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Services

Davis & Graves CPA LLP provides a wide range of services to individuals and businesses in a variety of industries. At Davis & Graves CPA LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

At Davis & Graves CPA LLP, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in long standing, as well as recently altered, tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Assurance and Advisory Services

At Davis & Graves CPA LLP, we focus on building close client relationships that add long-term value. This includes preparation, compilation and reviews of financial statements, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services can include but are not limited to:

  • Reviews and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations

Financial and Retirement Planning

Financial planning services are provided through Jerry J Davis CPA PC, an Oregon registered investment advisory firm. Our objective is to help you reach your financial goals and maintain financial independence for a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jerry J Davis CPA PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Business Valuation

The range of needs for valuing businesses continues to widen, and Thomas A Graves CPA PC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Business Consulting Services

Steven G Stegeman CPA PC provides the expertise needed to grow your business by offering the following services:

Start-up Business Planning - Get that new business idea off the ground. We can assist in evaluating, analyzing, quantifying and documenting that new business idea you have in mind. We can evaluate and model the feasibility of new business concepts and help develop the formal business plans that businesses need to share with bankers, investors and other key decision makers.

General Business Consulting - We can help take your existing business to the next level of performance and profitability through a variety of planning engagements such as sales forecasting, expense evaluations, cash flow analysis, contingency planning and business succession planning.

Project Support - Need extra help with a big project but don’t want to hire additional staff or overload your existing team? Or do you just want an outside perspective on an important project? We can provide short-term or long-term support for those special projects.

Strategic Planning - Do you have a clear direction for where your business is headed over the long-term? We can assist you in developing your strategic plan in which you’ll clearly define your organization’s mission and vision as well as set key strategic goals. We’ll help you identify the projects necessary to meet those goals and realize your vision.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Davis & Graves CPA LLP's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Davis & Graves CPA LLP's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and investments.

These services can include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Litigation support

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Davis & Graves CPA LLP offers the following solutions to help meet your QuickBooks needs:

Personal Training - We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation - We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup - We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support - Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review - Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Litigation Support and Forensic Accounting

Davis & Graves CPA LLP litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Payroll Services

Davis & Graves CPA LLP's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Through partnering relationships, Davis & Graves CPA LLP can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Through partnering relationships, Davis & Graves CPA LLP can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.


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