Tax Compliance
& Planning

Utilizing advanced tax knowledge and best-in-class software, we handle all tax return filings with clear communications and filing instructions. Forward thinking and an intimate dialogue with you allow us to provide valuable advice, with tax projection scenarios to model potential outcomes.

Assurance, Reporting
& Accounting

Business entities with third-party reporting requirements need accurate and timely financial statements and special reports backed by one of four levels of CPA assurance. Compliance is secondary however, to the need for high quality internal management information for owners and executives.

Management Advisory
& Consulting

Business management teams and individuals need trusted advisors to convert insights into actions, and this is our passion. We listen, we think, and we recommend solutions. When a challenge arises, we outline a clear plan, and then design a proposal to produce tangible results.

Virtual &
Outsourced Services

Access to our cloud/remote/virtual technology ecosystem enhances operational efficiency and reduces overhead costs. From hosted or SAAS accounting software to Zoom videoconference meetings, we can back your team. Outsourced professional support can be a powerful alternative solution for businesses in the new economy.

Secure. Digital. Cloud. Results. Value. Fixed Fees. Advisory. Trusted. Timely. Resourceful. Solutions. Communications. Planning. Vision. Performance. Analytics. Real Time. Secure. Digital. Cloud. Results. Value. Fixed Fees. Advisory. Trusted. Timely. Resourceful. Solutions. Communications. Planning. Vision. Performance. Analytics. Real Time.

Are You Ready for The Future?

Based in Gaithersburg, Maryland, we serve clients located in the Suburban Maryland Technology/ Life Sciences I-270 corridor, considered the heart of Montgomery County, and also throughout the Mid-Atlantic region and beyond. Our offices are accessible to Baltimore, Washington, D.C., and Northern Virginia for in-person meetings, but our digital processes allow us to receive and deliver tax, reporting, and consulting documents – from anywhere, anytime, any device.

The pandemic, recession, and political turmoil in today’s business environment mandate that your trusted advisors possess vision and creativity. We bring tax, financial, and business foresight when decisions need to be made quickly, but always supported by facts, analysis, and pragmatic future assumptions.

Davis & Associates, P.A. has a niche– personable and long-lasting mutually-beneficial relationships. Similar to concierge medicine, farm-to-table dining, and boutique shops, we are dedicated to our loyal clients and colleagues. We invite similar thinking entrepreneurs, investors, and wealth-building individuals to join us. We are ready…for your future.

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American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants
CITP
CGMA
2018 Innovative Practitioner Award Finalist
Gaithersburg-Germantown Chamber of Commerce