Amodern accounting and tax services company
Don't let the name fool you! We do way more than bookkeeping. Expert taxes, bookkeeping, and accounting services for small businesses and individuals.
- Personal tax returns for individuals and families
- Business tax returns for small businesses and startups
- Personal tax planning for individuals and families
- Monthly bookkeeping for small businesses and startups
DW Davis Customers: Welcome to Sparse
Your tax and accounting service continues—reliable, personal, seamless.
What to expect:
- Your records carry over: We keep your documents and history safe and confidential.
- Smoother experience: Upgrades like a secure client portal and improved mail handling.
- Same office: You can continue to visit the same Briarcliff office for this tax season.
What’s next: Look for emails and mailers soon with easy steps for the upcoming tax season.
Transparent, Flat Pricing
Personal Tax
Simple, transparent flat pricing — additional fees only in rare, complex cases (we always discuss first).
What’s included
- Federal and one state return
- W-2 income, interest, dividends
- Standard deductions & credits
- Basic retirement reporting (IRA/401k)
- Dependent/child tax credits
- E-filing and carryforward review
Possible extra charges (rare)
- Self-employment/1099 (complex)
- Rental property/multiple units
- Multi-state/foreign filings or amendments
- Large volume of investment/crypto transactions
Business Tax
Flat fee for most small/medium businesses. We’ll review your prior returns and books to confirm the exact scope.
What’s included
- Business federal return + e-filing
- Year-end financial review & reconciliation
- Owner compensation/distribution review
- Common deductions (payroll, contractors, equip.)
- Entity-specific reporting (e.g., K-1s when needed)
Possible extra charges (rare)
- Multi-entity, M&A, complex ownership
- Multi-state, international, special credits
- Industry-specific reports (inventory, WIP, etc.)
- Bookkeeping cleanup/catch-up before filing
Business Accounting
Ongoing accounting needs are highly individual. We’ll work with you to scope your needs and provide a custom quote.
What’s included
- Monthly or quarterly bookkeeping
- Annual accounting & reconciliations
- Payroll, sales tax filing, and more
- Proactive advice & responsive support
Possible extra charges (rare)
- Complex international/multistate ops
- Inventory workflows/integrations
- CFO/advisory services
No surprises: We discuss any possible extra fees before work begins, and do our best to keep the base price as all-inclusive as possible.
