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Tax Services
Beyond compliance with increasingly complex tax laws and regulations,
Tom C. Davis, CPA, LLC focuses on tax planning and reduction strategies for individuals and small and mid-sized
businesses. Our staff of Certified Public Accountants and staff accountants bring years of
experience to bear on each of our clients’ unique individual and business tax needs. We continually
educate ourselves on the latest tax law changes and their implications for our clients to provide
effective service. We use best-of-breed tax technology products to ensure that we provide the most
efficient services possible.
Along with individuals, we serve a variety of business clients including:
- Medical and dental practices
- Veterinarians
- Attorneys
- Contractors
- Manufacturers
- Wholesale distributors
- Retailers
- Petroleum distributors
- Real estate managers and developers
- Restaurants and bars
- Government units
- Not-for-profit organizations
- Home-based businesses
Financial Services
Whether you are an individual or a business, income taxes are just one facet of your overall
financial picture. You have other financial concerns as well. Tom C.
Davis, CPA, LLC provides a range of financial consulting services, including:
Personal Financial Planning
- Retirement planning
- Estate planning
- College funding
- Insurance planning
- Investment planning
Business Services
- Business start-up services
- Retirement plan design and analysis
- Cash forecasting and management
- Financial analysis
- Planning and budgeting
- Business succession planning
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