Ron Davis Accounting & Tax Services

Julio Cesar Mendez Carvajal

May 5, 2023on

If you want a great accounting services, no place else to look for. Do not expect a cheap rate, but quality has a price tag! they manage all my accounting services.

Wendy OBrien

Nov 7, 2022on

Totally messed me and my Families taxes up. Unorganized.Not trustworthy,unprofessional,charges were outrageous!

Jonathan Beck

May 20, 2022on

We've been working with Dave Waterman over at Ron Davis Accounting, and he has been a pleasure to work with. He answers questions promptly and helps you to make the best tax decisions possible.

S W

May 16, 2022on

Rude desk assistant!! I was trying to schedule a appointment as a new client and was told his other clients comes first and was hung up on.

Amanda Castro

May 2, 2022on

I'm hurt and disappointed the professional relationship had to end this way. As a small business owner myself, I try to refrain from leaving a bad review, unless the situation really calls for it. Do not trust Ron Davis with your financials. First of all as someone who runs a business of 100+ clients by myself while raising young children, I know what being busy looks like. I NEVER expected this office to drop what they were doing and cater to me. I felt comfortable leaving my tax info in the office until they could get to it, however after nearly 7 weeks of leaving it on the desk, I checked in. Cathy's response, 'Well yeah, it's done but you're going to have to come up here and sign for it like every other year.' Not so much as a courtesy call or email to let me know it was finished. Weeks later after wondering why I'd not received my direct deposit, I checked back and was told someone selected for a paper check. I asked why this happened and Cathy became defensive stating that it was my job to look over everything carefully before signing. I was very confused because last year they called to give me the option for direct deposit, took down all of my account info and had it processed. I brought up that they'd offered that option in the past and asked why I wasn't given the option this year, as well as asked if they keep client notes or pertinent bank info in their system. I explained I'd assumed we'd be doing business the same as last year. She was very unapologetic. Those are just the minor inconveniences compared to what happened next. A few days after these conversations took place I received a letter from the IRS stating they could not accept my S corp filing. Ron had recommended that I elect that option back in 2020 and I took his word for it and trusted his professional judgement. When I called about the letter, he asked me to email a copy, as well as assured me he'd take a look. During that convo I asked about the letter and why my filing wasn't being accepted, he stated the IRS was so behind they probably hadn't fully processed it yet. Again I trusted his professional opinion. I called back on the date he specified (April 25th) and he wouldn't even take my phone call. He had his secretary screen my call to tell me he was too busy. I explained to Cathy that he'd assured me multiple times he'd take care of it and asked why he would waste almost a whole month with such a time sensitive issue, and her only response was, ' he's busy that's all I know.' I was and still am completely dumbfounded. He knew I'd only had 30 days to respond and didn't care one bit that he left me hanging-Luckily I was able to hire a C.P.A. Last minute, with only about 4 days to answer this letter, but it shouldn't have been that way. To make matters even worse, after having a competent C.P.A. Take a look, it was an error on Ron's part all along. Had he paid more attention to what he'd filled, he'd have seen there was a discrepancy with the date. He left me hanging, in stress mode trying to find someone to fix his mistakes. I had to shell out $1,200 to get someone qualified to fix a simple error on his part. My husband even said 'I don't know why you use them, they talk to you like you're stupid.' And they do. I never took it personally, I just took it in stride and did what they asked me to do, because I trusted them. The way they did business from last year to now is night and day. I do believe there was a time Ron took great care of his clients, as he came highly recommended on a matter he helped a friend through about 5 years back. Times have changed and I feel sorry for who might inherit this business after he retires. I hope whoever it is down the line uses much better business practices, but after this experience I'll only trust a C.P.A. (Which Ron is not) while I don't doubt the IRS is behind in processing, he was just paying me lip service to get me off the phone. He isn't willing to answer letters regarding matters I paid him to handle, leaving me to go elsewhere to have his errors corrected.

Zero Escape

Nov 7, 2021on

Great place and 10/10 would recommend.

lorie meyers

Mar 9, 2020on

Great family business. Nicest people ever. Dave Waterman is the guy to see!

Tiffany A.

Jan 12, 2018on

Best accountant ever! I had some major issues that Ron was able to unravel! He's an authorized agent with the IRS & an all around awesome guy. I'm so grateful for the referral!

Tracy Krohn

Apr 5, 2017on

Ron, Cathy and their staff do a phenomenal job making your taxes easy and saving you money! They know the latest tax laws and can help most any company or individual.

Matt Gibbons

Nov 7, 2016on

They are very helpful and have great advise to help save you the stress with the receipts at the end of the year. David at their location is the one to ask for.