Welcome to the firm of Ivy M. Davis, CPA, PFS, CFP® and thank you for visiting our Website. Call for a Complimentary Consultation (631) 385-4465.
Ivy M. Davis CPA is a CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER™ professional, and Personal Financial Specialist, CPA / PFS under the auspices of the AICPA. My office is located in Melville, NY. I offer a complementary consultation to new clients. Call for an appointment (631)385-4465. Servicing Commack, Dix Hills, Huntington, Half Hollows Hills, Deer Park, Lindenhurst, Smithtown, Northport, Plainview, Syosset, Westbury, Woodbury, All Suffolk, Nassau Counties and NYC. My dedication to quality financial planning and accounting services has brought me to the internet as I 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 my firm, and within the tax laws. I believe regular communication with my clients is necessary to ensure that I am providing the close personalized service I am known for.
The Website features the following pages, developed to keep you up-to-date and informed:
In addition to providing you with a profile of my firm and the services I provide, this website has been designed to become a helpful resource tool to you, my valued clients and visitors.
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 and Tax Planning Services, 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 - The 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, Financial Planner, 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 York, NY