About TFATax and Bonnie
At Tax & Financial Assistance, Inc. our goal is to provide clients with quality, personalized service at a reasonable price. We specialize in tax planning and preparation for individuals, estates and trusts, bookkeeping and payroll for small businesses and daily money management services for individuals. We are committed to providing quality services to meet your specific needs. We welcome you to contact us at anytime.
Tax and Financial Assistance, Inc. was established in November 2002 with the goal to provide my clients with personalized service at a reasonable cost. I have 24 years experience in accounting, income tax planning and preparation, and for the last 19 years I have specialized in accounting and tax preparation for Estates and Trusts as well as individuals. I especially enjoy working with people who need a little extra help with understanding finances. Too often we see them after they had taken a non-professionals advice and made a decision resulting in a huge financial error. I enjoy working one-on-one with my clients and the satisfaction that comes with knowing I have helped them resolve a problem or task that seemed overwhelming.
Originally from Michigan, I moved to Mesa in 1973, so I’m almost a native. I am married to Ed (who is an Arizona native) and between the two of us we have five children. All of whom live in the Phoenix area.
I hold the Enrolled Agent (EA – Enrolled to practice before the IRS), Accredited Tax Advisor (ATA) and Accredited Retirement Advisor (ARA) credentials and am currently a member in the National Association of Enrolled Agents (NAEA), Central Arizona Society of Enrolled Agents (CACEA), Accreditation Council for Accountancy & Taxation (ACAT), Arizona Society of Public Accounts (ASPA) and National Society of Accountants (NSA). Regular professional training keeps me up to date on the ever-changing tax laws and money management methods.
Visit the “Contact Us” page for information regarding how to reach us via telephone, fax, e-mail or mail.
Feel free to contact the office anytime.
–Bonnie Akridge Davidson
