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Expert Guidance for Your Health Insurance Decisions

At Davis & Graves CPA LLP, we pride ourselves on providing quality, personalized financial guidance to individuals and businesses. With over 95 years of combined experience, our expertise ranges from basic tax management and accounting to more in-depth services such as financial statements and business planning. As one of the leading accounting firms in the Portland Metro area, we are committed to delivering exceptional service to our clients.

Our Mission

Our mission is to help our clients maintain financial viability in the present, while taking a proactive approach to achieve their future goals. We strive to build close client relationships by providing open communication, sound analysis, and a high level of professionalism. Our dedication to high standards, hiring of seasoned tax professionals, and unparalleled work ethics have earned us a reputation for excellence in the business and financial community.

Our Services

At Davis & Graves CPA LLP, we provide a wide range of services to individuals and businesses in various industries. Our firm is committed to meeting the specific needs of each client, whether it's tax planning and preparation, financial statement preparation, or business planning. Our professional services include:

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions, minimizing their tax liabilities and maximizing their cash flow. Our expertise and thorough research enable us to optimize financial opportunities in accordance with long-standing and recently altered tax laws.

Assurance and Advisory Services

We focus on building close client relationships that add long-term value. Our assurance services include preparation, compilation, and reviews of financial statements, as well as evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution.

IRS Representation

Our professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready to answer any and all questions the IRS may be asking of our clients.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our accounting services include general ledger and financial statement preparation, bookkeeping, accounting system setup and support, payroll processing, and more.

Estate and Trust Planning and Tax Preparation

We help individuals and businesses navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of their beneficiaries. Effective estate and trust planning ensures financial security for loved ones and maintains a smooth succession of ownership for businesses.

QuickBooks Accounting Help and Assistance

We offer training, installation, and setup services to help clients efficiently and effectively use QuickBooks. Our experts provide personalized training and support to ensure a seamless integration of QuickBooks into your business operations.

At Davis & Graves CPA LLP, we are committed to delivering exceptional service, expert guidance, and unparalleled support to our clients. With over 95 years of combined experience, we strive to meet the unique needs of each client, providing personalized financial guidance to individuals and businesses.

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