Davis Tax Services

Introduce your business and what you do there.

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

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

We needed accounting support for my company.

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.

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.