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Davis & Associates CPA Firm
Accounting
Baytown, TX 539 followers
Integrated Tax & Wealth Strategies
About us
At Davis & Associates CPA Firm, we are dedicated to providing personalized service and solutions that are tailored to meet your unique needs and circumstances. Investment advisory services offered through Avantax Planning Partners℠. Commission-based securities products offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Davis & Associates CPA Firm. Please visit www.Avantax.com/social_policy/ for more information.
- Website
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www.daviscpafirm.com
External link for Davis & Associates CPA Firm
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Baytown, TX
- Type
- Self-Owned
- Founded
- 1974
- Specialties
- Tax Planning and Accounting
Locations
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Primary
Get directions
2707 W Baker Rd
Baytown, TX 77521, US
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Get directions
16850 Royal Crest Drive
Houston, TX 77058, US
Employees at Davis & Associates CPA Firm
Updates
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Avantax has acquired the wealth management business of Integrated Tax & Wealth Strategies, an independent wealth management firm that is one of the largest businesses within the #AvantaxCommunity, with $760 million in total client assets, as of Dec. 31, 2023. Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue working with Avantax. Read our full press release here: https://bit.ly/4bBzANt
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How long will your retirement money last with regular withdrawals? Have you run the numbers? #SavingForRetirement
A Look at Systematic Withdrawals
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This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement and Quality of Life
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Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
Qualifying For Medicare Under Age 65
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You can help ensure that losing your wallet doesn't turn into something bigger.
What to Do When You Lose Your Wallet
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For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement
Saving for Retirement
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Are you worried about outliving your retirement savings? You are not alone. #RetirementSavings
My Retirement Savings
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