The accounting office of Ivy M. Davis, CPA, PFS, CFP ®brings over two decades of experience in personal and business accounting to work for our clients. Call for a Complimentary Consultation (631) 385-4465.

 Ivy M. Davis, CPA, PFS, CFP ®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.

Ivy M. Davis, CPA, PFS, CFP ® is a full service accounting firm offering personal and affordable tax preparation and financial planning services for individuals and businesses. As a financial professional in an ever changing industry, the firm keeps abreast of current developments in the business community by closely monitoring changes in the tax laws and regulations.

I specialize in working with individuals, small and medium sized businesses. I offer a combination of new technologies, plus a long standing commitment to excellence and customer satisfaction to provide our clients with the power of a big accounting firm at a fraction of the price. My firm offers a broad range of accounting services for individuals and businesses of all types and sizes, including Sole Proprietorships, Partnerships, C & S Corporations, Limited Liability Companies and Not-For-Profit Organizations.

My work with small to medium sized businesses is an area of particular expertise, and has included planning for clients in the industries of Construction Contractors, Computer Consultants, Manufacturers, Law Firms, Physicians, Restaurants, Retail Businesses, and Landscapers, among others. This broad range of experience provides us with a keen insight into the concerns and issues of growing businesses and individuals.

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

I am  committed to providing close, personal attention to my clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. My 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.

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

I offer a complimentary consultation.

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 York, NY