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    Davis Accounting

    5.0 (1 review)
    Closed 9:00 am - 9:00 pm

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    Services - Davis Accounting

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Korhorn Financial Group - Outside of the office

    Korhorn Financial Group

    (9 reviews)

    I would rate the service and advice that received from Mike at 5 stars, but the way that he…read moresuddenly and with NO NOTICE NOR ANY EXPLANATION dismissed us from the practice I am only giving it 1 star. We had complete confidence in Mike and were expecting to have a long term relationship with this company providing us with financial advice. Instead, out of nowhere, Mike told us at the end of one meeting that neither he nor anyone else at the firm could provide services to us. So just like that we were left with no financial advisor!! For that reason I would suggest not getting involved with this firm -- you never know if they are going to spontaneously decide they no longer want your business.

    I've used Korhorn for 15 years and received excellent service... until now. This year, they wanted…read moreto more than double their fee, charging me their corporate rate. I'm NOT a corporation. In addition, they wanted to file extension because I was "late" getting my information to them. I get final reports from my investments at the end of March every year, and it has never been an issue before. In addition, they wanted to have a different accountant prepare my taxes, as opposed to the person I've used all these years. Also, they are no longer allowing in-person meetings. I was to submit my information and pick it up my returns when notified. Korhorn claim they've been undercharging for many years. As they are financial planners, this doesn't reflect well their abilities. And it should be clear, I understand raising fees, but not more than doubling them. They told me I wouldn't be able to find anyone to do it cheaper. I not only found a firm that charges a reasonable price -- they prepared my taxes without filing an extension. I'm disappointed in Korhorn, and I feel they could have handled this better. They've lost my business and I've lost my confidence in them. This is my experience and my opinion only.

    TriFound - Our brass sign above the conference room entrance

    TriFound

    (12 reviews)

    I don't know how to even begin to describe my disappointment and devastating financial situation…read morethat I have been put in after hiring a "financial advisor" after my divorce. I had met with Shane Hemphill of Trifound/Vertis in 2022. Jokingly I asked when I could retire which his reply was, anytime. After much paper work and lists of monthly living expenses, assets, bank accounts etc. he arrived at a monthly disbursement amt. I sold my home, let my job and moved east near my family with Shane' encouragement that he could make my money work wherever I want to live. This was the 2nd of many statements that Shane had told me that ended up being very false. At the beginning meetings I was told there was no fee for the services because he has so many high profile cases he doesn't have to take money from little accounts. After all of money in his hands I was then I was paying 9% of the accounts he manages. Which of course is there are multiple. I worked with people that went to Shane and did not check into his credentials until after he had all of my 401K and Brokerage from the sale of my home in his control. If I had I would have found that he has no formal education to be advising of financial growth. I did leave my job at 62 and thought I was fine with the budget of money that was coming from my investments. I assumed that this was the amount I would be getting monthly indefinitely and I could plan my future with this amt. I was in the process of looking for a new home and in applying for a loan it was discovered that all of my money was put in 10 IRA's with the acceptation of the amt. that was set aside for me to live on. After going thru that amt. set By Shane, he then decided to start dipping into my brokerage account for monthly dispersants. ( I did not give prior consent, nor agree to this!!) This money was to go towards the downpayment on a new home.) I expressed my concerns of my investment's growth and my financial future many times to Shane and was always told, you are fine stop worrying. I was MORTIFIED! Several Brokers, fiduciaries, and financial advisors were looking at my accounts that Shane set up and what he invested me in to give their opinion. With no $ growth for 3 years and basically living off disbursements of a "savings account", I DO HAVE to go back work full, give up my apartment and live with family until I can reinvest my money AND see some kind of growth and save money from work until I am 70. (had I kept on the same course with Shane I would have been bankrupt at 71, just like Trifound) Be very careful signing up with a someone that calls themselves financial advisors. A business degree does not qualify for you to represent someone as a financial advisor !!! It should be against the law for these kind of people to misrepresent you to fatten their own pocket and send you to financial despair. Hard lesson learned on my part. I have faith I will be ok and thank God I got Vertis and Shane Hemphill's hands off from my money when I did!

    We became clients when TriFound purchased the firm we used for years. We have found them to be…read morevery professional, knowledgeable and easy to get in touch with. Shane and Kyle are personable and easy to talk to, and always return calls or emails as quickly as they can. They've done exactly what they said they would with our investments and are always willing to answer questions or do what we ask. We've been with them now for a few years and have been happy with them.

    Davis Accounting - accountants - Updated May 2026

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