Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Roberta Davis, EA

Roberta (Bobbie) has worked in the financial services field since the 1990s in several public accounting firms and tax preparation companies (H&R Block, Intuit TurboTax).

Education & Certifications

• CPA candidate
• Enrolled agent since 2007
• Master of Accountancy
• Master of Business Administration