Accounting
Less than $10,000
Mar. 2018 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 5.0

"Davis Tax Services is prompt, quick, and they don’t waste time to get the point across."

Mar 9, 2021

Owner, Truly Toya

Toya White

Retail
Chicago, Illinois
1-10 Employees
Phone Interview
Verified

Davis Tax Services provides an extensive accounting and tax services to a lingerie and loungewear company. The team helps build the financial aspect of the business.

The company has experienced a positive impact on their business ever since they partnered with Davis Tax Services. They are able to help the client understand their business thoroughly, so they can set the terms of their financial goals. The two parties continue to help each other grow.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Truly Toya, and I sell fashion-forward lingerie and loungewear.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Davis Tax Services?

We needed accounting support for my company.

SOLUTION

What was the scope of their involvement?

Davis Tax Services provides me with their tax and accounting services. They helped me build my business from the ground up, accounting-wise.

What is the team composition?

I work with two people.

How did you come to work with Davis Tax Services?

They were a referral. They made themselves available outside of normal business hours, which was something I needed at the time.

How much have you invested with them?

So far, we’ve invested about $5,000.

What is the status of this engagement?

We started working together in March 2018, and the partnership remains ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Davis Tax Services has had a positive impact on my business because their assistance allowed me to understand what I’m doing, in terms of my financial goals. They’re very thorough and knowledgeable about the rules and everything that goes into doing taxes.

How did Davis Tax Services perform from a project management standpoint?

We use digital spreadsheets and they communicate very effectively.

What did you find most impressive about them?

Davis Tax Services is prompt, quick, and they don’t waste time to get the point across.

Are there any areas they could improve?

There’s always room for improvement, and I think they might need more help because they might get more business. They do good work and developing a team might help them out.

Do you have any advice for potential customers?

Have all your documents in order and have everything ready. They work really fast if you have everything that they need and when you’re prepared.

RATINGS

5.0

Davis Tax Services

Professional, Affordable Income Tax Preparation

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