CERTIFIED FINANCIAL PLANNER

       Member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the Personal Financial Specialist (PFS), the National Conference of CPA Practitioners (NCCPaP),  the Financial Planning Association (FPA), is a CERTIFIED FINANCIAL PLANNER™ practitioner, Ivy M. DAVIS, CPA, PFS, CFP® is an innovative and skilled member of the accounting profession.

The most important thing is to define your goals

Would you like a worry free future?


Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Ivy M.Davis Davis, CPA, PLLC is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.



Here at Ivy M. Davis, CPA, PLLC we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

Retiring comfortably to me includes the ability to travel.

 

You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.  I am a tax consultant who can provide a tax saving plans that will help you reach your goals. 

About Us

Ivy M. Davis, CPA, PFS, CFP  has well over a decade of accounting and financial-planning experience.


       The firm believes in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

       We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial expertise. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.


We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.


We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

     
 

 

       

 

 

  

     

 

 

  

       
     

ACCOUNTING  SERVICES

Accounting office of Ivy M. Davis, CPA, PFS, CFP® brings over a decade of service to clients in Melville, Dix Hills, Plainview, Huntington, Huntington Station, Great Neck, Glen Cove, Kings Park, East Hills, Floral Park, Bellerose, Queens Village, Hollis, Douglaston, Little Neck, Kings Point, New Hyde Park, Elmont, Valley Stream, Malvern, Lynbrook, Baldwin, Freeport, Merrick, Wantagh, Seaford, Massapequa, Massapequa Park, Farmingdale, Commack,  Bethpage, Stony Brook, Port Jefferson, Lindenhurst, Miller Place, 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, Uniondale, West Hempstead, Westbury, Old Westbury, Old Brookville, Bayville, Lattingtown, Muttontown, Woodbury, Syosset, Oyster Bay, East Norwich, Deer Park, Hicksville, Smithtown, Levittown, Nassau County, Suffolk County, Brooklyn, Queens, Bronx, Manhattan, Staten Island, Long Island, New York City.  1040 Income Tax Returns, Financial Planning. Retirement Planning, College Planning, Estate and Trust Returns. 

Experience

All financial planners are not created equal. With the CPA as a foundation, a CPA, PFS,  CFP is uniquely qualified to be your trusted financial advisor and tax consultant.
  

Tax Planning for individuals and Financial Planning