Business Details
16 Years
experience
Trusted Accounting & Tax Services in Oklahoma
Davis Accounting Service is a dedicated accounting firm with over 60 years of combined experience among its professionals. We specialize in providing personalized accounting and business services to both individuals and businesses, focusing on long-term client success. Our team is committed to more than just preparing tax returns; we aim to help clients prosper through expert financial guidance and strategic planning. With a strong foundation built since our founding in 2010, we bring deep expertise in tax preparation, bookkeeping, and business consulting. Our professionals hold certifications such as QuickBooks Pro Advisor and have extensive experience in public accounting, IRS problem resolution, and budgeting counseling.We pride ourselves on delivering quality service tailored to each client's unique needs. Our commitment extends beyond our clients to active community involvement, including roles in local chambers of commerce and church organizations. We understand the complexities of financial life and are dedicated to providing knowledge that empowers our clients. Our firm operates with integrity, transparency, and a focus on building lasting relationships through exceptional service.
Services
Tax Return Preparation
QuickBooks Consulting
Bookkeeping
IRS Problem Resolution
Business Consulting
Details
- Year established: 2010
Highlights and features
- We offer over 60 years of combined accounting experience.
- Our team provides personalized tax planning and budgeting counseling.
- We specialize in IRS audit representation and problem resolution.
- Certified QuickBooks Pro Advisors on staff for software training.
- Active community involvement and local business support.
Associations and certifications
- QuickBooks Pro Advisor
Services
Tax Return Preparation
We prepare and electronically file tax returns for individuals, partnerships, corporations, estates, and trusts. Our service includes comprehensive documentation guidance and strategic tax planning. Clients receive personalized support to ensure accurate filings and maximize potential refunds.
QuickBooks Consulting
As Certified QuickBooks Pro Advisors, we provide software training and implementation support. Our consulting helps businesses optimize financial management through efficient QuickBooks usage. We offer tailored solutions for both new users and those needing advanced system optimization.
Bookkeeping
We maintain accurate monthly financial records, identify banking discrepancies, and provide ongoing financial outlook monitoring. Our bookkeeping ensures clients maintain organized financial data for better business decision-making. Services include regular financial status updates and error correction.
IRS Problem Resolution
We represent clients in IRS audits, tax collection issues, and lien/levy negotiations. Our expertise handles payroll tax problems, garnishments, and seizure cases. We advocate for clients to resolve tax disputes efficiently while minimizing personal involvement.
Business Consulting
We provide strategic guidance for business budgeting and operational efficiency improvements. Our consulting draws from executive experience in corporate financial management. Services include business financial analysis and customized improvement recommendations.
People
Keli Davis
Owner/Accountant
Keli Davis founded the firm in 2010 after 11 years in public accounting. She holds a Bachelor's in Accounting and serves as a QuickBooks Pro Advisor. With expertise in tax planning and business counseling, she actively contributes to local community organizations.
Patti McKinney
Accountant
Patti McKinney brings 40+ years of public accounting experience, specializing in tax and QuickBooks services. She previously worked in Oklahoma's agricultural sector and maintains active roles in church financial management. Her expertise includes complex tax return preparation.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, business consulting, and QuickBooks support for small businesses. Our services include financial analysis and operational efficiency improvements.
Do you help with IRS audit representation?
Yes, we represent clients in IRS audits and handle tax collection issues, liens, and levies. Our experience helps resolve disputes without requiring client attendance.
Are you certified in QuickBooks software?
We are Certified QuickBooks Pro Advisors offering training and implementation services. Our certification ensures expert guidance for accounting software needs.
How can I prepare for a tax appointment?
We provide tax checklists and questionnaires to gather necessary documents. Common items include income statements, deduction records, and prior year returns.
What experience do your accountants have?
Our team has over 60 years combined experience in public accounting. We specialize in tax planning, budgeting, and business financial strategy with local community involvement.
