Today, we’d like to introduce you to Andrea Davis.
Hi Andrea, we’re thrilled to have a chance to learn your story today. So, before we get into specifics, maybe you can briefly walk us through how you got to where you are today?
In 2018, while preparing for my son’s high school graduation, I realized the importance of diversifying my income streams. With over two decades of experience in finance and accounting within the Oil and Gas industry, I aimed to find a fulfilling pursuit that wouldn’t compromise family time. Driven by my passion for numbers, I shifted my focus to tax preparation. Despite facing initial challenges in finding suitable opportunities, a turning point came in 2019 when a friend introduced me to a tax company that allowed weekend training. This marked the beginning of a transformative journey that led me to become the owner of Levels Tax Services and Streamline Pro professional tax software. I specialize in assisting clients with tax preparation and planning, and I extend my expertise to support new tax professionals and EROs through training, mentorship, and the provision of essential software to help them establish and run their own businesses.
In the year 2024, I proudly identify as a serial entrepreneur. At present, I am actively engaged in managing a tax office, retailing professional tax software, and serving as a co-owner alongside my husband in Signature360 Power FLP—a multifaceted venture that includes photo booth services and Hookah rentals.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way? Looking back, would you say it’s been easy or smooth in retrospect?
The journey has been anything but easy; it’s been a continuous challenge with hurdles along the way. Setting annual challenges and multiple goals has become my strategy to push the boundaries and enhance my business.
Many days involve contemplation and second-guessing, particularly about whether my commitment to honesty can attract the right clients. The local tax offices, often promoting unrealistic refund expectations and engaging in scams, pose significant competition. However, my determination remains unwavering as I concentrate on building and persistently pushing through to achieve my objectives.
Great, so let’s talk business. Can you tell our readers more about what you do and what you think sets you apart from others?
In my company, transparency is a cornerstone value, and I’m dedicated to providing comprehensive assistance across various domains. From demystifying individual tax elements like W2s, W4s, and personal tax returns to offering guidance on tax planning, business taxes, and business formation, our commitment sets us apart in the industry.
Whether you’re exploring my software, embarking on a career as a new tax professional, or looking to expand your tax business, I extend an invitation to partner with us. This collaboration not only grants access to our software but also facilitates a deep dive into the intricacies of the tax world. With a mentorship program involving 12 partners and a select group of tax owners, I provide continuous guidance throughout the year.
What sets me apart is a commitment to honesty, unwavering motivation, and a reliance on faith in every facet of my professional endeavors.
What would you say has been one of the most important lessons you’ve learned?
Exercising patience and skillfully orchestrating the timing of your launch can be key to unlocking exponential growth in your business.
Contact Info:
- Website: https://linktr.ee/levelstaxservice
- Instagram: Levelstaxservicellc
- Email: levelstaxservice@gmail.com
- Office Phone: 832-707-2452
Image Credits
Brittany Shelvin
