Joyce Ann Davies is a certified public accountant (CPA) with over 20 years of experience offering individual and corporate accounting services. She provides financial statements, tax preparation for various entities, payroll services, and consultation on budgets, retirement plans, and investment administration.
Her services are available on an as-needed basis at competitive rates, with the option for in-person meetings at her home office or client locations.
Independent CPA
Reasonable Pricing
Flexible Service Delivery (Home Office or Client Site)
Specialization in Trust Reporting
Services
Individual & Corporate Accounting Services
Comprehensive accounting solutions for individuals and businesses, including financial statements and tax preparation.
Includes income statement compilation, balance sheet preparation, and non-profit financial assistance.
Income StatementsBalance SheetsNon-Profit CompilationTrust Reporting
Consultation Services
Budgets, relocation, retirement distributions, and retirement plan administration.
BudgetsRelocationRetirement DistributionsRetirement Plan AdministrationInvestment AdministrationConsolidationsPurchase vs. Leasing AdvisingCapital Gains/LossesIRS Correspondence
Preparation Services
Openings and terminations, depreciation schedules, payroll services, and tax reporting.
Joyce Davies serves corporations, S-corps, partnerships, individuals, trusts, and non-profits, offering services on an annual or ongoing basis.
How does your pricing model work? +
Clients pay only for the work performed specifically for them, with services available on an as-needed basis at reasonable prices.
What is a qualified charitable distribution (QCD)? +
A QCD allows individuals aged 73 and over to fulfill part or all of their required minimum distribution (RMD) by making a charitable gift directly from their traditional IRA, which can satisfy the RMD requirement and be tax-free.
