Client Reviews on Davis & Associates

    • 4.5
  • 17 Reviews

Most helpful positive review

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By Raven Sickal Sep 19, 2019

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Most helpful critical review

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By Keith Malatesta Oct 16, 2019

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Feedback:

There are plenty of accounting firms... steer clear of this one. The first year (2017) we filed all of our documentation in February. April 15th we get a call sayong we owe 35k!! 4 hours of back and forth and our tax liability is down to $4k. Following year we file all of our tax docs again in early Feb and ask that our tax prep be conpleted well in advance of April 15th to avoid the “crisis” we experienced last year. Nope... we were blown off after repeated weekly calls to check on status/progress. This is one of the responses (after several unanswered calls and emails: “Keith:As promised I'm working on your taxes.Please stop calling my staff harassing them - you aren't helping to get these done more quickly.Thank you”I noticed their Yelp page was taken down due to negative reviews. This year we are moving to a new accounting firm... two strikes... you’re out. Sayonara

Feedback:

There are no words to describe how AWESOME she is!!!!! THE BEST!!!!!!

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Jen and her staff have been handling both of my companies tax returns and quarterly payments. She has advised me and saved me so much money. She and her staff check in with me to make sure I stay on top of my receipts and documentation, remind me of upcoming deadlines. Effectively communicating with me and my book keeper has been a huge help for saving money and for remaining on task and avoiding penalties. I am so glad I found Davis and Associates! Life changing decision!

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Davis and Associates is amazing! Very communicative, supportive, and incredibly knowledgeable. I recommend them to everyone and will continue to use them every tax filing season. Highly Recommend!!

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Jennifer and team are the best of the best! Words can't describe how much I value their help and guidance over the years. Jennifer is so good about answering questions and making sure I understand everything! Wouldn't trade her for the world!

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Jen and her staff have done our family taxes for many years. It is a blessing to have the confidence of knowing someone is keeping up with all the rules and regulations to help us minimize our tax liability. Very satisfied customers.

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Fantastic service!! I've been using Jennifer for my tax returns every year since April 2004. I highly recommend her to anyone and everyone.

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I have been working with Jennifer for a number of years now and have had nothing but the best experience! Jennifer has been with me through 2 moves out of state and now the starting of 2 businesses. She and her staff respond quickly and professionally! She takes the time to answer all of my questions both about taxes but as well as the best options for my businesses in terms of filing. Jennifer will continue to be my go to accountant as she makes tax season easy for more and gives me tips on how to track things for the future!Thanks Jennifer! I appreciate all you do for me!

Feedback:

Davis & Associates is awesome! Jennifer has done my taxes for years & is always quick, efficient & works hard for me. As a business owner, it's nice to have someone I trust working on my taxes. The staff is courteous & Jennifer has been very prompt on answering any questions I've had to call her about as well. I highly recommend them for your taxes!

Feedback:

I absolutely love Jennifer and her team. I have two businesses and my husband owns a business too. For the past ten years her and her team have been nothing but a helpful pleasure to work with. They take the burden off of me whenever they can and return all my inquires more quickly than I would expect. I didn't want to, but I moved to another service that was bundled with my financial planning one year and it was a disaster. I went back to Davis and Assoc. and they FIXED everything. You couldn't pay me to work with another accounting firm. They are amazing.

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