DAVIS TAX & FINANCIAL

My Profile

CHARLES J. DAVIS

Since 1990, I have focused on the needs of the self-employed and the independent contractor with a unique specialization in realtors. I have conducted over 350 seminars on tax strategies for the self-employed throughout New England. When I formed my firm I had a single principle in mind: to provide the highest level of personalized client service possible. Simply put, I care about each and every one of my clients. You will always be served by me, and will never have to worry about how many other accountants have access to your private financial affairs or whether a new staff accountant has the proper experience to give you the right advice. As a member of the National Association of Tax Professionals I stay current on all tax law changes so you can rest assured that you'll be taking advantage of every tax deduction and strategy currently available. If you would like to develop a relationship with a tax and financial professional that will know your name, get to know mine.

In addition to being a professional tax preparer, I am a financial advisor specializing in retirement income planning. As a financial advisor, I have helped many retirees and those about to retire reduce their taxes, protect their assets and maximize their retirement income. I have assisted hundreds of individuals and families to wisely save and protect over $100 million in assets.

When I am not advising clients or spending time with my wife, Maria, I am playing golf with my friends at the Beverly Golf & Tennis Club.