About Us

• Davis CPA Group offers the traditional accounting services found in a local CPA Firm Write-up, bank reconciliations. bookkeeping, payroll preparation and payroll tax return filing are some of the basic services offered by our staff. We automate your books in our offices to provide you with an efficient and cost effective solution to your record keeping needs. We install and implement automated accounting packages such as Quickbooks. We train your staff and design your system to fit your business. CONSULTING At Davis CPA Group, we pride ourselves on the broad base of business knowledge we possess. We feel confident in many areas of business and can help you to procure financing, through both traditional and non-traditional sources, advise you on the type of entity to use when establishing your business. In fact, we can help you to legally form and register an enterprise. If a business matter comes to mind, and you need an answer, do not be afraid to give us a call. If we do not know the answer, we will point you in the right direction. TAXES When the professionals at Davis CPA Group hear the word, "taxes", we immediately think of only one other word, "planning". It is our philosophy that planning is the cornerstone to an effective relationship with our clients. In addition to individual, partnership, corporate, estate & trust tax preparation that you will find at firms like ours, Davis CPA Group prides itself on keeping our clients abreast of their personal tax profile consistently throughout the year. You can expect to hear from us in the fall, as we touch base to see how the year has gone so far. More importantly, we take this time to see if anything has happened during the year to impact your personal tax profile. In this way, we can take the appropriate actions to mitigate or maximize, as the case may be, the tax consequences. By contacting you early, we can hopefully eliminate the phrase, " I owe what??" Through Davis Financial Services, LLC, an affiliate of Davis CPA Group, PC, we are proud to offer a vast array of financial services. Instead of trying to convince you that we suddenly became investment and insurance experts, we have chosen to partner with highly qualified companies in specific areas. We have formed formal partnerships with leading investment*, insurance, Registered Investment Advisor and Residential Mortgage Solicitors all in an effort to maintain the same high quality you associate with the Davis CPA Group. We do not want to hide the fact that we are going to be compensated should you purchase products through us, though you are never obligated to do so. Our goal is to bring the same enthusiasm and professionalism you have come to value over the years and apply it to a new service. We are learning everyday and through consistent and persistent education and training hope you will see the value of our growing expertise in this area. We will seek to integrate our knowledge gained about you over the years to provide you with model, conservative, growth oriented financial plans.