*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.*
28901 Trails Edge Blvd # 205
Bonita Springs, Florida 34134
Davis & Associates continue to provide exceptional service to their clients. Stephanie is a wealth of knowledge and works hard to provide an outstanding relationship. Everyone in the office was kind and helpful. I would highly recommend their services!!
After our long-time accountants retired, we started using Davis and Associates for several businesses and our personal financial needs. They are a wonderful team and are extremely knowledgeable and professional. We highly recommend Davis and Associates for all of your accounting needs.
Sanibel Arms West Condo Association, Inc. switched over to Davis & Associates (CPA?s) 2 years ago.It was great move, as Davis took on AP, AR, Payroll, Financial Statements prep, and numerous other projects we threw at them! The Davis Team, including Shawna, Claudia and Stephanie are professional, responsive and timely in their work. (As the Condo Association Treasurer, I drive them a little crazy with my frequent requests!). A very high recommendation, for those considering a similar move.
I have found Davis & Associates CPA Firm's wide range of services in all aspects to be excellent, extremely efficient, courteous and professional. Kathleen St James, Real Estate Management & Consulting, LLC.
"Excellent service! ???? Davis & Associates, CPAs offers top-notch financial advice with a professional and caring team. Ideal for those seeking reliable accounting, tax, and financial consulting solutions. Highly recommended! ?????"
Davis & Associates CPA has been doing my taxes and bookkeeping services for both my business and personal financial services for many years. John Davis and his staff are always professional and helpful answering any questions that may arise. We just started using them to process our payroll and couldn't be happier with the service. I highly recommend John and his team.
Mr. Davis is an outstanding accountant!!! He is extremely knowledgeable and caring. He wastes no time in completing a tax return. His staff is very congenial and willing to lend a helping hand when speaking to them. I would highly recommend Mr. Davis!
I just finished up my 2022 taxes. I have been doing my taxes for years but this year I decided to get the advice of professionals. I expanded my business and needed tax help. Sal at Davis & Associates (Cape Coral office) was fantastic. He made the process easy with most things done over the phone or email. He was very prompt at returning calls and made the process easy and seamless. I would highly recommend Sal and his team.
We have been coming to Davis and Associates for over five years. We find them to be thorough and comprehensive on all tax matters. Their office staff is always friendly and polite. We would not hesitate to recommend them to our friends. We have been very happy with all of their services.
Very satisfied with the service. John Davis is very knowledgeable and helpful. He answered all my questions and was able to amend my tax return and save me money. Definitely worth it! I will be using Davis & Associates for all my personal and business, bookkeeping and taxes.
My 2021 tax return was done in less than a week and the office staff, especially Dar, was very helpful and competent. Great people and great service: a winning combination for a top CPA firm in Naples. I highly recommend Davis & Associates.
This was my first year at Davis & Associates in Bonita Springs and I'm pleased they were recommended! I found them to be friendly, caring professionals and truly appreciated their straight forward communication I will definitely continue to recommend them to family and friends. Thank you John and Darlene (:
I, and my father before me, have worked with John Davis for more than 30 years. He, and his partners/staff, have always been professional and easy to work with. We continue to do business with John and his team still today.
Though front desk staff was helpful and kind, John was incredibly patronizing and rude. His prices seemed fair enough, but not for that attitude (checking his watch, playing dumb, did not seem interested in helping me). He lost out on a potential customer for years, simply because of the way he treated my business during his free ?consultation?. I will be taking my business and future tax preparation needs elsewhere. Really a shame.
I have utilized John Davis as my Accountant since moving to Bonita Springs a few years ago. I have found John, and his assistant Darlene , always available, and also very professional whenever I have needed their services. I highly recommend David & Associates to anyone who needs personal and/or business accounting services.
This year I had the pleasure of having Davis and Associates CPA do my taxes. John Davis told me what he needed and my taxes were done quickly and efficiently. I had questions and they were answered right away. I highly reccommend John Davis for your tax return due to his expertise. i have and will continue to refer my clients to Davis and Associates CPA.
John Davis and Darlene Brown are fantastic. I?ve utilized their services for years and have always been impressed by their professionalism and kindness. They are efficient and thoughtful in all their transactions. I highly recommend their services to all my family and friends.
John Davis and his associates have always been knowledgable, attentive, and responsive. We have always found them to be great accountants and very approachable. Dealing with them takes a lot of the stress out of the entire process of tax reporting. You won't be disappointed!!
We recently moved back yo the US after liiving abroad for 20 years and John and his associates helped us file our taxes . They were all extremely helpful and professional. The issues seemed complex to us since it involved both domestic and international finance issues, but John and his associates worked with us and made the process seem easy. They are all very knowledgeable in dealing with international and domestic tax issues. We would highly recommend John and Associates and will definitely continue to
John Davis has been in the accounting industry for a long time and is very knowledgeable. Every question that I have had has been answered thoroughly and in a professional manner. If you are seeking accounting services in South West Florida, I would highly encourage you to give his office a call.
Davis and Associates has done a wonderful job on our business and personal tax work. They are friendly, qualified, professional and reasonable. I highly recommend this CPA firm.
My husband requested documents needed to close our new home on May 7th and has yet get all the necessary documents over a month and a half. The document were provided on June 18th with the SSN blacked out making them useless and missing a K1 from the request. John Davis has been extremely unprofessional and wants to invoice us again for something he did incorrectly. I would not recommend using a business who treats anyone like this.
Davis and Associates attention to detail is by far exemplary. They are professional, prompt, and courteous throughout, always putting their best foot forward. Very talented group.
My company has been working closely with Davis & Associates for over 10 years. They are a great partner and I am very happy with their services. Great team!
Mr Davis has a wonderful team of professionals at Davis & Associates. They are a pleasure to work with, and very good at taking care of the customer. Thank you!
Davis and Associates is a great firm to work with. Professional and responsive. Highly recommend.
After working with John Davis for many years for both my business and personal taxes, I'm shocked at the poor customer service he provided during my recent request for copies of my K1 from 2019 and 2018. I had to send multiple emails to check the status of my request. I gladly paid the $150 for an hour of his time as the documents were holding me back from purchasing a new home. When I finally received the copies, my SSN was redacted which is useless, and received the K 1 for only one of my businesses. Whe
It is sometimes very obvious in the first few minutes of a meeting that you realize you are talking to a trusted professional - and that is the case with John Davis. It is a pleasure to recommend John Davis and the firm of Davis & Associates.
John & his associates/staff have always been top notch as far as preparing our yearly taxes. No question was too small to ask. We have always been very pleased. Thank you. The Scianna's
In a nutshell, we're very pleased with the professionalism, knowledge, responsiveness, and value of Davis & Associates. Terry Neal - Board President of The Sandarac II Condo Association.
A month after sending in my info, he came back with an extremely low return. I decided to double check it because something seemed off. Turbo tax proved that he had missed significant amounts of deductions and credits. I now have to dispute the charges because he still wants to be paid for work that took him a month and me only an hour. I went to him because he said he would be able to optimize my return.
This team is amazing at response time and attention to details. I call them my concierge accounting team. I feel like my business has the dedicated attention it deserves from them and is the best possible hands!
Excellent response time, clear communication, accurate & timely work and a pleasure to work with! Davis & Associates makes my job easier and I appreciate it!
Our team at Davis & Associates is very professional, responsive, and informative. I would absolutely recommend this firm.
Please avoid him. I am being audited by the IRS for a very careless mistake he made on my returns. He has yet to return my email and calls. If you want the pleasure of an IRS audit, by all means use him.
Davis & Associates are the best!!
Would personally recommend John Davis for any accounting, bookkeeping and tax work you might have.
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.