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Affiliate Services

Each partner of Davis & Graves CPA LLP has obtained additional education and formed a separate entity to be able to provide you with additional services not traditionally offered within an accounting firm.  This allows you to continue to be able to work with the professionals you trust even when your concerns may not be traditional.

Our affiliate services are:

Business Valuation

The range of needs for valuing businesses continues to widen, Thomas A Graves CPA PC can provide an 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 often 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 confident business decisions.

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, 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 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.

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