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Davies, Goldstein & Associates CPA's PLLC

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Tax Returns

  • Individual federal and state tax filings for all 50 states
  • Corporate tax returns for S-Corporations, C-Corporations, LLC's, and Partnerships
  • Non-Profit tax returns and E-postcard filings
  • HOA tax returns
  • Trust and Estate tax returns

In addition, we offer tax planning and projections, and we will work with you in IRS controversies, too.

Accounting

  • QuickBooks phone consultation
  • QuickBooks/Computer Remote Access
  • QuickBooks setup
  • QuickBooks training
  • Bookkeeping
  • Sales Tax Training
  • Sales Tax Filing
  • QuickBooks File Management

Audits and Assurance Services

We perform audits, reviews and compilations depending on your business needs:

  • Audit - The purpose of an audit is to express an opinion on the financial statements and to obtain reasonable assurance that the financial statements are free from material misstatement. The procedures include obtaining evidence to support significant balances and transactions (i.e. examining bank statements, invoices, or other source documents) on a test basis. It may also include testing of certain internal control functions depending on the detailed risk assessment.
     
  • Review - The purpose of a review is to obtain limited assurance that there are no material modifications that should be made to the financial statements – there is no formal opinion given. The procedures include primarily applying analytical procedures and making inquiries of management. There is limited examination of evidence to support balances or transactions. The risk assessment is also more limited and generally will not include any testing of internal controls.
     
  • Compilation - The purpose of a compilation is to assist management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements. The report issued does not express an opinion or provide any assurance about whether the financial statements are in accordance with the applicable financial reporting framework.

We specialize in non-profit organizations, small businesses, homeowners associations and 401(k) plans.

 

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About Our Company

Davies, Goldstein & Associates, CPA’s PLLC is a CPA firm that provides tax, accounting, and audit services to individuals and businesses on a personalized level.  Frank Davies (NC CPA #33708), Jack Goldstein (NC CPA #32175), and a team of dedicated CPA’s and accountants have been established in the Matthews community since 2005.  We are members of AICPA and NCACPA.

Contact Us

  • Mailing Address:
    PO Box 156, Matthews, NC 28106
  • Physical Address:
    3633 Pleasant Plains Rd, Matthews, NC 28104

  • Phone:
    (704)684-0555
  • Email:
    office@dgacpa.com

     

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