Davis Financial Group is a tax and accounting firm in Poulsbo, Washington near Seattle with remote support for clients in San Jose, California. We have been handling individual, corporate, partnership, trust, non-profit, estate, and gift taxes for more than three decades and can assist you with your most complex tax or accounting problems. We have a strong track record of resolving problems with the IRS.
Since the advent of the ACA (Affordable Care Act), we have added a Health Care Advisory -- to advise our clients of the impact of the act on their taxes and accounting. We have strategic partnerships with other business professionals and can provide referrals to meet your needs. We now also handle local business bookkeeping and in 2019 we added a new practice for estate services.
Since the advent of the ACA (Affordable Care Act), we have added a Health Care Advisory -- to advise our clients of the impact of the act on their taxes and accounting. We have strategic partnerships with other business professionals and can provide referrals to meet your needs. We now also handle local business bookkeeping and in 2019 we added a new practice for estate services.
Services
Our headquarters are in Poulsbo, Washington in Kitsap, County, with remote support in San Jose for our California clients.
To make payments using your credit card please contact our office during business hours.
We provide tax preparation, tax planning, tax representation, accounting, bookkeeping and fiduciary services.
To make payments using your credit card please contact our office during business hours.
We provide tax preparation, tax planning, tax representation, accounting, bookkeeping and fiduciary services.
There is no substitute for good tax planning.
Hate surprises at the end of the year?
So do we!
Work with us to help you set and reach your realistic goals without the panic rush at the end of the tax season.
Tax planning requires carving out some time to spend with your tax professional and your investment planner to explore various tax strategies that can help you avoid unnecessary negative impacts on your plans from taxes.
It starts by gathering all the pertinent information of your income sources, investment vehicles, assets and insurance products and applying them to your future plans, aspirations, and goals, with taxes in mind.
Hate surprises at the end of the year?
So do we!
Work with us to help you set and reach your realistic goals without the panic rush at the end of the tax season.
Tax planning requires carving out some time to spend with your tax professional and your investment planner to explore various tax strategies that can help you avoid unnecessary negative impacts on your plans from taxes.
It starts by gathering all the pertinent information of your income sources, investment vehicles, assets and insurance products and applying them to your future plans, aspirations, and goals, with taxes in mind.
No matter where you are, no matter how urgent the need.
WE CAN HELP YOU.
We have deep experience preparing tax returns and take the time to get to know all of our clients and their needs.
We have clients all over the world!
We are able to work with you no matter where you live.
Our firm is unique in that we have tax preparers, Enrolled Agents and Public Accountants in the same office, giving you the confidence that we can handle any problem you throw at us.
Once you contact us, we'll walk you through the process of filling out the questionnaires (available on this website) and sending us your documents.
WE CAN HELP YOU.
We have deep experience preparing tax returns and take the time to get to know all of our clients and their needs.
We have clients all over the world!
We are able to work with you no matter where you live.
Our firm is unique in that we have tax preparers, Enrolled Agents and Public Accountants in the same office, giving you the confidence that we can handle any problem you throw at us.
Once you contact us, we'll walk you through the process of filling out the questionnaires (available on this website) and sending us your documents.
Do you know that MOST TAX PROBLEMS WITH THE IRS start because of a serious event in your life?
If you ignore the IRS, they can make your life miserable.
They can be worse than any bill collector.
They have the power to be very aggressive, but typically ease off if you show that you are willing to fix the problem.
We can stand in your corner.
It's a collaboration between you, the IRS, and us to find and implement a solution that works for everyone.
If you ignore the IRS, they can make your life miserable.
They can be worse than any bill collector.
They have the power to be very aggressive, but typically ease off if you show that you are willing to fix the problem.
We can stand in your corner.
It's a collaboration between you, the IRS, and us to find and implement a solution that works for everyone.
An Enrolled Agent is a tax professional licensed by the Federal government to represent taxpayers.
An EA is an expert in tax planning and the preparation of tax returns, and an effective advocate on behalf of taxpayers before the IRS and State tax agencies.
An EA is required to demonstrate competence in matters of taxation; the right to represent taxpayers comes directly from the US Department of the Treasury.
Unlike many tax preparers for whom tax preparation is a seasonal job, EA's provide tax services year-round in the field of tax planning, preparation, and representation.
An EA is an expert in tax planning and the preparation of tax returns, and an effective advocate on behalf of taxpayers before the IRS and State tax agencies.
An EA is required to demonstrate competence in matters of taxation; the right to represent taxpayers comes directly from the US Department of the Treasury.
Unlike many tax preparers for whom tax preparation is a seasonal job, EA's provide tax services year-round in the field of tax planning, preparation, and representation.
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