Broker Check

2021 Tax Season - Update 01/18/2021

Our office is currently open.  For the safety of our clients and employees, please see our message below:

This tax season we have several options available to you for preparation of your tax return.  However, we encourage our clients to forward their tax information electronically or make an appointment.  

Electronic submission of tax documents - Email your tax data to taxdata@daviscpafirm.com or upload your tax data via our secure Sharefile link.

Types of client appointments - Virtual meetings, conference calls, or appointments in our office.   Please call 281-422-3087 to schedule an appointment with a tax preparer. 

2021 Tax Season Hours 

January 18th   -  January 29th   9:00 a.m. - 5:00 p.m.  --  Monday – Friday

February  1st  -  April 15th         9:00 a.m. - 6:00 p.m.  --  Monday - Friday

Saturday Schedule   9:00 a.m. - 1:00 p.m.  

  • February 6th , February 13, February 20, February 27
  • March 6, March 13, March 20, March 27
  • April 3,  April 10th   

Please call 281-422-3087 with any questions.  Thank you.  

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WE'VE MOVED!

WE'VE MOVED!

Our new office location is 2707 W. Baker Road in Baytown.  You can contact us at 281-422-3087.

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Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Welcome to the family

Welcome to the family

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Our goals are your goals

Our goals are your goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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