T & D Davis Consulting Group, LLC
West palm beach, West Palm Beach, 33401
5.0
2 reviews
Mobile service

T & D Davis Consulting Group, LLC

West palm beach, West Palm Beach, 33401
Entrepreneur

Services


    • Consultation

      $50.00
      30min
    • Financial Statement Preparation

      Are you applying for a grant, loan, or doing taxes and need financial statements? Package includes: Balance Sheet Statement of Income Statement of Cash Flow
      $85.00+
      2h 45min
    • Virtual Bookkeeping services via QuickBooks

      QuickBooks categorization and reports for your organization. •Banking categorization, and bank reconciliation •Profit and Loss statement •Balance Sheet •Cash Flow Statement
      $250.00+
      1h
      For organization with over 300 monthly transactions, or more than 3 bank/Credit Card Accounts
      $125.00+
      1h
      For medium organizations with under 300 monthly transactions
      $85.00+
      1h 5min
      For small organizations with less than 200 transactions per month
    • Virtual Financial Advising

      Are you ready to master your cash flow? Let’s learn how to control your current funds, and plan for generational wealth.
      $150.00+
      1h
      For businesses and non profits only
      $95.00+
      1h
      For households/personal financial advising only
    • Tax Preparation via TurboTax

      Tax returns for two categories: •Personal Only •Business & Non-Profit 990 only
      $150.00+
      2h 45min
      Personal Return Only
      $250.00+
      4h 30min
      For businesses and non profit 990 reporting only
    • Tax Planning

      Working with you one on one to create a custom plan of action for the current year to lower your tax liability, and understand impacts of possible actions.
      $300.00+
      2h

See Our Work

Amenities

  • Credit cards accepted

  • Accessible for people with disabilities

  • Loyalty Program

Reviews

Booksy guarantees that reviews with the "Verified Booksy user" tag have been added by registered Booksy users who have had an appointment with the provider. A registered Booksy user has the opportunity to add a review only after the service has been provided to them.
5.0/5
Based on 2 reviews
  • 5
    2
  • 4
    0
  • 3
    0
  • 2
    0
  • 1
    0
Tax Preparation via TurboTax Tax Preparation via TurboTax
by Taquan Davis
Taquan was instrumental in helping myself and my wife maximize our refund while also being able to provide tips and strategies to prepare for the next... tax year!! Very knowledgeable, patient, and personable! Show more
Virtual Consultation
by Taquan Davis
He is outstanding, he is courteous and informative!
Replied: Apr 10, 2022
T & D Davis Consulting Group, LLC
Thank you for the allowing my to assist you on your journey towards financial freedom.