At Davis, Pechter and Associates, PC, we are passionate about empowering individuals and businesses to navigate the complexities of their financial lives. We believe in building personal relationships with our clients, understanding their unique needs and aspirations, and delivering customized solutions tailored to their financial goals.
Who we are
Our team comprises experienced and certified professionals with diverse backgrounds in accounting, finance, and tax planning. We are dedicated to open communication, transparency, and building trust with our clients.
For Individuals
- Personal Financial Planning: Develop a roadmap for achieving your financial goals through budgeting, investment planning, retirement planning, and estate planning.
- Retirement Planning: Maximize your retirement accounts, plan for post-retirement income, and navigate complex tax regulations.
- Estate Planning: Create a comprehensive estate plan that protects your assets and ensures your wishes are met after you're gone.
- Elder Care Planning: Navigate the challenges associated with aging parents and ensure their financial security.
- Wealth Management: Develop a personalized investment strategy aligned with your financial goals and risk tolerance.
For Businesses
- Small Business Accounting & Bookkeeping: Streamline your financial operations, increase efficiency, and achieve accurate financial reporting.
- Payroll & Part-Time CFO Services: Manage payroll compliance, payroll taxes, and access strategic advice on business finances.
- Audits & Compliance: Ensure compliance with tax regulations and mitigate risk through comprehensive audits and reviews.
- Business Valuation & Advisory: Make informed decisions regarding business transactions, financing, and succession planning.
Our Approach
We take a collaborative and personalized approach to understand your unique needs and goals. We work with you to:
- Define your financial objectives and concerns.
- Develop customized strategies and plans.
- Implement tailored solutions and monitor your progress.
- Provide ongoing guidance and support.
Overall Experience
Derek Davis and his team at the CPA firm have been providing exceptional services to two businesses involved by Dr. Ted Lee, who has given them a 5-star rating. The firm has been working with them for over 20 years, providing expert guidance on tax filings and related matters. Pete Costello, another satisfied client, has also given the firm a 5-star rating, praising their professionalism, kindness, and ability to help businesses thrive.
Services Provided
The firm has provided comprehensive CPA services to both businesses, including tax filings and advice. Dr. Ted Lee mentions that the firm has done a "stellar job" in managing their tax-related matters, while Pete Costello praises their ability to keep businesses out of trouble with taxes and increase profitability.
Expertise and Reputation
Both reviewers emphasize the firm's expertise and reputation in the industry. Dr. Ted Lee has been working with them for over 20 years, which speaks to their quality and reliability. Pete Costello also notes their professional approach, which has earned them a 5-star rating.
