We are all too familiar with the high cost of taxes in our country. Fortunately, our in-depth knowledge of the tax structure enables us to show clients many ways to minimize, delay, or entirely eliminate taxes. Controlling the impact of taxes is an essential element of any comprehensive financial planning process. We are licensed to advise clients on these issues and, through an affiliated organization, assist them in the preparation of their tax returns. The breadth and depth of our understanding of taxes is one of the key differences between The Financial Advisory Group and many other organizations providing financial planning advice.

Through Davis Tax Consulting and The Tax Advisory Group (James O. Davis, Principal), we advise upon and prepare the tax returns for the following types of clients:

Individuals
Corporations (Including LLC's, Sub S-Corp's)]
Partnerships (Including LLP's)
Estates
Trusts
Gift Tax Returns

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA/SIPC
James O. Davis, Registered Representative [California Insurance License #0712211]