Services Offered

Business Consulting & Advisory
Tax Planning
Accounting
IRS Representation
Financial Planning

Specialties

Individual Tax Preparation
Personalized solutions to navigate tax laws and optimize returns. Read more
Accounting
Client Accounting Services including bookkeeping, payables and receivables, payroll and cloud accounting. Read more
Business Tax Preparation
Tax preparation, planning, entity formation, payroll tax, sales tax advisory, IRS audit support and tax credit... Read more

Industry Expertise

Real Estate
Healthcare
Manufacturing
Dental Practices
Law firms

About Stephen E. Davis

Steve is a nationally recognized Enrolled Agent and NTPI Fellow with over 35 years of experience in tax strategy, IRS representation and financial advisory. He serves as Partner and National Tax Practice Leader at Heroic Solutions CPA.

Education

BBA, Accounting

Certifications & Licenses

Fellow of the National Tax Practice Institute (NTPI)

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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