Tax Planning and Compliance Services in Orlando – Keep More, Grow Faster, Stay Protected
Proactive CPA Tax Strategy Services for Business Owners and High-Income Earners in Central Florida.
About us
Audit Services at the Davis Group
At Davis Group P.A., we don’t just prepare returns—we architect forward-thinking, year-round tax strategies that protect your income, unlock hidden savings, and position you for sustained financial growth.
Whether you’re a high-income professional in Orlando, a real estate investor in Rockledge, or an LLC owner in Altamonte Springs, we’ll help you legally minimize your tax burden and plan with confidence—long before April 15.
Why Leave Money
Why Most CPAs Leave Money on the Table—and We Don’t.
This isn’t just about checking boxes. It’s about building trust, improving processes, and opening doors. Whether you’re applying for a commercial loan, preparing for a merger, or ensuring grant compliance, our audit delivers:
Identify overlooked deductions and credits
Structure entities for maximum tax efficiency
Time income and expenses to reduce liability
Plan for major transactions, investments, and exits
Our clients don’t just file—they optimize.
Who help
Who We Help
- Entrepreneurs and LLCs
- Real estate investors and developers
- High-net-worth individuals and families
- Multi-entity and multi-state business owners
Ready to Build a Smarter Tax Plan?
P.A. today and see how proactive tax planning can help you keep more, grow faster, and stay protected—year after year.
What Our Comprehensive
What Our CPA-Led Tax Services Include
- Strategic entity structuring (S-Corp, C-Corp, Partnerships)
- Federal, state, and local tax compliance
- Year-round tax planning and quarterly reviews
- IRS audit risk reduction and full representation
- Exit, retirement, and succession tax strategies
- Multi-state and out-of-state filing optimization
Insight
Local Insight. Strategic Execution.
Davis Group P.A. brings unmatched regional expertise and strategic tax planning across:
Orlando tax incentives and small business credits
Florida pass-through entity optimization
Brevard County economic development zones and credits
Tax treatment of real estate and capital gains in Central Florida
FAQ’S
Frequently Asked Questions
Do I need year-round tax planning, or just filing help?
If you own a business or have complex income, planning is essential. Our clients often save 5–6 figures annually through proactive strategies.
Can Davis Group P.A. help with IRS audits?
What’s the best time to start?
We Serve
Where We Serve
Our audit services are trusted throughout Central Florida, including:
- Orlando (Downtown, Lake Nona, Winter Park)
- Altamonte Springs and the Greater Seminole County Area
- Brevard County: Melbourne, Palm Bay, Titusville, Cocoa, Rockledge, Satellite Beach
- Tampa and the surrounding areas
- Volusia County: Daytona Beach, Ormond Beach
Contact Us
Centrally located in the City National Bank building in downtown Orlando, we are a quick drive from anywhere in town. We offer parking validation when visiting our office.