Ivy M. Davis Certified Public Accountant (CPA) - Services

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Pension & Profit Sharing Plans

Ivy M. Davis, CPA, PFS, CFP® located in Melville, Long Island, New York.

 

       Qualified retirement plans can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. We can assist you in preparing for your future and provide guidance in your selection of plans. 

IRA

ROTH IRA

SEP

EDUCATION IRA

PROFIT SHARING

401 (K)

KEOGH

SIMPLE IRA

403(b)

DEFINED BENEFIT 

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