Davis Financial Services, LLC(804) 914-6233
Client Services
Client Services
My firm offers a wide range of services to our individual and business clients. Being a relatively small firm, I am able to offer my clients personalized quality service. Below, I have listed the services that I offer to my clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.  Call me at (804)914-6233.

(Click Service Title For Details)


Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. I can assist you with the day-to-day tasks associated with bookkeeping.

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Tax Services

IRS Representation

During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. My firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

My significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, and partnerships.

Other Services

Other Services

Due to my diverse client base, I encounter a wide array of financial and tax issues. As a result, I have gained valuable experience over the years in numerous specialized areas, many of which are listed below. I feel my ability to provide such a variety of services reflects my versatility and competency, as well as my dedication to quality client service.

  • Bill paying services
  • Investment review
  • Accounting for estates (Conservator)
  • Budget planning
  • Payroll Service

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