-WE ARE NOW THE NEW HOME OF ASTUTANT & BUDGETAX!!-
At Davis & Associates, CPA's we provide accounting and bookkeeping services, tax planning and tax preparation to both businesses and individuals. Through our six Florida offices located Bonita Springs, Fort Myers, Cape Coral, North Fort Myers, Clermont and Leesburg we can service the needs of clients in those locations and the surrounding areas. Our CPA firm's reputation has been built on integrity in providing professional, timely and comprehensive tax planning and preparation, accounting, bookkeeping, and consulting services. We have a passion for small to mid size businesses and helping them to exceed their financial goals through thoughtful and intentional tax strategy.
Our Accounting & Tax Preparation Services
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We offer a broad range of tax and accounting services including monthly bookkeeping, financial statement preparation, timely preparation of all state and federal tax forms, tax strategy, personal and business tax preparation. We specialize in performing accounting services for homeowner associations including bookkeeping, auditing, financial reviews, and recommendations. In addition to our accounting services, we offer financial planning estate planning, succession planning, competitive fees for credit card processing, prepaid legal services, and investment and financial services. Our CPA's are experienced and eager to help you attain your business goals, whatever they may be!
With a combined 65 years of experience in accounting, our CPA's have worked with a variety of businesses and industries. John Davis volunteers much of his personal and professional time to local charitable foundations and is committed to helping our community flourish. Stephen Minosky adds his extensive accounting background with 30 years experience in both public and private industry. Steven Phillips with 15 years in public and private industry specializes in our HOA audits, tax preparation and financial planning. We believe that investing ourselves and our time in the community will build strong trusting relationships. When you are successful, we are successful.
Free Reports and Newsletter
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You can learn how to reduce your taxes, make better business decisions, and develop tax strategies all by signing up for our FREE monthly newsletter! Not only does our newsletter offer free accounting advice, but you'll find tips on financial planning, managing your business, retirement and much more. You'll also get the latest breaking tax saving strategies and reminders for important tax due dates. Whether you are a business owner, individual, or an investor our newsletter brings valuable tax advice right to your computer.
We offer our clients a wealth of tools and resources to make their accounting, bookkeeping, and tax preparation and planning as seamless as possible. All our clients have access to a secure portal on our website to ensure safe and secure document exchange. Our clients have access to low fee credit card processing, estate planning, financial planning and more. We aim to streamline your entire financial portfolio by providing you with a well rounded, trusted business relationship. Our CPA firm is passionate about not only meeting our clients accounting and tax planning needs, but helping them excel beyond their financial goals.
