Business Details
47 Years
experience
Emergency
services
Expert Tax & Accounting Services in Poulsbo
Davis Financial Group has served clients for over 40 years, specializing in tax preparation, accounting, and bookkeeping services. Our team includes Enrolled Agents and Certified Public Accountants who address complex financial needs for individuals, corporations, partnerships, trusts, nonprofits, estates, and gift taxes. We provide strategic taxpayer representation, resolving IRS issues through payment plans, levies, and Offer in Compromise solutions. Our firm expanded to include Health Care Advisory services following the Affordable Care Act and offers remote support for clients globally. With a focus on small businesses, we deliver full accounting services and introduced estate management solutions in 2019.Our Poulsbo, Washington-based office collaborates with attorneys, financial planners, and real estate professionals to meet diverse client needs. We prioritize personalized service, ensuring clients work directly with their assigned tax professional. Our secure estate dashboard organizes critical financial information, while forensic accounting and gap analysis support trustees and executors. We operate on an hourly retainer model, returning unused funds, and maintain transparency in all services. Our reputation for resolving complex tax matters and commitment to client education underscores our dedication to long-term financial solutions.
Services
Tax Preparation
Taxpayer Representation
Accounting Services
Estate Management
Bookkeeping
Details
- Year established: 1979
Highlights and features
- We offer 40+ years of experience resolving IRS tax disputes and complex filings.
- Our team includes both Enrolled Agents and Certified Public Accountants.
- We provide personalized taxpayer representation with proven levy and lien solutions.
- We offer secure estate management dashboards with forensic accounting support.
- Our remote bookkeeping services integrate with tax and accounting expertise.
Associations and certifications
- Enrolled Agent
- Certified Public Accountant (CPA)
Services
Tax Preparation
We prepare individual and corporate tax returns with expertise in complex financial situations. Our Enrolled Agents and CPAs ensure compliance while maximizing deductions. Clients worldwide receive personalized support through secure digital document submission.
Taxpayer Representation
Our specialists resolve IRS disputes including levies, payment plans, and Offer in Compromise solutions. We advocate for clients facing tax liens or audit challenges, leveraging decades of experience in negotiating with tax authorities.
Accounting Services
We provide full accounting support for small businesses, including bookkeeping, payroll processing, and financial statement preparation. Our cloud-based systems enable seamless collaboration while maintaining compliance with tax regulations.
Estate Management
Our estate specialists create secure dashboards organizing assets, liabilities, and contacts. We offer forensic accounting, tax returns, and gap analysis to support executors managing complex estates with business entities or real estate holdings.
Bookkeeping
Remote bookkeeping services help businesses track expenses and manage accounts payable/receivable. Our Poulsbo-based team uses cloud technology for real-time updates, allowing clients to focus on core business operations without in-house accounting staff.
People
Sabra Davis
CEO
Sabra Davis, CEO of Davis Financial Group, holds a BA degree and is an Enrolled Agent with over 40 years of experience in tax and accounting services. She leads strategic expansion of the firm's offerings, including estate management solutions introduced in 2019.
Questions
What tax services do you offer for complex IRS issues?
We specialize in IRS representation, including payment plans, levy releases, and Offer in Compromise solutions.
Do you handle accounting for small businesses?
Yes, we provide full accounting and bookkeeping services tailored to small-to-medium businesses.
What estate management services are available?
We offer secure estate dashboards, forensic accounting, tax returns, and gap analysis for executors.
How do your remote bookkeeping services work?
Clients upload receipts digitally while our Poulsbo team manages bookkeeping remotely via cloud systems.
Are your tax professionals certified?
Our team includes both Enrolled Agents and Certified Public Accountants with specialized expertise.
