Davis CPA Group
A Professional Corporation
Certified Public Accountants
20 North White Horse Pike
Lindenwold, NJ 08021
Telephone 856-627-2100 Facsimile 856-627-7024
Facebook daviscpagroupnj   on Twitter @daviscpagroup
"Trust, Confidence, Quality"
Providing the sound, plain spoken financial advice you have always wanted from your CPA
 

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Business Resource Partners

 

 

 

 

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 for all 50 States

Ø      Electronic Filing (No additional charge)

Ø      Tax Planning

Ø      Estate Planning

Ø      Education Planning

Ø      Retirement Planning

Ø      Residential Mortgages

Ø      Insurance Services

 

As many of you may be aware, Ron is licensed to provide insurance advice.  To that end,  we  will be offering insurance based 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 & Fixed Annuities.

 

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.

 

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.

 

©  2005 Davis CPA Group, PC

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