Davenport Business Service

Business Details

Expert Accounting & Tax Services in Largo, FL

Davenport Business Service has been dedicated to delivering comprehensive financial solutions since its founding. Our team combines decades of collective experience with specialized expertise in accounting, tax planning, and business advisory services to support individuals and small businesses. We prioritize personalized service, leveraging our credentials as Certified ProAdvisors and MBA professionals to ensure clients receive accurate, strategic guidance.

Our commitment to transparency, ethical practices, and client education establishes us as a trusted partner in financial management. By integrating legal, insurance, and technology solutions, we provide holistic support tailored to each client's unique needs. Our focus on continuous improvement and client-centric methodologies ensures reliable, results-driven outcomes.

Services

Tax Preparation QuickBooks Setup Estate Planning Business Advisory Retirement Plans Legal Services Insurance Management Technology Solutions

Highlights and features

We offer 30+ years of combined experience in accounting and business advisory services.
Our team includes Certified ProAdvisors with specialized QuickBooks expertise.
We provide integrated solutions spanning tax, legal, insurance, and retirement planning.
Our client-first approach guarantees transparent communication and customized strategies.
We maintain partnerships with trusted legal and financial institutions for comprehensive support.

Associations and certifications

Certified ProAdvisor

Website

Update Listing

Services

Tax Preparation

We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our experts identify deductions and credits to minimize liabilities while maintaining accuracy. Clients receive detailed explanations of their returns and proactive planning recommendations for future tax years.

QuickBooks Setup

Our Certified ProAdvisors configure QuickBooks systems tailored to business needs, including chart of accounts and payroll integration. We ensure seamless data migration and provide training for efficient software utilization. This service helps businesses maintain organized financial records and improve operational efficiency.

Retirement Plans

We help businesses establish retirement plans that balance employee benefits with cost-effectiveness. Options include traditional 401(k)s and self-directed plans allowing real estate or alternative investments. Our solutions focus on long-term growth strategies and regulatory compliance for employer-sponsored retirement programs.

Legal Services

Through partner firms, we facilitate legal services including entity formation, contract drafting, and asset protection planning. Services cover LLC creation, partnership agreements, and compliance documentation. Our approach ensures businesses establish proper legal structures to minimize liability risks.

Insurance Management

We evaluate business insurance needs and negotiate competitive rates for liability, property, and workers' compensation coverage. Our services include policy reviews, claims assistance, and cost-saving strategies. We focus on ensuring adequate protection while optimizing insurance expenditures for small businesses.

People

Conan Raitt

President/CEO

As President/CEO, Conan Raitt leads with over 25 years of accounting and business advisory experience. His expertise in tax strategy and small business operations drives client success through innovative financial solutions.

Shannon Lewis

Operations Manager

Shannon Lewis oversees daily operations, ensuring efficient service delivery across accounting, tax, and advisory functions. With 15 years in business management, she specializes in optimizing client workflows and financial processes.

Questions

What accounting services do you offer for small businesses?

We provide full-cycle accounting, payroll processing, financial statement preparation, and business advisory services tailored to small businesses.

Do you assist with IRS tax problems?

Yes, we specialize in resolving back taxes, IRS liens, wage garnishments, and setting up payment plans with the IRS.

Can you help set up QuickBooks for my business?

Our Certified ProAdvisors offer QuickBooks setup, training, and optimization to streamline your financial management processes.

What retirement plan options do you recommend?

We help businesses select cost-effective retirement plans including 401(k)s, SEP IRAs, and self-directed investment options.

Do you provide legal services for business formation?

We partner with legal professionals to assist with LLC formations, corporate structures, and business entity selection.

Reviews (3)

Write a Review

Leona Hamrick

Apr 28, 2022 Report

I have used DBS for years and adored their services. It's under new management. Between that and the pandemic excuse of "we work from home" it's went to hell. Nobody communicated with me at all. I submitted my tax forms, including new business paperwork, with a phone call onJanuary 8th. Nobody ever called me back or discussed at all what I had submitted (and there is no option for an appointment).

The one person I requested I not work with completed my taxes, with no communication to me. Supposedly they were done on March 22. I only found out on April 14th when I emailed and asked what was happening. This gave me NO TIME to review, NO TIME to ask questions, and NO TIME to suggest ideas. I am deeply dissapointed in the utter LACK of customer service. I will no longer work with this company and encourage others to think twice.

Sandy Schaffner

Jun 02, 2021 Report

You have always been there for us for I believe close to 35 years and we can't thank-you enough for your service and along with a wonderful staff.

Ronnie Sims

Nov 13, 2016 Report

Ive received quality advise & service from Davenport Business for over 15 years. If they have an opening for you as a customer, take it quick!