but don't know where to begin? Davis Tax Consulting & Accounting Services LLC can help you get started. Forming a new business can be a complex procedure, but remember planning and structure are extremely important. Having a strategic business plan is vital in the early formation of your business. Whether it's a service business or retail business, we have you covered. Our associates assist many new small businesses, as well as growing and well-established companies, and we are here to help you as well!
Business Formation & Incorporation Services we provide:
- Preparing the Articles of Incorporation/Organization
- Preparing the Operating Agreement
- Filing forms with the Secretary of State
- Filling out and filing all required state and local licenses.
- Filling out and sending your application for your federal employer identification number.
- Developing a strategic business plan
- Determining the appropriate business structure
- Developing a budget
Non Profit Accounting ServicesDavis Tax Consulting & Financial Services, LLC assists nonprofit organizations with setting up and maintaining their non-profit organizations by handling all IRS reporting. We are tax and accounting professionals who continually research and study new and pending federal, state and local, and international tax laws that impact nonprofits. Our diligence provides our nonprofit clients with the opportunity to respond in a timely manner and time to implement internal changes that are necessary for tax and operational compliance.
Non Profit Accounting Services we provide:
- Form 1023 & 1024 Nonprofit Application
- Form 990 & State Tax Filings
- State charitable registrations
- Tax compliance
- IRS Representation
- Grant writing & management services