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Tax Planning

Client Centered

Tax planning and preparation can be a complicated process. Our team of experienced professionals is here to simplify those complexities and guide you through them. Our comprehensive tax planning and preparation services aim to minimize your taxes while making sure all required taxes are paid in a timely manner.  

Our team of experts stays up to date on the latest tax laws and regulations, allowing us to provide a personalized approach tailored to your unique financial situation. We will work closely with you to understand your financial situation and goals and craft a customized strategy that works for you. With our assistance, you will make smart decisions about when, where, and how much taxes you should pay, while taking advantage of all available deductions and credits. 

At Davis & Associates CPA Firm, we understand that the success of your business can depend on properly managing your annual tax obligations. Our team of experienced professionals will work with you to make sure all requirements are met in a timely and accurate manner. We pride ourselves on providing personalized service to our clients and working hard to ensure that your taxes are filed correctly.  
 
Let our team help make your tax planning and preparation easy and stress-free.  
 
Contact us today to learn more about how we can assist you with all of your tax needs. We look forward to helping you achieve financial success! 

Tax Team

Amy Villarreal

Amy Villarreal

Wealth Management Specialist

(281) 837-1396

(281) 837-9868

Brian Stephens

Brian Stephens CPA | PFS, CFP®

Director of Wealth Management and Planning

(281) 422-3087

(281) 837-9868

Donna Vosefski

Donna Vosefski, EA

Tax Advisor and Administrative Consultant

(281) 486-7358

(281) 486-8037

Kathleen McMillen

Kathleen McMillen

Director of First Impressions

(281) 486-7358

(281) 486-8037

Matthew Murch

Matthew Murch, CFP®

Wealth Management Advisor

(281) 837-0327

(281) 837-9868

Raya  Wright

Raya Wright

Client Services Assistant

(832) 572-3954

(281) 837-9868

Sabrina  Pledger

Sabrina Pledger

Wealth Management Manager

(281) 837-8699

(281) 837-9868

Shara  Beck

Shara Beck

Director of First Impressions

(281) 422-3087

(281) 837-9868