DAVIS CPA GROUP, PC

Conveniently located in the Chews Landing Section of Gloucester Township, New Jersey, just off Route 42 and the Black Horse Pike, these offices will serve as our base of operations for years into the future. The offices are quite easy to find and have ample parking.

Davis CPA Group, PC is proud to announce that Ronald J. Davis, CPA has attained the credential of Certified QuickBooks ProAdvisor. This certification is an extremely valuable tool that we feel will enhance every relationship our firm has with its clients, present and future!!!

We will be offering services to both Business and Individuals:

Business Services

Ø Compilations

Ø Reviews

Ø Bookkeeping

Ø Write-Up

Ø Payroll Tax Preparation

Ø Sales Tax Preparation

Ø Corporate Tax Preparation

Ø Partnership & Trust Tax Preparation

Ø Financing Arrangements, SBA Loans

Ø Business Valuations

Ø Litigation Support and Consulting

Ø Retirement Plans (401K’s, Simple IRA’s, etc.)

Individual Services

Ø Federal, State and Local Income Tax Preparation

Ø Electronic Filing (No additional charge)

Ø Tax Planning

Ø Estate Planning

Ø Education Planning

Ø Retirement Planning

Ø Residential Mortgages

Ø Investment Services

Ø Insurance Services

As many of you may be aware, Ron is licensed to provide investment and insurance advice. To that end, through our affiliate, Davis Financial Services, LLC, we will be offering Investment Services* to both individuals and businesses as follows: 401(k), 403(b), Plans and Pension Rollovers, Qualified State Tuition Programs, Traditional, Roth, Education IRAs and a tremendous variety of Mutual Funds, Variable Annuities and Money Markets

His investment philosophy is Conservative, Long Range and results oriented. He prefers to use high quality mutual funds, mixed to provide diversification across various industries and countries. However, he is fully licensed to buy you any type of security product, including stocks, bonds, options; fixed and variable annuities and other insurance products.

Should you allow him with the opportunity to manage your money, he likes to coordinate his efforts and make sure the investments we choose together continue to diversify your portfolio in a thoughtful manner.

Finally, and MOST importantly, we would like to thank you for your continued support of our relationship.

Please do not hesitate to call in the event you have any questions or would simply like to get together to talk.

*Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd, Albany, NY 12211