Welcome to the firm of Ivy M. Davis, CPA, PFS, CFP® and thank you for visiting our Website. Ivy M. Davis is a CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER™, professional, and CPA/PFS (Personal Financial Specialist) under the auspices of the AICPA. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.
This Website is another medium of communication that allows us to keep you, our valued client, up to date and informed about whats taking place at our firm, and within the tax laws. We believe regular communication with our clients is necessary to ensure that we are providing the close personalized service we are known for.
In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.
Our Website features the following pages, developed to keep you up-to-date and informed:
FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.
CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise, including: Accounting Services, Financial planning, Financial Advisor, Divorce Planning, Retirement Planning, Bookkeeping/Write-ups, Small Business Set-ups, Financial Statements, Individual Income Tax and Corporate Income Tax, Investment Review, Quickbooks Training and Installation, Estate and Trust Tax Preparation, Sales Tax, Payroll Tax, Computer Consulting, Budget Planning.
NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters.
FINANCIAL TOOLS - To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.
LINKS - There are a lot of great Websites out there - if you can find them!
IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained on this website was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Certified Public Accountant, CPA, CERTIFIED FINANCIAL PLANNER™, professional,CFP,Personal Financial Specialist, PFS Serving The New York Metro Area,including: Floral Park, Bellerose, Queens Village, Hollis, Douglaston, Little Neck, Kings Point, New Hyde Park, Elmont, Valley Stream, Malverne, Lynbrook, Baldwin, Freeport, Merrick, Wantagh, Seaford, Massapequa, Massapequa Park, Farmingdale, Commack, Melville, Dix Hills, Deer Park, Bethpage, Plainview, Stony Brook, East Setauket, Setauket, Smithtown, Port Jefferson, Lindenhurst, Miller Place, Kings Park, Huntington, Huntington Station, East Hills, East Williston, Williston Park, Mineola, Roslyn, Roslyn Heights, Garden City, Garden City Park, Stewart Manor, Port Washington, Sands Point, Plandome, Plandome Manor, Manhasset, Manhasset Hills, Great Neck, Glen Cove, Glendale, Sea Cliff, Lawrence , Hewlett, Hempstead, Hicksville, Uniondale, West Hempstead, Westbury, Old Westbury, Old Brookville, Bayville, Lattingtown, Muttontown, Woodbury, Syosset, Oyster Bay, East Norwich, Nassau County, Suffolk County, Brooklyn, Queens, Bronx, Manhattan, Staten Island, Long Island, New York City, Plainedge, Roslyn, New York City, Brookville, Northport, East Northport
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