Joyce Ann Davies—Delaware, Ohio CPA
  • Home
  • My Services
  • My Clients
    • What My Clients Say
  • About Joyce
    • Giving Back
  • News & Updates/Blog
  • Contact
Select Page

529 COLLEGE SAVINGS PROGRAM CHANGES

Aug 23, 2017 | donations, financial planning, tax deduction, taxes

If there a college student or perhaps several college students in your future an upcoming change in the Ohio program may be of interest. Anyone can benefit from contributing to this program as long as you have a beneficiary listed when setting up the account. There is...

HOW TO GET OUT AND STAY OUT OF DEBT

Jun 10, 2012 | charities, donations, financial planning, tax deduction

A major problem in our society today is DEBT.  It effects all of us directly or indirectly.  It keeps us up at night, tears families apart and creates havoc in our lives. While most of us can’t avoid debt; we can manage it by following these basic rules:  ...

DEDUCTING CHARITABLE DONATIONS – WHAT YOU NEED TO KNOW

May 7, 2012 | charities, donations, tax deduction, taxes

Deducting Charitable Contributions may help reduce you tax burden if you keep good records and have the information that is needed should you be audited.  A legitimate deduction must be given to a qualified organization.  You CANNOT claim a deduction made to a...

Opportunities for Public Charities

Sep 1, 2011 | charities, donations, financial planning, nonprofits, pooled funds, tax deduction, taxable income, taxes

Public charities such as churches can increase their assets over the long term by offering their congregation the opportunity to donate to the church and earn income at the same time. The public charity sets up a “pooled income fund.” The individual...
Next Entries »

No project is too large or too small.

As an independent, certified public accountant (CPA), I can offer you great service at a reasonable price. Hire a CPA only when you need one—and pay only for work that is performed specifically for you! My home office offers a pleasant, low-stress meeting place, or I can come to your business office.

  • Home
  • My Services
  • My Clients
  • About Joyce
  • News & Updates/Blog
  • Contact