Davis & Ritter

At Davis Financial Services, LLC, we are a full-service tax and wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers a comprehensive approach to financial planning, including tax preparation, financial planning, business consulting, and more.

Our Team

Our team at Davis Financial Services, LLC is comprised of highly skilled professionals who are dedicated to providing the highest level of service to our clients. We have extensive experience in the financial industry and are committed to staying up-to-date on the latest trends and developments. Our team is led by our founder, who has over 20 years of experience in financial services.

Mission Statement

Our mission at Davis Financial Services, LLC is to provide personalized financial solutions to individuals and businesses, helping them achieve their financial goals and secure their financial futures. We believe in taking a comprehensive approach to financial planning, addressing all aspects of our clients' financial lives to ensure they are on the path to financial success.

Who is Avantax?

Avantax is a leading provider of tax preparation, financial planning, and business consulting services. With a network of professionals across the country, Avantax is dedicated to helping individuals and businesses achieve their financial goals. At Davis Financial Services, LLC, we are proud to be affiliated with Avantax, providing our clients with access to a wide range of resources and expertise.

Services

At Davis Financial Services, LLC, we offer a wide range of services designed to meet the unique needs of our clients. These include:

• Tax Services: Our team can help prepare individual, business, nonprofit, and estate tax returns, represent you before the IRS in an audit, develop strategies to help you keep more of your money legally, and prepare you for any tax impact in the future.
• Financial Planning: Our financial planning services can cover a variety of elements, including basic needs assessment, insurance strategies and reviews, educational needs, retirement planning, investment portfolio management, IRA rollovers, and estate/legacy planning.
• Business Consulting: Let us help you develop a powerful business plan that drives your business to the level of success you deserve.

Resources

In addition to our comprehensive services, we also offer a variety of resources to help our clients better understand their financial needs and make informed decisions about their financial futures. These resources include articles, calculators, videos, and presentations on a wide range of financial topics.

At Davis Financial Services, LLC, we are committed to helping our clients achieve their financial goals and secure their financial futures. With our comprehensive approach to financial planning and our affiliation with Avantax, we are well-positioned to provide personalized financial solutions to individuals and businesses in our community.