Davis Financial Services LLC

Davis Financial Services LLC is an accounting and financial services firm in Camp Springs, Maryland. The firm operates as a full-service tax and wealth management practice, helping individuals, corporations and nonprofit organizations pursue their financial goals. Its work covers tax preparation for individuals, businesses, nonprofits and estates, representation before the IRS in an audit, and strategies aimed at legally reducing tax liability. Financial planning services address basic needs assessment, insurance strategies and reviews, educational needs, retirement planning, investment portfolio management, IRA rollovers, and estate and legacy planning. The firm also provides business consulting, including help developing business plans. It holds a 5.00 rating from the customers who have reviewed it.

The practice began operations in April 1984 as Davis & Ritter, CPAs LLC, founded by two senior partners who saw that their experience as certified public accountants could serve both the public and private sectors. It has since expanded from tax work into financial planning and investment management. Robert L. Davis, a partner, CPA and Investment Advisor Representative, is part of the team. The firm describes its approach as client-focused, with a team method that draws on several professionals with different backgrounds, education and experience. It emphasizes educating clients in plain language so they can understand personal finance and use those concepts toward their own objectives, and it takes a proactive approach from planning through execution and follow-up.

The office is at 5871 Allentown Road, about a tenth of a mile from Allentown Road itself and roughly two-tenths of a mile from Meetinghouse Branch creek and Bells School. Malcolm Grow Medical Clinics and Surgery Center is about three-tenths of a mile away, as are Women's Health Services and the Audiology/Public Health/Medical Standards Management Element.

Davis Financial Services has served the Camp Springs area since 1984, and its 5.00 rating reflects how the clients who have reviewed it regard the firm. For individuals, business owners and nonprofits in and around Camp Springs seeking tax preparation, financial planning and investment management under one roof, that long tenure and client feedback are the practice's clearest strengths.