Business Details
36 Years
experience
Expert Tax & Financial Services for Realtors, Retirees & Self-Employed
Since 1990, I have dedicated my practice to providing personalized tax and financial services tailored to realtors, retirees, and self-employed individuals. My commitment to ethical, client-focused advice has fostered long-term relationships, with nearly all new clients coming through referrals. I specialize in minimizing tax burdens through proactive planning while offering direct, one-on-one service without delegating client work to staff accountants.As a member of the National Association of Tax Professionals, I stay current on evolving tax laws to ensure clients maximize deductions and credits. My financial advisory services have helped families protect over $100 million in assets through retirement income planning strategies. I prioritize accessibility, ensuring clients receive undivided attention and clear communication throughout the year, not just during tax season.
Services
Tax Services
Payroll Processing
Financial Planning
Tax Coaching
Retirement Income Strategies
Details
- Year established: 1990
Highlights and features
- Direct access to a tax professional with 30+ years of specialized experience
- Proactive tax coaching to recover thousands in previously missed deductions
- Personalized service with no delegation to junior staff accountants
- Member of National Association of Tax Professionals for up-to-date compliance
- Proven track record protecting $100M+ in client assets through retirement planning
Associations and certifications
- National Association of Tax Professionals
What people say
Excellent service
Significant savings
Real professional
Every available deduction
Loves his profession
Services
Tax Services
Comprehensive tax preparation for individuals and businesses, including federal, state, and local returns. Focus on minimizing liabilities through strategic deductions while ensuring compliance. Services cover year-round tax planning consultations to optimize financial decisions.
Tax Coaching
Proactive tax planning guidance to identify annual savings opportunities. Includes personalized analysis of deductions, credits, and compliance strategies. Helps clients implement systems for ongoing tax efficiency beyond seasonal filing requirements.
Payroll Processing
Full-service payroll administration with electronic tax payments and form filings. Clients maintain control over data entry while receiving expert support for W-2/W-3 processing and regulatory compliance. Internet-based system enables secure collaboration.
Financial Planning
Customized financial advisory services for retirement, education funding, and estate planning. Focuses on risk-appropriate investment strategies aligned with long-term goals. Includes asset protection and income optimization for pre-retirees and retirees.
Retirement Income Strategies
Specialized retirement income planning to maximize savings and minimize tax exposure. Services include Social Security optimization, distribution strategies, and sustainable withdrawal planning. Designed for individuals transitioning to or maintaining retirement.
People
Davis Tax & Financial
Owner/Tax Professional
Certified tax expert with 30+ years serving realtors and self-employed professionals. Conducted 350+ tax seminars across New England while building a practice focused on personalized client relationships and financial education.
Questions
What tax services do you specialize in?
I prepare all federal, state, and local tax returns for individuals, corporations, and fiduciaries with a focus on realtors and self-employed professionals.
How are you different from other tax preparers?
I provide year-round tax planning and direct access to the owner without delegating work to staff accountants, ensuring personalized service and continuity.
Do you offer financial planning services?
Yes, I offer retirement income planning, estate planning, and investment strategy services tailored to individual risk tolerance and financial goals.
What areas do you serve?
Primarily Danvers, MA with clients throughout Massachusetts including Cambridge, Medway, and Ipswich based on referral relationships.
Can you help with payroll processing?
Yes, I provide secure online payroll services including tax payments, form filings, and W-2/W-3 processing for small businesses.
