At Davis, Pechter and Associates, PC, we pride ourselves on being a team of accountants who offer a unique blend of personal service and expertise to our clients. Our team of professionals has years of experience in providing personalized accounting and tax services to individuals and businesses in the Marietta, GA area. Our mission is to provide exceptional service, expertise, and value to our clients, while maintaining the highest levels of professionalism and ethics.
Our Values
Our values are rooted in three core principles: professionalism, responsiveness, and quality. We believe that these values are essential in building long-lasting relationships with our clients and providing them with the highest level of service. We are committed to being approachable, accessible, and responsive to our clients' needs. We strive to deliver exceptional results, exceed client expectations, and maintain the highest level of professionalism in all our interactions.
Our Services
We offer a comprehensive range of services designed to meet the unique needs of our clients. Whether you are an individual seeking personal financial planning, retirement planning, or estate planning, or a business owner requiring accounting, bookkeeping, or tax preparation services, we have the expertise and expertise to help you achieve your goals. Our services include:
- Personal Financial Planning: We help individuals create a comprehensive financial plan that aligns with their goals and values.
- Retirement Planning: Our experts will help you plan for a secure retirement by developing a personalized retirement plan tailored to your unique needs.
- Estate Planning: We help individuals and families plan for the distribution of their assets after their passing by creating a comprehensive estate plan.
- Wealth Management: Our team of professionals will help you manage your wealth by creating an investment strategy designed to achieve your financial goals.
- Business Services: We offer a range of services to businesses, including accounting, bookkeeping, payroll, and tax preparation.
- Tax Services: Our tax experts can assist with individual tax preparation, business tax preparation, and tax planning to minimize your tax liability.
- Cryptocurrency Accounting Services: We offer specialized accounting services for cryptocurrency transactions, helping you stay compliant with tax laws and manage your digital assets effectively.
Why Choose Us
At Davis, Pechter and Associates, PC, we are committed to providing our clients with exceptional service, expertise, and value. Our team of professionals is dedicated to helping individuals and businesses achieve their financial goals and overcome the complexities of tax laws. We strive to be approachable, accessible, and responsive to our clients' needs, and we are committed to building long-lasting relationships with our clients.
Exceptional CPA Services
Longstanding Partnership
Derek Davis and his staff at the CPA firm have provided exceptional services to two businesses, with which Dr. Ted Lee is involved. The firm has been instrumental in their tax filings and related advice for over 20 years. The partnership has been a successful and enduring one, with the CPA firm consistently delivering high-quality services.
Personal Touch
Pete Costello, another satisfied client, echoes Dr. Lee's sentiments. He praises the CPA firm for being "awesome, kind, and professional". He notes that the firm's expertise will help keep you "out of trouble" with taxes and drive business profitability.
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