As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. Our tax preparation & planning company hosts a network of CPAs & EAs to support our client’s tax needs. From tax preparation & planning, bookkeeping & resolution services we can provide expert service at an affordable cost.As a Certified Divorce Financial Analyst, we work with attorneys & their clients as a consultant or provide expert witness testimony at trial or deposition. We are trained to work as part of a team in litigation, collaboration or as a private financial mediator. We can meet with you, your clients and opposing counsel face to face or virtually.Working as an independent neutral or as an individual advocate - your best interest is our only interest. My favorite work is as an advocate for individuals who want to make sure they don’t make financial mistakes in their settlement. I also provide litigation support and partner work with mediators.

Providing comprehensive financial & tax planning strategies for small business professionals, educators, and families. We primarily service clients in the following areas:1. Fiduciary-standard financial planning2. Professional Asset Management3. Business & Individual Tax Preparation4. Non-ERISA 403b plan services - specifically fee-only plans.As your income grows and your financial needs become increasingly complex, it’s likely that you will need more comprehensive services from your Financial Professional. Typically, you’ll need more than brief recommendations on which stocks or mutual funds to buy. Rather, you’ll need a Financial Professional who understands your goals, can help you manage your retirement planning, can guide your overall wealth strategy and help minimize your tax liability. You want a long-term relationship with a trusted, experienced Financial Professional who can review your unique needs and goals, and provide comprehensive solutions for your personal situation.To get this kind of comprehensive investment service, investors are increasingly turning to Financial Professionals who provide fee-based, rather than commission-based, services.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please click on the link to our website under the Contact and Personal Info tab above for full disclosures. Tax preparation and planning services are offered through Tax Smart Pros, a separate entity from Davis Financial LLC. Davis Financial LLC is unaffiliated with FIT Divorce Planning & Davis Tax Associates4640 South 3500 West Ste 2 West Haven, UT 84401

As of 1st Quarter 2022 - FIT Divorce Planning merged with Davis Tax & Associates. See the description above in the Davis Tax & Associates profile. We are very active in the divorce planning community and can happily support you and your attorney.

Retirement and estate planning. Help solve business and personal needs for retirement, and estate planning.

In summary, The Bailey Group and the FastTrak program offers:A Life Insurance Policy with a Collateral Assignment within 7-10 business days.Highly competitive Term rates with AXA's Annual Renewable Term, 10, 15 and 20 Year Level Term Life Insurance.FastTrak provides a means to expedite the life insurance process for SBA lenders, business brokers and their borrowers. Along with a new life insurance policy, FastTrak delivers a recorded collateral assignment within our promised turn-around time to help ensure the borrower’s loan closes on time and without delays.Our home office in Tampa, FL provides one centralized point of contact for lenders and borrowers - from East Coast to West Coast, we provide you with the same service and attention as if we met you in your place of business.

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