Mission

Provide Quality Assurance, Preparedness, and Education through Tax Planning Strategies & Business Advisory

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VISION

To grow Faulkner Davis Financial Services into a Trusted Nationwide Tax Strategy and Business Consulting Enterprise

Our experiences are attributed to preparing and filing Tax Returns over the years, as well as Corporate positions held including Senior Accountant, Financial Analyst, Fraud & Compliance Auditor, Financial Planning & Analysis, and SEC Financial Reporting

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OUR SERVICES

Expertise. Efficient. Proven Results.

Financial Advisor

PERSONAL & SMALL BUSINESS TAX PREPARATION

Our simple fee-based Structure & Digital Software Platform allows us to pass savings along to our customers

Our Tax Professionals are prepared to handle personalized scenarios including Home Ownership, Healthcare Expenses, Investments, Federal & State Filings, and more

Our model enables us to charge significantly lower fees than Big Box Stores or other Tax Preparation Companies while also providing personalized Strategy and Planning for future periods

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SMALL BUSINESS CONSULTING

FDF Professionals are experienced in Cash Accounting, Schedule C Preparations, Bookkeeping, and Value-Add Solutions

Value-Add Solutions include identifying Cost Drivers, providing analysis for Profit Margins, and other Key Metrics

Our diversified clientele ranges from Produce Distributors, Landscapers, Apparel Manufacturers, Food Processors, Boutique Brand & Marketing Firms, Real Estate Professionals, and Contractors

 
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LET'S GET TO WORK

For Tax Preparation & Consultations please submit your information below and a team member will reach out shortly.

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