Davis & Associates, CPA's Trails Edge Blvd, Bonita Springs

When we moved to Florida full time 5 years ago, we needed an accountant who could not only handle our personal taxes but also the accounting needs of a business entity we maintained after retiring. Our financial advisor recommended John Davis and we could not be more pleased with the service he's provided over the years. As our needs have changed, he continues to take the time to fully understand our situation and provide us with the best service and accounting consultation. Beyond accounting services, we can count on John to steer us in the right direction for other needs as well. Recently, he helped us navigate some changes in our medical insurance which ended up saving us a great deal of money. We like John and his company so much, we have referred him to many friends and have even started using him for my aging parents as we've taken over the handling of their finances. John handles everything in a very timely fashion; is always responsive to our questions and concerns; has the breadth and depth of detailed knowledge to handle any tax situation we've encountered; communicates efficiently with other professionals in our circle (legal, financial planning, etc...), and is just a really nice guy! Thanks John, always a pleasure!

We have been coming to Davis and Associates for over five years. We find them to be thorough and comprehensive on all tax matters. Their office staff is always friendly and polite. We would not hesitate to recommend them to our friends. We have been very happy with all of their services.

My 2021 tax return was done in less than a week and the office staff, especially Dar, was very helpful and competent. Great people and great service: a winning combination for a top CPA firm in Naples. I highly recommend Davis & Associates.

John Davis and his associates have always been knowledgable, attentive, and responsive. We have always found them to be great accountants and very approachable. Dealing with them takes a lot of the stress out of the entire process of tax reporting. You won't be disappointed!!

I have utilized John Davis as my Accountant since moving to Bonita Springs a few years ago. I have found John, and his assistant Darlene , always available, and also very professional whenever I have needed their services. I highly recommend David & Associates to anyone who needs personal and/or business accounting services.

John Davis and Darlene Brown are fantastic. I’ve utilized their services for years and have always been impressed by their professionalism and kindness. They are efficient and thoughtful in all their transactions. I highly recommend their services to all my family and friends.

John & his associates/staff have always been top notch as far as preparing our yearly taxes. No question was too small to ask. We have always been very pleased. Thank you. The Scianna's

Very satisfied with the service. John Davis is very knowledgeable and helpful. He answered all my questions and was able to amend my tax return and save me money. Definitely worth it! I will be using Davis & Associates for all my personal and business, bookkeeping and taxes.

Davis & Associates provides excellent customer service with professional, knowledgeable staff members. Quick to return calls. Answers to questions were clear and detailed. Whenever I needed something, they were there for me. Would highly recommend them.

After working with John Davis for many years for both my business and personal taxes, I'm shocked at the poor customer service he provided during my recent request for copies of my K1 from 2019 and 2018. I had to send multiple emails to check the status of my request. I gladly paid the $150 for an hour of his time as the documents were holding me back from purchasing a new home. When I finally received the copies, my SSN was redacted which is useless, and received the K 1 for only one of my businesses. When I requested they not be redacted and that he provide the K1 for my other business, he responded by saying that he sent what was agreed to and that I would need to pay another $150. The money has never been an issue until the service and value for the money are not worth it. My initial request was sent on May 7th and as of June 21st, I still have not received what I need.