*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
101 S Ohio Ave floor 2
Sidney, Ohio 45365
Tyler and the team are awesome to work with. They are always available. They are a part of our team. Tyler truly cares about our success.
First time customer here referred by a friend. The entire process on his secure well built website was super easy and simple. Tyler Davis did fantastic and my taxes were done in less than a week. Pricing was reasonable, although a price breakdown would be a neat suggestion. He was but a call or text away if any questions came up during the process. Always answered my questions with ease and made sure I understood. I won?t go anywhere else! Get with Davis Tax and rest assured your taxes will be done with exp
Easy process with Mr. Davis, able to upload documents quickly, and video message to confirm our return details was super convenient! We have a small business and personal income to account for, which Mr. Davis handled seamlessly. A+++ and heartily recommend his services!
We were referred to Davis Tax by friends and could not be happier with our experience! Tyler sat with my husband and I for two hours going over deductions and tips to help us for the future. As someone who is self employed, I found this to be extremely helpful to plan out my future. We are very impressed and Will continue doing business with Davis Tax!
Tyler is extremely professional, detailed, and friendly. He is always available for help or questions. The whole process is streamlined and efficient. Would recommend his services to anyone!
Tyler was very professional and got our return done and back to us very quickly. The process was very easy and straightforward to do online. He goes the extra mile to make sure you get your best return. I will be recommending him to everyone I know.
First time customer. Tyler Davis is a top notch Tax Agent. I received more money with his knowledge on tax deductions with Charitable Giving/etc. Tyler was promp with getting back to me when questions came up to assure I understood everything. The secure online portable has been a lifesaver for me to access childrens SS numbers/etc. I won?t go anywhere else! Get with Davis Tax and rest assured your taxes will be done with expertise and professionalism.
We found Tyler on line, it is one of the best decisions we?ve made in a while! He has earned a new client with us! He was, knowledgeable, professional, prompt, friendly and he discovered deductions from previous years, we did not know we had. He walked us through and explained every step, at a very difficult time! Once again, thank you Tyler! Nick and Bonnie Tomanelli
Tyler is detail oriented, organized and efficient. He is trust worthy with your personal and financial information. Tyler makes himself available to answer any of your questions. Most importantly, he?s accurate with his preparation of your return.
Tyler was very professional and informative. He went above and beyond researching some real estate investment questions I had. His website was super easy to navigate and he was very responsive with any questions that I sent him. Would recommend to everyone!
Very thorough and responsive organization! DAT gave great advice for next year's planning.
Tyler helped us through a very difficult tax situation. He genuinely, cared and went the extra mile. Great, trustworthy, local business to invest in !!
I've been extremely happy since switching to Tyler. He is very knowledgeable, proactive but most importantly he's easy to communicate with. I'd highly recommend working with him.
Tyler was amazing to work with. He was very knowledgeable and courteous. He helped make our first joint filing a breeze. We will defiantly be back!
I love working with Tyler! He is thorough, informative, and always files my taxes in a timely manner. If an issues arises, he communicates the process needed to resolve it, and provides all the documents needs with explicit instructions to ensure I understand what the next steps are.
Tyler was very professional and courteous. He made the process very simple and affordable. I enjoyed using the online portal, it made uploading documents very efficient. I will continue to use Davis Tax for years to come.
Tyler makes the tax filing process simple. He is easily accessible to answer questions and provide easy to understand explanations.
Tyler was incredibly accommodating, patient and efficient. His expertise is evident in the manner in which he handled my case. I will continue subscribing to his services for a long time to come.
This previous tax season was the first that I?ve used Davis Accounting & Tax and I couldn?t have been happier. Uploading documents was easy even for somebody that isn?t tech savvy like myself. My filings were accepted without any issue. I will be using this service in the future years to come and would recommend to any friends or family.
I will ONLY use Davi?s Accounting & Tax services for my business. Tyler is very friendly and helpful, honest and professional! 10/10 recommend!
Davis Tax was the simplest return I have ever filed. Tyler is very knowledgeable and quick to respond! Would highly recommend.
10/10 would recommend Tyler for anything to do with taxes!! I filled out all of the information he needs this morning and he had it done within 12 hours super hassle free! Great experience!
Tyler is very detailed and professional when completing my taxes. Would highly suggest and recommend him in all aspects.
I would definitely recommend Davis Accounting and tax. He got with me very quickly and my tax return came back in record time! Thank you Tyler!
Davis Tax has done mine and several people I knows taxes in the past and always is very professional and gets it done in a very timely manner.
Always helpful with the endless questions we ask.
Tyler was very professional and answered all my questions, I feel better knowing I have him on my my side. Thank you Tyler
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.