Joseph A Davis, EA, CDFA
FIT Divorce Planning
Enrolled Agent, Certified Divorce Financial Analyst, Pension Valuation, Marital Estate Review, Present Value Calculations, Qualified Domestic Relations Orders, QDROS, Taxation, Tax Analysis, IRS Representation, Collaborative Divorce, Divorce Planning
I am an Enrolled Agent, fiduciary-standard financial planner, and a Certified Divorce Financial Analyst, CDFA®. I have a unique blend of professional experience as a tax & financial specialist. As every financial decision has a tax implication, it makes sense to work with a financial planner who is also a federally licensed tax advisor.
As a CDFA®, I create defensible expert financial analysis of divorce settlement options. We support clients and attorneys with alimony buy-out calculations, lifestyle analysis, pension valuations, tax & marital estate reviews, financial declarations, expert witness & QDRO facilitation.
Through Davis Financial, we provide fiduciary-standard advisory services & asset management through world-class custodians such as Fidelity, Schwab & TD Ameritrade.
As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. We host a network of CPAs & EAs through Tax Smart Pros, prepare individual & business returns, provide representation ...
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