Built on Trust. Driven by Your Growth.

At Accounting on Davis, we offer financial clarity and confidence. We partner with individuals and business owners for dependable bookkeeping, expert tax preparation, and straightforward financial guidance. Our relationships are built on trust, communication, and a genuine investment in your success, simplifying your finances and supporting your goals every step of the way.

Who We Are

  • Lindsy Davis, CPA

    FOUNDER & CEO

    I am committed to the success of both our firm and our clients, ensuring we stay on top of every financial detail from compliance to strategic planning. My philosophy is that you don't have to carry the weight of every financial detail; we provide the right support system, giving you the space and confidence to focus on the bigger picture. I love watching our clients' businesses grow, knowing we played a small part in helping them get there. To keep balance, I love slowing down when I'm away from the office—spending time with my kids, reading, and cooking. That balance is key to bringing my best self to my work.

  • Becca Szymanski

    ACCOUNTING & ADMINISTRATIVE ASSISTANT

    I'm a QuickBooks Certified professional dedicated to keeping you financially organized and your operations running smoothly. I provide comprehensive, tailored bookkeeping support, bringing structure, efficiency, and consistency to every task. My goal is to help you feel capable and free to focus on what matters most. When I'm not in the office, you'll find me balancing life as a mom with a wonderful husband and our three kiddos!

  • Jay Fish

    CUSTOMER JOURNEY LEAD

    I'm driven by a passion for human connection and growth, both personally and for our clients. My goal is to meet everyone where they are, making our offerings clear and easy to navigate so they feel less daunted and more at peace with their plan. When I'm not focused on client success, I enjoy reading about leadership and personal growth and applying that to coaching JV boys basketball, and enjoying time with my daughter.

  • Becky Beyer

    TAX PREP SPECIALIST

    My core area of expertise is individual tax preparation. With a background in both tax and external audit, I'm passionate about helping clients make sense of their taxes and finances. The most valuable advice I share is to stay proactive year-round—good tax planning isn't something you do once a year. I help simplify the process by breaking it down clearly and giving clients confidence in their decisions, and the most rewarding part for me is seeing them go from anxious to relieved. I enjoy living a healthy, active lifestyle, working out daily, and spending quality time with my family, as movement helps me recharge and show up fully for my clients and my work.

Internal Revenue Service

Your central hub for essential tax tools. While we handle the complexity, the IRS website is a great resource for clients to access key self-service features, including checking the status of your refund or amended return, making online tax payments (Direct Pay), or requesting tax transcripts for personal records.

Helpful Links

IRS.gov

Small Business Administration

An invaluable site for every entrepreneur. Use the SBA website to explore detailed guides on starting, managing, and financing a business. It is also the official source for applying for low-interest federal disaster loans should your business experience unforeseen physical or economic harm.

SBA.gov

WI Department of Revenue

The official hub for all things related to Wisconsin state income tax, sales tax, and withholding. We use the information and forms here, but you can use the My Tax Account portal to securely check your state tax refund status, make estimated tax payments, and find official Wisconsin tax forms and instructions.

DOR

Contact us

Your financial future starts here. Tell us a bit about your personal or business needs in the form below, and let's begin building a foundation for sustainable growth together.