Joyce Ann Davies, CPA

No project is too large or too small.

Certified public accountant in Delaware, OH (show on map)

Independent CPA offering individual and corporate accounting services at reasonable prices.

About

Joyce Ann Davies is a certified public accountant (CPA) with over 20 years of experience offering individual and corporate accounting services. She provides financial statements, tax preparation for various entities, payroll services, and consultation on budgets, retirement plans, and investment administration.

Her services are available on an as-needed basis at competitive rates, with the option for in-person meetings at her home office or client locations.

Independent CPA

Reasonable Pricing

Flexible Service Delivery (Home Office or Client Site)

Specialization in Trust Reporting

Services

Individual & Corporate Accounting Services

Comprehensive accounting solutions for individuals and businesses, including financial statements and tax preparation.

Financial Statements Tax Preparation Payroll Services Consultation

Financial Services

Includes income statement compilation, balance sheet preparation, and non-profit financial assistance.

Income Statements Balance Sheets Non-Profit Compilation Trust Reporting

Consultation Services

Budgets, relocation, retirement distributions, and retirement plan administration.

Budgets Relocation Retirement Distributions Retirement Plan Administration Investment Administration Consolidations Purchase vs. Leasing Advising Capital Gains/Losses IRS Correspondence

Preparation Services

Openings and terminations, depreciation schedules, payroll services, and tax reporting.

Openings & Terminations Depreciation Schedules Payroll Services Tax Reporting

Credentials & Certifications

CPA

Since 1995

B.A. in Business Administration

Since 1990

Graduate Studies in Marketing & Finance

Since 1992

Frequently Asked Questions

What types of clients do you serve? +

Joyce Davies serves corporations, S-corps, partnerships, individuals, trusts, and non-profits, offering services on an annual or ongoing basis.

How does your pricing model work? +

Clients pay only for the work performed specifically for them, with services available on an as-needed basis at reasonable prices.

What is a qualified charitable distribution (QCD)? +

A QCD allows individuals aged 73 and over to fulfill part or all of their required minimum distribution (RMD) by making a charitable gift directly from their traditional IRA, which can satisfy the RMD requirement and be tax-free.