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February 2024 by James Moore
Love their detail and follow through.
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May 2023 by Chuck Elmer
Joe and Company do a great job!
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April 2023 by Brandon Merrill
I was a little skeptical of having to pay someone to do my taxes because of all the free options out there. We don’t have a lot, other than student loan debt and our single family home. We also don’t make a ton but Davis Financial was well worth it! Just to see if I actually needed to pay them to do my taxes before my appointment, I did what I would do with TurboTax and TT said I was going to owe $1100! Well after my meeting with Davis Tax, we got a refund for $1700! That’s a $2800 difference! Well worth the couple hundred to have a professional do it! I recommend them to everyone now!
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April 2023 by Jason Tonioli
These guys are fantastic for business owners. Joe and his team know their stuff and if you have complicated taxes, it is great to have someone who understands both the business, investment and tax rules so you don't miss opportunities but also do things right.
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April 2023 by william snarr
Joe Davis is the best. He is accurate, fast and friendly. We've been using him for 3 years and I wish I would have started sooner.
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April 2023 by M P
Great place to have your taxes prepared for your peace of mind. Tax law changes often and it's important to have knowledge people involved to assist your needs. Joe and Aaron and the entire staff are doing great work. Thanks
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April 2023 by Brittany A
Awesome company! We finished our taxes this year with little stress and they took the time to explain adjustments we could make to hep make future filing even better, which we appreciated!
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April 2023 by Steven Loy
Joe has done my taxes for 3 years now. I'm very confident in his knowledge and ability.
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April 2023 by Brayden Monson
They make filing taxes so easy. Great service from Joseph and staff.
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March 2023 by Donna Johnson
First year using Davis Tax and Associates. For the last 8 years used Paramount, who I originally liked but found lacking the last couple of years. Joe was personable yet professional, and the first to show me a way to make charitable contributions in a way that will lower my tax burdens. They can also perform forensic accounting and represent me with the IRS if necessary (with past IRS issue). More than just tax and accounting services, they are a fiduciary and can help with financial planning and strategy. Highly recommend.
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February 2023 by Olga Navrotska
They are very professional, nice and fast, saved me a lot of money in taxes and a lot of headache trying to do it myself.
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April 2022 by Laura Bown
Joe & his staff do incredible work. They are very kind and thoughtful. I love their Positive energy!
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April 2022 by Dan Fox
Joe does a great job and is very personable. Always gets the best return!
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December 2021 by Danielle Crumb
This is who you want for all your tax and financial planning needs! Professional, knowledgeable, caring and responsive. Would definitely recommend!
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May 2021 by Scott Young
Joe and his team are amazing. Not only are they quick and very affordable but they are extremely helpful at giving you tips and tricks to reduce your tax liability each year. I recommend them to everyone I know. If you're looking for an place to get your taxes done this is by far one of if not the best. They also can help you with financial planning to help you with you better your situation now and for retirement.
