Portage Road · Since 1980
Our Services
Accounting and tax help that lets business owners decide with confidence and families get through tax season without the worry, from one office you can count on.
For Businesses
Looking for Individuals & Families?- Bookkeeping, From catching up overdue books to providing consistent monthly reporting, we help keep your financial records accurate and actionable.
Months behind? Catch-up comes first, then the monthly work.
- Tax Strategy, The tax bill keeps surprising me
- Fractional CFO, I want a CFO without the salary
- Business Consulting, I am starting or changing the business
- Payroll Services, I am hiring my first employee
For Individuals & Families
- Tax Preparation, I just need my return done right
- Rental, Multi-State & Side Business, I have a rental, a side business or a second state
- Estate & Trust Returns, I am settling a parent's estate
- Unfiled & Back Taxes, I have not filed in a few years
- IRS Notice Help, A letter came from the IRS
Worried about a deadline? Call (269) 344-8727, or message us tonight.
Not sure which you need? Tell us what is going on and we will point you to the right help.
In Their Words
Jerry did a great job on our taxes. Prompt and efficient. I will have them do our taxes next year.
James Morgan · Google review, 2026
Read this review on Google (opens in a new tab)Been working with John for a few years now and he’s been great to work with. Have complete trust in him for our personal and business taxes, and appreciate being able to talk to him throughout the year with questions.
Connor Bauserman · Google review, 2026
Read this review on Google (opens in a new tab)I have used Davis & Associates on and off for over 10 years. They are professional and available for questions even down to the wire on tax day!! I will continue to use their services every year. I think they are very fair with their pricing. I appreciate all that they do.
Dana Heideman · Google review, 2025
Read this review on Google (opens in a new tab)John was absolutely phenomenal. We are new to the area and needed a long-term tax preparer. We recently bought a home and got married and had a somewhat complex return. I reached out and John responded to me within an hour. We did all of our documents online and John was very communicative and on the ball with everything. I see why he has nothing but good reviews. I was and still am highly impressed and you best bet we will be coming back next year just for the service John provided to us. Very punctual, informative and worth every penny. Less expensive than if you were to use H&R Block or Jackson Hewitt. Highly recommend!
Nathan Baxter · Google review, 2024
Read this review on Google (opens in a new tab)
Shared with each client’s permission, from reviews they posted on Google. The 4.7 average includes all 27 of the firm’s Google reviews. Read every review on Google (opens in a new tab)
Questions
Frequently Asked Questions
What is an Enrolled Agent?
A tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. It is the highest credential the IRS awards, earned by passing a three-part IRS exam and kept with continuing education every year, and because it is federal it is not limited to one state.
Can you do my business return and my personal return?
Yes. Both are prepared in the same office, so the income that leaves the business lands correctly on your own return, and one office can answer for both.
I am not sure which service I need. Where do I start?
Call the office or send a request. Tell us what is going on and we will tell you what it needs, whether that is one service or three, and what it costs.
What does it cost?
It depends on the work: the size of the books, how many people are on payroll, what the return involves. We look at what you have first, and you hear the price before any work starts.
Do you only work with clients in Michigan?
No. Most of our clients are here in Portage and Kalamazoo, but we work with individuals and businesses across the country. Documents come through the secure client portal, and as Enrolled Agents we can represent you before the IRS wherever you live.
Do I have to come in?
No. Documents go up through the client portal, or you can drop them at the office on Portage Road, so you can do all of it without coming in.
Tell Us What Is Going On
Whether it is the books, the payroll, the business return or your own, the first step is the same: a conversation. You hear what the work involves and what it costs before any of it starts.