Janet Davis, M.S., CPA, CFP®

About

Janet Davis, owner and president of Trusted Advisors Consulting, is a Certified Public Accountant and Certified Financial Planner with 20 years of income, estate and gift tax planning experience. Her many years of public accounting experience at Arthur Andersen and Clifton Larson Allen have given her a strong compliance background as well, and she continues to prepare all types of individual, trust and business income tax returns.

Janet’s current practice works with Certified Financial Planners, Chief Financial Officers and other professionals to jointly meet clients’ financial goals in a tax efficient manner.  Areas of specialization include income tax planning and return preparation for professionals as well as for small to mid-size businesses and their owners.

Education

B.S. Accountancy, University of Illinois

M.S.  Financial Planning, College for Financial Planning

Expertise

Areas of specialization include income tax planning and return preparation for professionals as well as for small to mid-size businesses and their owners.