May lose Value.Ĭertified Financial Planner Board of Standards Inc. Are not deposits of or guaranteed by the bank or any bank affiliate. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency. Please consult our firm and your legal professional for specific information regarding your individual situation. This information is not intended as specific tax or legal advice. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.Ĭontent, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. The Avantax family of companies exclusively provide investment products and services through its representatives. Please note that not all of the investments and services mentioned are available in every state. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.Īvantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. Investment advisory services offered through Avantax Advisory Services℠. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Our practical approach to business and its operations has given us a unique edge in today’s complex business environment. Our firm has earned a reputation for professionalism, integrity, and responsiveness. If you are currently performing the bookkeeping function yourself, our team would free you up so you can focus on what you do best – managing and growing your business. The benefits are clear, by using our service you have a team of advisors available to you on a daily basis. We have the flexibility to be a short term alternative while trying to replace a bookkeeper, directly assist business owners with their books, or supervise an existing bookkeeper to act as a second set of eyes and trainer. Our team will handle all of your accounting needs. We are not just bookkeepers but a team of advisors that will work with you to provide guidance on running your business through the use of accurate and timely financial information. We will work closely with you to guide your business on a path to success. you can gain access to a team of highly qualified advisors. Bookkeeping & Accounting Small Business Group Accounting Servicesīy utilizing the Small Business Group at Davie Kaplan, PCA, P.C.
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