Business Details
Trusted Certified Public Accountant Services in Delaware, OH
As an independent certified public accountant with over 20 years of progressive experience, I provide tailored accounting and financial services to individuals and businesses. My expertise spans tax preparation, financial reporting, retirement planning, and IRS correspondence, supported by a career that includes roles as a CPA partner, treasurer, and CFO. I specialize in trust reporting, nonprofit financial management, and year-end closings while maintaining ongoing education in accounting and tax administration.My approach emphasizes personalized service, cost-effective solutions, and accessibility through both in-person meetings and remote support. With a proven track record of accuracy and client satisfaction, I deliver actionable financial insights to help clients navigate complex tax and business challenges.
Services
Tax Preparation
Financial Consulting
Trust Reporting
Nonprofit Financials
IRS Compliance
Retirement Planning
Payroll Services
Business Financial Systems
Highlights and features
- 20+ years of diverse financial experience across multiple industries
- Personalized service tailored to individual client needs
- Proven track record of 100% accurate tax preparation
- Accessible support throughout the year for tax questions
- Specialized expertise in trust reporting and nonprofit financials
Associations and certifications
- Certified Public Accountant (CPA)
What people say
100% accuracy
Personalized service
Expertise in tax codes
Accessible year-round
Proven track record
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses including federal, state, and local filings. Specializing in complex returns for trusts, nonprofits, and corporations. Ensuring compliance with current tax codes while maximizing deductions and credits. Clients receive accurate, timely filings with year-round support for tax-related questions.
Financial Consulting
Strategic financial consulting covering retirement planning, investment management, and business financial systems. Providing expert guidance on cost-effective employee benefits, purchasing strategies, and tax-efficient business operations. Services include budget creation, cash flow management, and financial forecasting tailored to client-specific needs and long-term goals.
Trust Reporting
Specialized trust reporting services for trustees and beneficiaries including detailed financial statements, tax compliance, and distribution planning. Managing complex trust structures with focus on accuracy and regulatory compliance. Providing clear documentation and expert testimony when required, along with strategic advice for trust administration and tax optimization.
Nonprofit Financials
Comprehensive financial services for nonprofit organizations including annual reviews, grant reporting, and compliance with IRS Form 990. Offering budget development, internal control systems, and sustainability planning. Services include financial statement preparation, audit support, and strategic financial management to help nonprofits achieve their mission while maintaining fiscal responsibility.
IRS Compliance
Expert IRS and local tax authority compliance services including audit representation, dispute resolution, and penalty abatement. Managing tax filings, payment plans, and compliance strategies for individuals and businesses. Providing proactive guidance to prevent future issues and ensure adherence to evolving tax regulations while protecting client interests.
People
Joyce Ann Davies
Certified Public Accountant
CPA with 20+ years of experience in accounting, tax preparation, and financial consulting. Former partner, treasurer, and CFO roles across diverse industries. Specializes in trust reporting, nonprofit financials, and business tax compliance. Committed to personalized service and ongoing professional development.
Questions
What accounting services do you specialize in?
I specialize in tax preparation, trust reporting, nonprofit financial management, IRS compliance, retirement planning, and business financial systems.
How do you handle complex tax situations?
With 20+ years of experience, I provide detailed analysis and strategic planning for complex tax scenarios including trusts, nonprofits, and business relocations.
Do you work with both individuals and businesses?
Yes, I serve both individuals and businesses with customized solutions for tax planning, financial reporting, and compliance needs.
How are fees structured for your services?
Fees are structured based on specific client needs with transparent pricing for each service performed, ensuring no hidden costs.
What makes your CPA services unique?
My unique approach combines deep technical expertise with personalized service, ongoing education, and accessibility through both office and remote support.
