Our Process

The Data Specialists Inc. Three Step Process

  1. Introductions
You will be introduced to the proper contact at Data Specialists Inc. soon after you make initial contact. Who that contact will be depends on your situation and needs. The first introduction may be by phone or in person as appropriate and we will cover what your needs are, what we can do for you and also what your expectations are of us.
  1. Building Your Plan
We will help you establish a system to provide the information needed to complete the task. For personal taxes, this may simply involve gathering the necessary documents to prepare returns or answer questions. For a business, it may include setting up systems to track information for filing deadlines and enabling us to assist with informed business decisions.
  1. Providing services and management
Tax preparation, financial, and business planning evolve with life changes. At Data Specialists Inc., we prioritize your goals, leveraging tax laws to maximize financial benefits. Unlike others, we’re always available for questions—free of charge. Mark and Cindi aim to ensure no missed opportunities to save you money.

Our Mission

To provide quality tax & account services for individual & small businesses. To use our years of experience to guide our clients to the best financial situation possible for them and their families. To guide our clients through the maze of our federal and state laws. To provide solutions to our client's financial & Tax issues that make them compliant with all laws and regulations, while allowing them to keep as much of their hard-earned money as possible.

Testimonials

I am writing to express my sincere appreciation for the exceptional services provided by Data Specialist. As the owner of G&D Electric, we have relied on Data Specialists for over 30 years to handle our complex accounting needs. Their team has consistently demonstrated a high level of professionalism, accuracy, and efficiency. They have streamlined our financial processes, saving us both time and money. Their expertise in accounting services, tax preparation, and bookkeeping has been invaluable to our business. I am particularly impressed with their dedication to customer service. They are always available to answer questions, provide guidance, and address any concerns promptly. Their proactive approach to problem-solving has helped us avoid potential financial pitfalls. I wholeheartedly recommend Data Specialist to any business seeking a reliable and trustworthy accounting partner.
J. Smejkal
We have been entrusting Data Specialists with our taxes for over 25 years. We were drawn to Mark Heath’s honesty, integrity and knowledge. One year, the IRS made a mistake with our tax return. Mark took care of us and the issue. We would highly recommend him.
K. Bileth
I have worked with Data Specialists and Mark Heath for many years. First as my tax accountant and then as my financial advisor. He is dependable, informative, and friendly with his time and vast experience.
W. Villet
My wife and I have worked with Mark Heath and Data Specialists team for over 25 years. I highly recommend them for their knowledge, trustworthiness, and effective service.
T. Warnes
My Husband and I have been so fortunate to have Mark Heath and Data Specialists prepare our taxes since 2006. We’ve never experienced any qualms about preparation or accuracy, and he and his staff have always been available for any and all questions we might have .
H. Cook
My family and Business have been working with Data Specialists for over 30 years! I have consulted with them on various financial and tax aspects of my business and personal life. They were there for me during a grueling IRS audit, and I couldn’t have done it without them. I strongly recommend the professionals at Data Specialists for all my tax and accounting needs.
T. Jones
We have been using Data Specialist's for over 13 years and wouldn't trust anyone else to handle our accounting, taxes, and audit needs. We appreciate their attention to detail and their ability to remain organized and professional through any situation. They handle a lot for our businesses, and we are very thankful for their services.
C. Zerka
    Call us today to see how we can help!
    616-754-4652