The Founder Gail J Davis is listed on the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications on IRS.gov.

She comes with over 30 years of experience compiling financial statements, preparing various tax forms, and assisting small businesses with payroll, office efficiency, and compliance. All this experience is for your benefit.

Gail has been training Alissa, her daughter, in the background for almost 15 years. Alissa has much experience with many different bookkeeping tasks, and tax prep while working in the background by Gail’s side. Alissa is also recognized as a tax preparer on IRS.gov, and is now working even closer with Gail at Beneficial Bookkeeping & Tax LLC.

Our team’s focus is bringing you more personalized service and making sure you have all the tools you need to be most effective. We hope you enjoy being our client as much as we enjoy having you as a client.