Our Firm
Davis & Ritter is a full-service tax and wealth management firm that helps people pursue all of their financial goals.
Our Services
From taxes to investments to insurance, we build a comprehensive plan suited to your situation.
Our Approach
Having an in-depth understanding of your needs and goals is fundamental to the way we work with you.
Tax Services
Our team can help prepare individual, business, nonprofit and estate tax returns, represent you before the IRS in an audit, develop strategies to help you keep more of your money legally, and prepare you for any tax impact in the future.
Financial Planning
Your financial plan can cover these elements: basic needs assessment, insurance strategies and reviews, educational needs, retirement planning, investment portfolio management, IRA rollovers, and estate/legacy planning.