As every financial decision has a tax implication, it makes sense to work with financial planners who is are federally licensed tax advisors. We are Enrolled Agents, fiduciary-standard financial planners and a Certified Divorce Financial Analysts, CDFA®. We have a unique blend of professional experience as a tax & financial specialists.

As Enrolled Agents, we have unlimited rights to represent taxpayers before the IRS. We host a network of CPAs & EAs, prepare individual & business returns, provide representation and tax planning.

As a CDFA®, we create defensible expert financial analysis of divorce settlement options. We support clients and attorneys with alimony buy-out calculations, lifestyle analysis, pension valuations, tax & marital estate reviews, financial declarations, expert witness & QDRO facilitation.

Through Davis Financial, we provide fiduciary-standard advisory services & asset management through world-class custodians such as Fidelity & Charles Schwab.