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Firm Overview

Client Centered

Davis Financial Services, LLC is a Maryland company formed for the purpose of offering Tax Preparation, Financial Services, and Investment Management. 

The firm consists of a highly competent and professional management staff with varied backgrounds and technical expertise in management analysis, computer services, including implementation and training, data reporting & analysis, and in managing accounting departments, personnel offices, administrative offices and businesses, in general. Also, the firm has a pool of consultants with varying expertise from which it can draw to increase its resources. This experience has enabled Davis Financial Services to perform services for a wide range of clients.

The firm has relationships with several of the large multinational management and accounting firms who have referred clients, worked jointly with Davis Financial Services, and subcontracted work to the firm. In addition, the firm relies on its ability to attract clients by direct contact, referrals, and advertising.

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