IRS releases business standard mileage rate for 2012 The business standard mileage rate, which many employers use to
reimburse employees for business miles driven, is 55.5
cents-per-mile for 2012, the IRS has announced. This reflects
no change from ...
IRS reminds dual citizenship taxpayers to report foreign accounts The IRS recently reminded dual citizenship taxpayers and U.S.
citizens residing abroad to file U.S. income tax returns and, if
appropriate, Form TD F 90-22.1, Report of Foreign Bank and
Financial A...
IRS revises regulations for capitalization of tangible assets Just before year-end 2011, the IRS issued much-anticipated revised
regulations on the capitalization of tangible assets. The IRS
withdrew proposed regulations issued in 2008 and issued temporary
an...
IRS updates Form 940 for mid-year expiration of FUTA surtax The IRS has updated Form 940 to reflect the mid-year 2011
expiration of the 0.2 percent FUTA surtax. FUTA taxes for 2011 will
be calculated using two rates, the IRS explained.Mid-yea...
CT - DRS addresses worker misclassification problem The Connecticut Department of Revenue Services (DRS) has issued a
notice encouraging employers that have misclassified their workers
(e.g., as independent contractors rath...
NJ - Madoff victims entitled to refunds Taxpayers, who were victims of the Madoff Ponzi scheme, were
entitled to file amended New Jersey gross (personal) income tax
returns for 2005 through 2007 to claim refunds for inte...
NY - Application for award of administrative costs denied A taxpayer was not entitled to an award of administrative costs
under Tax Law §3030 with regard to a New York sales and use
tax settlement, even though the taxpayer established tha...
Welcome to the firm of Ivy M. Davis, CPA, PFS, CFP® and thank you for visiting our Website.
Ivy M. Davis is a CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER™, professional, and CPA / PFS (Personal Financial Specialist) under the auspices of the AICPA. Our dedication to quality client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.
This Website is another medium of communication that allows us to keep you, our valued client, up to date and informed about whats taking place at our firm, and within the tax laws. We believe regular communication with our clients is necessary to ensure that we are providing the close personalized service we are known for.
In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.
Our Website features the following pages, developed to keep you up-to-date and informed:
FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.
Ivy M. Davis is a financial adviser and compatible professional who can help you plan and reach your financial goals with services that range from an informal consultation to a comprehensive personal financial plan. Taking the first step into the world of financial planning is the hardest. Entrust your financial future to an adviser who is a Certified Financial Planner within a CPA/PFS, CFP® firm.
CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise, including: Accounting Services, Financial Planning, Financial Advisor, Divorce Planning, Retirement Planning, Tax Preparation Service, Bookkeeping/Write-ups, Small Business Set-ups, E-Filing Tax Returns, Individual Income Tax and Corporate Income Tax Returns, Investment Planning, Quickbooks Training and Installation, Estate and Trust Tax Preparation, Sales Tax, Payroll Tax, Computer Consulting, Budget Planning, All Tax Services.
NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters.
FINANCIAL TOOLS- To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.
LINKS - There are a lot of great Websites out there - if you can find them!
IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained on this website was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code. CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CPA, Certified Public Accountant, CFP, CERTIFIED FINANCIAL PLANNER, Personal Financial Specialist, PFS, Serving The New York Metro Area,including: Half Hollow Hills, Dix Hills, Huntington, Huntington Station, Melville,Commack, Floral Park, Bellerose, Queens Village, Hollis, Douglaston, Little Neck, Kings Point, New Hyde Park, Elmont, Valley Stream, Malverne, Lynbrook, Baldwin, Freeport, Merrick, Wantagh, Seaford, Massapequa, Massapequa Park, Farmingdale, Plainview, Deer Park, Bethpage, Stony Brook, East Setauket, Setauket, Smithtown, Port Jefferson, Lindenhurst, Miller Place, Kings Park, East Hills, East Williston, Williston Park, Mineola, Roslyn, Roslyn Heights, Garden City, Garden City Park, Stewart Manor, Port Washington, Sands Point, Plandome, Plandome Manor, Manhasset, Manhasset Hills, Great Neck, Glen Cove, Glendale, Sea Cliff, Lawrence , Hewlett, Hempstead, Hicksville, Uniondale, West Hempstead, Westbury, Old Westbury, Old Brookville, Bayville, Lattingtown, Muttontown, Woodbury, Syosset, Oyster Bay, East Norwich, Nassau County, Suffolk County, Brooklyn, Queens, Bronx, Manhattan, Staten Island, Long Island, New York City, Plainedge, Roslyn, New York City, Brookville, Northport, East Northport, New Yok, NY
are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
