Tax Planning for Individuals Financial Planning

How to Choose a Financial Planner

Do you know how to pick a financial planner that has your best interests in mind?

Do you spend more time planning a vacation for your family than you do for your retirement?

Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With Ivy M. Davis, CPA, PLLC we can help you plan a financial future that will make you and your family excited for your upcoming years. I recommend that you make an appointment with me your tax consultant for tax planning for individuals, tax planning strategies, retirement planning and estate planning.

Creating and Managing Wealth

Wealth comes from a number of different resources. You can create your future wealth strategy right now.

What should I invest in?

With today's economy it's hard to know what you should be investing in.

Planning Your Future

It's one of the most important things we can do, but it's also the most overlooked. Here at Ivy M.Davis CPA, PLLC we'll help you accomplish your future financial goals every step of the way.

How to choose a CPA, PFS, CFP ?

The relationship you establish with your financial professional is a very personal one. For the relationship to be effective, you have to be comfortable sharing many details of your financial and family life. A CPA is one of the most trusted advisors for both individuals and their closely held businesses. Combine this with the expertise evidenced by the PFS and CFP credential, and you can feel comfortable that the CPA, PFS, CFP professional will work hard for you and your family's best interests for years to come.

In The News

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.

How can a CPA, PFS, CFP help you?

A CPA with the PFS and CFP, credential, I am a tax consultant who will help you by taking a holistic approach to your financial planning process. No recommendation is made without considering the impact on all of your goals. He or she can help you control expenses and develop and implement a plan for retirement, education, or wealth protection. I can also offer advice in tax planning for individuals, estate tax planning, retirement planning, tax planning strategies. Specifically, a CPA, PFS, CFP can help you:

Establish financial and personal goals through objective analysis of your situation.
Evaluate your financial well-being through a thorough analysis of your assets, income, liabilities, taxes, investments, and insurance.
Identify areas of concern and help you address them with a suitable plan that emphasizes your financial strengths while reducing your financial weaknesses.
Establish plans to effectively transfer accumulated wealth to either successive generations or charitable organizations.
Review your plan periodically to accommodate your changing personal circumstances and financial goals.
Assist you with income tax return preparation, tax planning strategies .