Brian Davis CPA PA
Brian Davis CPA PA

Brian Davis CPA PA

Offers remote services
Offers remote services
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Introduction: 10+ years of experience in providing clients with quality Tax Preparation, Tax Planning, Business Consulting and Accounting Services. Whether you are an individual getting started with a new business, or a multinational corporation, we have experience and we are able to assist with your tax and regulatory filings, along with providing a plan so you are maximizing the tax code to your advantage. One important quality to look for when selecting someone to prepare your tax filings is their ‘CPA’ designation. I enjoy helping businesses navigate the evolving tax rules and regulations. As a Certified Public Accountant (CPA), I can represent you and your business to the IRS, State Dept. of Revenue, etc. Seeing my clients reach their goals through planning and a seamless strategic partnership, is my goal with every new engagement.
Overview

Hired 7 times

Background checked

License verified

3 employees

11 years in business

Payment methods

Cash, Check, Credit card, PayPal, Square cash app, Venmo, Zelle

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

5 photos

Reviews
Exceptional 5.0

7 reviews

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Read reviews that mention:


Christopher L.

Individual Tax Preparation

I was notified by the IRS that I had to take care of some previous years filings ASAP. I found Mr Davis via web search for CPA/Tax experts. I had already called around and gotten several prices and spoke with many different CPA's, Mr Davis's prices and services offered were some of the best around. After a phone call with him, I was immediately impressed by his down to earth nature and his understanding that I had to move quickly. He didn't try and up-sell me all the additional services I didn't need like many others did. I met with him that day and he started immediately. I liked the fact that on top of him telling me what he would do and how he could help me, he explained to me the steps needed to rectify the situation in layman's terms rather then hitting me with all the IRS/Legal jargon. A few days later I received a call that everything was finished. I still have quite a few steps to go through to rectify the situation, but I will be using Mr Davis for that and all future filings. Mr Davis seems to take pride in helping people out, and definitely goes above and beyond.
Aug 3, 2014
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Verified
Cherrie C.

Individual Tax Preparation

Brian amended our taxes and helped us figure out why the IRS seemed to be targeting us with audits (which are supposedly random). We met at his office and it took may be 45 minutes to explain everything and go through the documents with him. Brian was very professional and answered all of our questions. He really went above and beyond to help us out. He was available by phone and email every time I reached out to him. We'll probably use him again next tax season in order to avoid the crazy situation that we just went through.
Oct 8, 2014
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Verified
Tom D.

Individual Tax Preparation

Read reviews on several sites as well as on Thumbtack and Called Brian practically last minute.. Your always hesitant to work with someone based on a couple of reviews in fear that the testimonials are friends or fake -- nothing fake about Brian...He prepared our Business and Personal Taxes efficiently and at a reasonable price. He was great to work with and made everything very simple for us. Great start to a great relationship in the future. -- Thanks Brian
Oct 30, 2014
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Verified
Jeff f.

Individual Tax Preparation

Brian was professional and efficient. Highly recommend using him
Sep 12, 2015
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Verified
Kandis L.

Individual Tax Preparation

Mr. Davis was very helpful with my tax filing. I highly recommend him. I'll will be using him for my future taxes!
Jun 28, 2014
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Verified
Credentials
License

License Type: FIRM – Certified Public Accounting Firm (FL)

License verified on 5/26/2020

License

License Type: CPA – Certified Public Accountant (FL)

License verified on 11/9/2020

Background Check

Brian Davis

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Fees are based on the complexity of your tax filing(s). We keep our expenses low so that we can pass along those savings to you. When compared to medium to large sized public CPA firms, our fees are lower, and our communication is better. Sometimes there are accounting services, payroll tax services, IRS correspondence, etc. that are necessary to complete your tax filings correctly. We will discuss your entire situation and provide a no-obligation quote before we start working. We will also provide various options for ongoing services that may be monthly, quarterly, semi-annually or annually. We believe that analyzing your tax situation is something we should do more than once a year. There are some situations where a clients income is steady year-round-we still suggest assessing your tax situation more frequently than once a year, as there are various changes to the tax code, that could be critical to your tax planning. (Increases to tax credits, PPP Loan forgiveness, expiration of deductions, etc.)

  • What is your typical process for working with a new customer?

    Normally it starts with your last tax filing. If you are looking to have someone prepare your tax return(s) for a specific year or years, we will need a copy of your last filed tax return. If you don’t have a copy, no worries-we can (given your consent) request a copy directly from the IRS. *Its vital to know what ongoing filing requirements you have, and which you would like us to assist with: -business income tax returns (1120, 1120S, 1065, etc.) -business sales tax returns (DR-15) -business payroll tax returns (941, 940, W2, etc.) -individual income tax returns (1040) *If you are unsure-no worries, we can discuss these in great detail with you. Once we know what our assignments are and have agreed to the fees, we get started and provide you with a turnaround time.

  • What education and/or training do you have that relates to your work?

    Brian Davis CPA, P.A.: CPA - Certified Public Accounting Firm Brian Davis: CPA - Certified Public Accountant CFE - Certified Fraud Examiner LCAM - Community Association Manager

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