DCPAS, LLC dba Davis & Company CPAS

Employee Benefit Plan Auditor

Mt. Pleasant, SC

About DCPAS, LLC dba Davis & Company CPAS

<p>Founded in 2008, this CPA firm works from Mt. Pleasant in the Charleston metro area and operates as DCPAS, LLC dba Davis &amp; Company CPAS.</p> <p>The firm is led by Zoe M. Davis and provides accounting and tax work for individuals and businesses. Clients looking for a local CPA in the Mt. Pleasant area can contact the team for day-to-day accounting support and year-round tax help.</p> <p>As an auditor in the retirement plan space, DCPAS, LLC supports plan sponsors that need financial reporting and audit coordination tied to employer-sponsored plans. The main differentiator is the direct access to a named firm leader, with Zoe M. Davis as the primary point of contact.</p> <p>More information is available at <a href="https://davisandcompany.cpa/">https://davisandcompany.cpa/</a>.</p> <ul> <li>CPA firm and auditor founded in 2008</li> <li>Headquartered in Mt. Pleasant (Charleston area), South Carolina</li> <li>Led by Zoe M. Davis</li> <li>Accounting and tax services for individuals and businesses</li> </ul>

Founded: 2008

Contact Information

Headquarters: 990 Lake Hunter Circle, Suite 207, Mt. Pleasant SC 29465, US

Website: https://davisandcompany.cpa/

Office Locations

  • 990 Lake Hunter Circle, Suite 207, Mt. Pleasant, SC, 29465, US (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 21
  • Total AUM Audited: $379.4M
  • 401(k): 21 plans, $379.4M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
ATLAS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN ATLAS TECHNOLOGIES, INC., SC $41M 349

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