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.

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About

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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.

Services

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All engagements for professional services are summarized in a clear agreement that details applicable professional standards, timing and scope of work, deliverables, and a fixed fee arrangement. We invite you to Request a Consult for a brief, no-cost discussion of your needs.

Tax Compliance & Planning

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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.

Tax Planning & Projections

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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.

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