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.
Doing business in today's fast-changing economy requires alliances with trusted advisors that 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. 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.
Doing business in today's fast-changing economy requires alliances with trusted advisors that 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. 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.
Services
A Next Generation Professional Services Firm operates much differently than traditional firms.
In summary, it is about the advanced integration of our people, processes, and technologies.
We leverage an efficient and cost-effective platform to deliver the highest quality services to clients in selected industries.
John (Rusty) Davis, CPA is a Maryland native with over 40 years of experience in the profession.
An active thought leader in the national Digital CPA community, Mr. Davis was designated as a Certified Information Technology Professional (CITP) in 2019, and also designated as a Chartered Global Management Accountant (CGMA) in 2014.
In summary, it is about the advanced integration of our people, processes, and technologies.
We leverage an efficient and cost-effective platform to deliver the highest quality services to clients in selected industries.
John (Rusty) Davis, CPA is a Maryland native with over 40 years of experience in the profession.
An active thought leader in the national Digital CPA community, Mr. Davis was designated as a Certified Information Technology Professional (CITP) in 2019, and also designated as a Chartered Global Management Accountant (CGMA) in 2014.
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.
Advanced tax experience, backed by industry-leading tax research resources, provide us with a unique ability to analyze interim results, model one or more scenarios, and then recommend actions to business entities and individuals to minimize tax liabilities.
Forward thinking and an intimate dialogue with you allow us to provide valuable advice, with tax projection scenarios to model potential outcomes.
Advanced tax experience, backed by industry-leading tax research resources, provide us with a unique ability to analyze interim results, model one or more scenarios, and then recommend actions to business entities and individuals to minimize tax liabilities.
At Davis & Associates, P.A., our approach to tax planning is customized to the specific needs of the client and the issues at hand.
For some, it's a short call to answer a question.
This often happens late in the year as businesses and individuals work to close out the year and save on taxes.
We certainly provide this type of service to our clients and we try to be responsive to help support quick decisions.
However, we also offer other forms of advice and different types of tax planning to our individual and business clients.
For some, it's a short call to answer a question.
This often happens late in the year as businesses and individuals work to close out the year and save on taxes.
We certainly provide this type of service to our clients and we try to be responsive to help support quick decisions.
However, we also offer other forms of advice and different types of tax planning to our individual and business clients.
All individuals and businesses are required to file federal and, if applicable, state tax returns each year.
For any tax filer, their choices for compliance are many - DIY, casual tax preparers, tax preparation firms, CPAs, or a combination of them.
Modern practitioners bring deep tax experience and advanced technologies to smooth the processes for timely and accurate compliance.
Davis & Associates, P.A., has been recognized for being early adopters of technologies and processes that support the highest-quality tax preparation experience for our clients.
For any tax filer, their choices for compliance are many - DIY, casual tax preparers, tax preparation firms, CPAs, or a combination of them.
Modern practitioners bring deep tax experience and advanced technologies to smooth the processes for timely and accurate compliance.
Davis & Associates, P.A., has been recognized for being early adopters of technologies and processes that support the highest-quality tax preparation experience for our clients.
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.
Accessing knowledge in GAAP, SSARS, SAS, GASB, FAR, and other professional standards, we work management to produce financial documents for current requirements, and for archival needs in the future.
Coordination with Lender, Bonding, Insurance, Lease, Contractual, and Governmental Reporting Requirements.
Compliance is secondary however, to the need for high quality internal management information for owners and executives.
Accessing knowledge in GAAP, SSARS, SAS, GASB, FAR, and other professional standards, we work management to produce financial documents for current requirements, and for archival needs in the future.
Coordination with Lender, Bonding, Insurance, Lease, Contractual, and Governmental Reporting Requirements.
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