8+ Years Experience
About James
James Davis is a dedicated Tax Professional at North Park Tax, bringing a wealth of knowledge in federal and state tax codes to serve the Rockford community. He is committed to providing clear, strategic advice to help individuals and small businesses minimize liabilities and maximize returns. James prides himself on building long-term client relationships based on trust and meticulous attention to detail.
Specialties
Small Business & Schedule C Taxation Complex Individual Returns (Investments, Rental Properties) Tax Planning & Strategy IRS Audit Representation & Notice Resolution Retirement Account Tax Implications Illinois State & Local Tax Compliance
Credentials & Certifications
Enrolled Agent (EA)
Certified Public Accountant (CPA) Candidate
IRS Annual Filing Season Program - Record of Completion
QuickBooks ProAdvisor Certification
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