Financial & Tax Planning
There are many strategies to minimize income and estate taxes, and Davis & Deal Certified Public Accountants ensures you put them all to use. We prepare tax returns for corporations, partnerships, individuals, estates, and trusts, all while keeping current with tax law changes and requirements.
To ensure the smallest tax impact, we help you understand and utilize concepts like family gifting and other opportunities. We also handle trusts and retirement planning, helping you properly manage your investments and fully understand how they will affect your business and team.