Davis CPA Group
A Professional Corporation
Certified Public Accountants
1405 Chews Landing Road
Suite 2
Laurel Springs, NJ 08021
Telephone 856-232-5524 Facsimile 856-228-5985
TOLL FREE 1-866-898-1040
 
"Trust, Confidence, Quality"
Providing the sound, plain spoken financial advice you have always wanted from your CPA
 

Our Staff

Our Services

E-Mail Us

Related Links

Request Information

Directions

Investment Account

Community Involvement

Business Resource Partners

 

www.finra.org

 

 

Business Services

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Compilations

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Reviews

 ?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Bookkeeping                                  

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Write-Up

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Payroll Tax Preparation

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Sales Tax Preparation

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Corporate Tax Preparation

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Partnership & Trust Tax Preparation

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Financing Arrangements, SBA Loans

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Business Valuations

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Litigation Support and Consulting

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Retirement Plans (401K’s, Simple IRA’s, etc.)

     

Individual Services

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Federal, State and Local Income Tax Preparation

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Electronic Filing (No additional charge)

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Tax Planning

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Estate Planning

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Education Planning

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Retirement Planning

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Residential Mortgages

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      Investment Services

?lt;span style="font-style: normal; font-variant: normal; font-size: 7.0pt; font-family: Times New Roman">      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

?nbsp; 2005 Davis CPA Group, PC

Hit Counter