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Our Mercer Advisors Boca Raton team has worked with high-net-worth individuals and families in Southeast Florida for decades to preserve and protect their wealth and maximize their legacy for the next generation. Whatever your goals or life stage, we are here to provide you with the blueprint for achieving Economic Freedom™. Wealth optimization for business owners: Whether you are contemplating a third-party sale, transfer to family members, or a sale to employees, we can help maximize your potential for success. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Life transition events: We have deep expertise working with clients through major transitions to minimize financial impact and achieve Economic Freedom™.

Hi, my name is Sherlene Davis, and I am a Certified Public Accountant (CPA), licensed in the state of Florida. I received my Bachelors Degree in 1998, majoring in Accounting from Florida Atlantic University (FAU). In 2004, I started my own tax, accounting and consulting business. Pretty early on in my accounting career I realized that I had a real passion helping clients minimize their tax liability. I cant tell you how fulfilling it is to be a part of my clients' success!I am a native Floridian; I enjoy mentoring young women. I also love to travel, cook, read and relax while enjoying this wonderful life.Davis Tax and Accounting Solutions, Inc.