SERVICES – INDIVIDUALS
INQUIRY FORMS
INDIVIDUAL TAX CLIENT INQUIRY
Accurate and timely preparation of federal and state tax returns for individuals, with attention to compliance and optimization of available deductions and credits.
TAX PLANNING & STRATEGY
Proactive analysis and planning designed to identify opportunities for tax savings and improve financial outcomes, as well as calculations of quarterly estimated tax payments to help manage liabilities and avoid underpayment penalties.
ESTATES & TRUSTS
Preparation of income tax returns and related schedules for trust and estates in accordance with IRS and state requirements.
FINANCIAL WELLNESS & BUDGET PLANNING
We offer personal budgeting & cash flow planning, debt management & reduction planning, financial goal setting & tracking, credit review & improvement guidance, savings & emergency fund planning, and spending analysis & financial behavior insights.
NOTARY SERVICES
We offer several types of notarization. Contact us today to set up an appointment.
OUR TEAM
Curt W. Davis
Certified Public Accountant
Delacey J. Kell
Staff Accountant
Ashley M. Miller
Staff Accountant
Curt Davis, CPA 