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Accounting Firm

Davis-Smith Accounting Associates

A small accounting practice preparing tax returns and offering tax planning and QuickBooks support

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About Davis-Smith Accounting Associates

Davis-Smith Accounting Associates is a small accounting practice that aims to treat every client relationship as a personal one. Its work centres on tax returns and planning for individuals and businesses, along with bookkeeping software support and retirement account analysis.

What Davis-Smith Accounting Associates offers

  • Tax return preparation — federal, state and local returns for both individuals and businesses.
  • Tax planning — advice on managing tax now and in future years.
  • QuickBooks support — installation, setup and training across all versions of the software.
  • Roth conversion analysis — reviewing whether moving a traditional IRA into a Roth IRA makes sense.
  • Penalty refund guidance — helping clients check whether they can claim back certain IRS penalties and interest following a court ruling.

Who it works with

The firm works with individual taxpayers and business clients.

Key facts

  • Certifications: an Advanced Certified QuickBooks ProAdvisor on staff
  • Retirement specialists: two Certified Retirement Counselors on staff
  • Seasonal hours: extended opening, including Saturdays, during tax season

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Certifications and partner status
Other recognised certification evidence sent

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