We don't just prepare tax returns – we work with our clients all year long.
Planning Ahead
HD Davis is a different kind of CPA firm. We don't just prepare tax returns – we work with our clients all year long to save them money on their taxes. We do our best work for clients when we’re included early in a planning capacity. Developing and executing a strategy throughout the year is where the real tax dollar savings happen.
People might wonder what CPAs do the rest of the year after tax returns are filed. Well, the good ones are keeping in touch with their clients throughout the year. We don’t want to see you overpay the IRS any more than you want to, and the key to keeping that from happening is early planning and intervention.
Our Tax Planning Process
Gather Info
We'll gather the prior year tax return, your year-to-date paystubs, other relevant statements and ask some questions about your expected year ahead.
Get Together
We'll set up a meeting to go over everything and provide our recommendations.
Implement Strategies
We'll help you implement the recommended strategies so you can begin reducing your taxes.
Tax Advisory and Prep Prices
Year-round Tax Advisory & preparation services for all of your needs!
