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The Davis and Associates office on Portage Road, a single-storey building with a timber entry porch.

What You Can Hold Us To

  • Your file stays with our office year after year
  • You hear the number before any work starts
  • If a letter comes from the IRS, we answer it
  • If it is not in our wheelhouse, we say so

Call, Email or Visit

Other Ways to Reach Us

Call, email or stop by the office on Portage Road. Tell us roughly what you need, and you will hear in that first conversation whether we are the right firm for it, and what it will cost.

After You Reach Out

What Happens Next

  1. 01We reply within a business dayA person reads your message and gets back to you, usually the same day, by phone or email, whichever you prefer.
  2. 02One short conversationWe ask what is going on and what you need. For most people that is ten minutes, not a form with twenty fields.
  3. 03You hear the number firstBefore any work starts you know what it involves and what it will cost, and if anything changes, we tell you first.

Questions

Before You Call

What are your office hours?

The office on Portage Road is open Monday to Thursday 8:30 AM to 4:30 PM, Friday 8:30 AM to 3:30 PM. We are closed on weekends.

Where are you?

At 8928 Portage Road, Portage, MI 49002, a few minutes from Kalamazoo, with free parking at the door.

How quickly will you reply?

We reply to most messages within one business day. If it is urgent, call (269) 344-8727.

How do I schedule a consultation?

Call or send a message through this page. We ask a few questions about your situation, explain what the work involves, and you hear the number before anything begins.

What should I bring to a first appointment?

Last year's return, photo ID, Social Security numbers for everyone on the return, and whatever has arrived this year: W-2s, 1099s, business records, or a letter from the IRS.

Do I have to come in?

No. Plenty of clients never do. Documents go through the secure client portal, and we can go through your return by phone.