Business Details
40 Years
experience
Trusted Tax Planning & Preparation Services in Tucson
Davis Tax Services has been providing comprehensive tax solutions since 1986, specializing in tax planning, preparation, and problem resolution for individuals and businesses. Our team combines decades of experience with specialized expertise in real estate tax considerations, leveraging firsthand knowledge from years of investment and industry involvement. We maintain active memberships in professional organizations including the National Association of Enrolled Agents and the Arizona Society of Enrolled Agents, ensuring adherence to the highest industry standards. Clients benefit from our commitment to staying current with evolving tax regulations, offering tailored strategies to minimize liabilities while maximizing returns. Our services extend beyond traditional tax preparation to include year-end planning, charitable donation optimization, and secure document management through our Verifyle system.We serve Tucson and surrounding areas with flexible appointment options, including weekday, after-hours, and Saturday availability. Our educational background includes teaching positions at Pima Community College and extensive collaboration with Intuit's TurboTax audit processes. We emphasize transparency in all client interactions, providing clear explanations of tax implications and documentation requirements. Our office maintains physical and digital accessibility through secure online portals and a conveniently located lockbox for document submission. With a proven track record of handling complex tax situations, we position ourselves as trusted advisors in both personal and business tax matters.
Services
Tax Planning
Tax Preparation
Tax Problem Resolution
Arizona Tax Credits Assistance
Real Estate Tax Services
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of tax preparation expertise since 1986
- Specialized knowledge in Arizona tax credits and real estate tax matters
- Secure document management through Verifyle online file system
- Flexible appointment scheduling including after-hours and Saturday options
- Active professional development through college teaching and software collaboration
Associations and certifications
- National Association of Enrolled Agents
Services
Tax Planning
Proactive tax planning services help individuals and businesses optimize their financial positions throughout the year. We analyze income streams, deductions, and credits to develop customized strategies that minimize tax liabilities while maintaining compliance with federal and state regulations. Our approach incorporates real estate considerations and retirement planning to maximize long-term benefits.
Tax Preparation
Comprehensive tax preparation for individual and business clients, including federal and Arizona state returns. We handle complex filings involving investments, rental properties, and small business operations. Our process ensures accurate documentation of deductions, credits, and income sources while maintaining strict confidentiality and compliance standards for all submitted returns.
Tax Problem Resolution
Specialized resolution services for tax issues including audits, collections, and payment plans. We advocate for clients during IRS and state tax authority interactions, developing strategic solutions for back taxes, liens, and wage garnishments. Our expertise includes negotiating installment agreements and offers in compromise to resolve outstanding tax debts.
Arizona Tax Credits Assistance
Expert guidance on maximizing Arizona's dollar-for-dollar tax credits through charitable donations. We help clients navigate qualifying organizations, contribution limits, and documentation requirements for public/private school credits, foster care programs, and community initiatives. Our services include proper form completion and deadline management to ensure credit eligibility.
Real Estate Tax Services
Specialized tax services for real estate investors and homeowners, addressing property transactions, depreciation schedules, and investment strategies. We provide analysis of 1031 exchanges, rental income reporting, and mortgage interest deductions. Our team combines tax expertise with practical real estate experience to optimize tax outcomes for property owners.
People
Forrest Davis
Enrolled Agent
Forrest Davis has practiced tax preparation since 1986, teaching at Pima Community College and reviewing TurboTax returns for Intuit. He holds Arizona real estate and mortgage licenses, combining tax expertise with property investment experience. Active in professional organizations, he serves on Arizona Enrolled Agents boards.
Questions
What tax services do you offer?
We provide tax planning, preparation, and problem resolution services for individuals and businesses, including Arizona tax credit optimization and real estate tax strategies.
How can I schedule an appointment?
Schedule online through our Appointments page for weekday, after-hours, or Saturday availability. Upload documents via Verifyle or use our office lockbox.
What Arizona tax credits can I claim?
We assist with qualifying charitable organizations, foster care programs, public/private school tuition, and military family relief fund credits with proper documentation and limits.
Do you handle tax problems with the IRS?
Yes, we represent clients in IRS audits, collection issues, and debt resolution through installment agreements or offers in compromise.
How do I submit documents securely?
Use our Verifyle online file system for secure document transfer or place physical documents in our office lockbox after business hours.
What's your tax planning approach?
We analyze your financial situation to develop strategies minimizing tax liabilities through retirement contributions, expense timing, and credit optimization tailored to your circumstances.
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