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Our Story

Client Centered

At Davis & Associates CPA Firm, we believe that financial planning is about more than just managing investments. It’s about helping you reach your goals and live the life you want. In partnership with Avantax Planning PartnersSM, our team serves our planning and investment clients. We are dedicated to providing personalized financial planning solutions that are tailored to meet your unique needs and circumstances.

Our team of experienced financial advisors is committed to helping you:

  • Clearly define and prioritize your financial goals
  • Develop a comprehensive financial plan that takes into account your current financial situation, risk tolerance, and investment preferences 
  • Regularly review and adjust your plan as your life and financial situation changes 
  • Navigate complex financial decisions with confidence 
  • Stay on track to achieve your financial objectives 

Our goal is to help you build and preserve wealth, so you can feel confident in your financial future.

Our History

Our firm was founded in 1974 with the goal of providing exceptional accounting services to Baytown, TX and its surrounding areas.  
Years later, in 1996, the firm added tax-smart comprehensive financial planning to our services. This strategy allows the solution to start and end with our clients in mind. A business that had the ability to offer tax saving advice, as well as assist clients plan for their financial futures, was a dream realized.  
This led to our affiliation with Avantax (formerly HD Vest), the national broker-dealer that pioneered Tax-Smart Investing™. From here, our integrated strategy was born—providing clients with a suite of financial services. 

In 2023, Davis & Associates CPA Firm partnered with national broker dealer, Avantax Wealth ManagementSM – a program called Avantax Planning PartnersSM – to help expand the level of service and resources received by clients. Brian Stephens and his team continue to serve our planning and investment clients through their affiliation with APP. 

Integrated Tax & Wealth Strategies

Today, Davis & Associates CPA Firm has become a trusted and respected tax and wealth management firm. We are committed to providing our clients with personalized service, sound financial advice, and strategies tailored to meet their individual needs. Our team of experienced tax professionals and financial advisors will work alongside you to understand your goals and work toward the financial future you envision. 

Our clients are more than just customers, they’re a part of our community and many have become close friends over the years. We view your financial goals as our own and we are committed to using our knowledge and expertise to help you overcome any challenges you may face.  

If you’re ready to take control of your finances and start working towards your financial goals, contact us today to schedule a consultation.

Our Services

Our Services

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

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Our Team

Our Team

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

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