I am an established tax client of Davis & Graves CPA, LLP

30 minutes

Choose this appointment type if you are an existing client of Davis & Graves CPA, LLP and would like to schedule time with one of our experienced CPAs. This is a general-purpose meeting for business, individual, estate and trust tax topics.

I am an established financial planning client of Jerry J Davis, CPA PC

50 minutes

Choose this appointment type if you are an existing client of Jerry J Davis, CPA PC and would like to schedule time with Jerry to discuss your personal financial questions, goals and plan performance.

I am not yet a client but want to learn more about Davis & Graves CPA, LLP

30 minutes

Are you looking to find a new CPA to work with on business or personal tax matters? Choose this appointment to meet with one of our experienced CPA's who will explain our tax preparation and planning approaches and help you determine whether our CPA firm is a good fit for your needs. Please bring copies of your past 3 years tax returns to this meeting.

I am not yet a client but need help with specific tax issues

50 minutes @ $350.00

Taxes too complicated? Receiving notices from taxing authorities? Choose this appointment to meet with an experienced CPA who will answer basic questions and begin the process of addressing complicated issues. We will also explain our tax preparation & planning approaches to help you determine whether our firm is a good fit for your needs. (50% of meeting fee credited to first year services)

I am starting or expanding my business

50 minutes @ $350.00

Choose this appointment when starting a new business or if you have an existing small business and want to explore taking it to the next level. Our experienced CPAs will guide you through the basics. You’ll have a chance to ask questions, learn about basic tax considerations, entity-selection options, recordkeeping requirements and other important matters to help get your business started off right. (50% of meeting fee credited to first year services)

A loved-one has passed away and I need help with their estate taxes

50 minutes @ $350.00

Choose this appointment if you are an executor or personal representative for someone who is deceased and you need help with the estate tax issues. Our experienced CPAs will evaluate the necessary federal and state tax filings and help you begin the process of planning future steps. (50% of meeting fee credited to 1st year services)

I am seeking information on other services

30 minutes

• Schedule an appointment with Jerry J Davis, CPA/PFS, to learn about investment services for individuals, estates, families, businesses and retirees.
• Schedule an appointment with Thomas A Graves, CPA/ABV to learn about learn about business valuation.
• Schedule an appointment with Steven G Stegeman, CPA/CGMA to learn about consulting services as well as strategic and tactical planning to take your business or non-profit organization further.

New Client - Financial Planning Meeting

30 minutes

A complimentary 30 minute meeting with Jerry J Davis, CPA/PFS to learn the nature of your unique situation and which services could benefit you. This meeting is not designed to answer complicated specific questions, instead it allows you the opportunity to explore fee-based financial planning and determine if it is a good fit for you. This meeting can be in-person or with a phone call.

New Client - Extensive Consultation

50 minutes @ $350.00

A 50 minute meeting with Jerry J Davis, CPA/PFS designed to provide answers to specific questions about your financial situation and potential tax consequences. This meeting can be in-person or with a phone call.

Established Financial Planning Client - Phone Consultation

15 minutes

Got a quick question? This is the appointment for you.

Established Financial Client Meeting

50 minutes

Discussions and exchanges of information for current clients.