business services.

We offer a variety of services for businesses including tax planning and preparation, bookkeeping, business coaching, business consulting and strategic planning, payroll, and more.

Tax Planning & Preparation

At HD Davis CPAs, we specialize in tax planning and preparation services.  We protect our clients and provide tax planning throughout the year, not just during the tax-season crunch, and go the extra mile to save our clients' money by pinpointing potential problems before they become full-blown issues.

We offer business tax planning and preparation for corporations, partnerships, LLCs/LLPs, not-for-profit organizations, estates, trusts, and gift tax returns.

The tax system is more complicated than ever before.  Let us take the guesswork out of your tax planning!


From your bookkeeping setup to input to financial statements, we are here for you.  We can evaluate your software and accounting needs, install your bookkeeping software, set up accounts and accounting functions, train staff, and perform ongoing bookkeeping services.  We use a variety of software systems to help our clients track their information correctly. We currently have professionals that are well versed in Quickbooks Online, Quickbooks Desktop, Sage, Sage Online, Freshbooks, Xero, Foundation, and many more.

Contact us to learn more about how we can help with your bookkeeping!

Business and Profit Coaching

Here at HD Davis CPAs, we are unique to the "accounting world" because we are accountants and entrepreneurs.  We can help identify your business' goals and objectives, create a plan to help shift your focus, and show you how to rise to the next level of business performance.

Coaching is ongoing and extremely effective.  Let us know if you would like to learn more about this unique service that we provide!

Business Consulting and Strategic Planning

Many small businesses take a short-term approach to planning, but we believe that you should anticipate as much as you can.  We tackle your biggest issues and prepare you for problems that might arise in the future.  It's best to be proactive rather than reactive.

Contact us for more information on creating a growth strategy to fit your business' needs!

CFO Service

Our team of seasoned CPAs is here to help you operate an efficient and profitable company.  Instead of fearing tax day, partner with our superstar team and you'll be free to go back to doing what you love and growing your business.
Let us be your CFO and help manage your business' financial planning, risks, and reporting!

Attestation Services

At HD Davis CPAs, we offer audit, review, and compilation attestation services and can help you determine what type of engagement best suits your business.  Our CPAs are fully certified and trained to deliver accurate and timely attestation services at an affordable price.

Need an official audit, review, or compilation of your financial statements for banks, investors, or a non-profit entity?  Contact us today for more information!

Succession Planning

Planning for retirement in the not-too-distant future?  Having some else eventually take over your business?  Our trained CPAs can help you be proactive in identifying  and developing ways for your business to make a smooth transition and remain successful.

Planning for potential future leaders can be beneficial to your business both later in life and now.  Contact us to find out how!


Managing your business' payroll taxes can be a strain on any business owner.  At both HD Davis CPAs and our subsidiary, White Glove Payroll (link), we can withhold employee taxes, file quarterly payroll tax reports, pay tax withholdings, and issue employee forms at the end of the year in addition to other payroll services.  Our focus is to offer the best customer service possible so that you can focus on what really matters.

Payroll is essential to running your business but doesn't help your business grow.  Let us take the burden of payroll off you!

e-Commerce Consulting

Times are rapidly changing and so are the ways in which we engage with consumers and businesses.  e-Commerce is more prominent than ever, and there is incredible opportunity to grow your business online and over the Internet.  However, this can be easier said than done.  To satisfy multiple needs of various consumers and businesses, e-Commerce entails a shift from the traditional, homogeneous business model to the new. We have an extremely talented group of employees and sub-contractors to help you take your business into the next generation.
Thinking of starting or growing your online business?  Contact us for more information!