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makes the dream work

Meet The Owner

Dr. Kimberly Davis, has over 20 years of financial experience.

She is responsible for helping individuals and companies examine their immediate and long-term financial situations to appropriately use their assets and analyze financial situations to determine risk, reward, and opportunity. She specializes in tax resolution and accounting. Kimberly has over 15 years of financial project management, tax and forensic accounting for several fortune 500 companies that include Bank of America, Caesars Entertainment Corporation, U.S. Air Force, BET and many others. Kimberly currently owns a financial accounting firm that specializes in accounting services, tax preparation and consulting, and wealth management.

Kimberly holds a bachelors degree from Purdue University in International Finance and a minor in economics, a masters degree in finance from Capella University, a doctorate in tax law from Georgia State University along with over 2000 hours of tax law certifications.

Kimberly and her team has helped over 800 successful businesses start and run. She has resolved over 900 tax cases saving taxpayers a total of $3.2 million. During the pandemic they successfully secured over 8 million in SBA funding for businesses and help the SBA recover over 3 million in fraud funds.

Successful Businesses Start & Run
Saved by Taxpayers in over 900 Resolved Cases
Secured in SBAFunding for Businesses
Hours of Tax Law Certifications

“Creating financial freedom for others is so rewarding”

– Dr. Kimberly Davis

Meet Our Team

Tax experts and professionals who constantly push Financial Elevation to the next Level.

Our Team is made up of the following unpublic listed staff:

Forensic Accountant

Our specialists can help identify preserve and report on any type of digital evidence.

4 Certified Public Accountants

Our experienced CPA’s offer a broad range of services including taxes and accounting.

3 Experienced Bookkeepers

Our team takes care of the bookkeeping so you can focus on the success of your business.

Customer Relations Dept.

Helping to ensure that customers are satisfied with the goods or services purchased.


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