Insights

Boutique Digital Advantage Target small businesses in the Mid-Atlantic seeking a boutique accounting partner that leverages AI, cloud solutions, and data-driven decision making to improve efficiency and profitability.

Tech-Savvy Services Position as a tech-forward firm using a modern tech stack (iCIMS, WordPress, Microsoft 365, e-commerce tools) to support digital collaboration, secure remote work, and scalable financial operations for growing clients.

Growth-Focused Outreach Leverage the firm’s emphasis on strategic insight and concierge-style service to recruit entrepreneurs and growth-minded investors who need integrated tax, finance, and advisory services.

Regional Expansion Potential Explore cross-sell opportunities within the Maryland Technology & Life Sciences corridor and broader Mid-Atlantic clients who require compliant, cloud-enabled accounting and advisory support.

Mindful Efficiency Highlight the firm’s practical innovation that simplifies compliance and reporting, presenting time- and cost-saving use cases for SMBs facing digital transformation and tax planning before year-end.

Similar companies to Davis & Associates, P.A. CPA's + Advisors

Davis & Associates, P.A. CPA's + Advisors Tech Stack

Davis & Associates, P.A. CPA's + Advisors uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Davis & Associates, P.A. CPA's + Advisors's tech stack below.

Davis & Associates, P.A. CPA's + Advisors's Email Address Formats

Davis & Associates, P.A. CPA's + Advisors uses at least 3 email formats:
Davis & Associates, P.A. CPA's + Advisors Email FormatsExamplePercentage
First@daviscpas.comJohn@daviscpas.com
75%
First.Last@daviscpas.comJohn.Doe@daviscpas.com
13%
Middle@daviscpas.comMichael@daviscpas.com
12%

Frequently Asked Questions

What is Davis & Associates, P.A. CPA's + Advisors's phone number?

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You can contact Davis & Associates, P.A. CPA's + Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Davis & Associates, P.A. CPA's + Advisors's official website and social media links?

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Davis & Associates, P.A. CPA's + Advisors's official website is daviscpas.com and has social profiles on LinkedIn.

How much revenue does Davis & Associates, P.A. CPA's + Advisors generate?

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As of September 2026, Davis & Associates, P.A. CPA's + Advisors's annual revenue is estimated to be $1M - $10M.

What is Davis & Associates, P.A. CPA's + Advisors's SIC code and NAICS code?

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Davis & Associates, P.A. CPA's + Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Davis & Associates, P.A. CPA's + Advisors have currently?

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As of September 2026, Davis & Associates, P.A. CPA's + Advisors has approximately 8 employees across 2 continents, including North America and Europe. Key team members include Senior Accountant: B. L., Client Coordinator: L. Z. and Attorney: K. S. Explore Davis & Associates, P.A. CPA's + Advisors's employee directory with LeadIQ.

What industry does Davis & Associates, P.A. CPA's + Advisors belong to?

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Davis & Associates, P.A. CPA's + Advisors operates in the Accounting industry.

What technology does Davis & Associates, P.A. CPA's + Advisors use?

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Davis & Associates, P.A. CPA's + Advisors's tech stack includes iCIMS, WordPress, Shopify, Microsoft 365, JSON-LD, WordPress Block Editor, PayPal and Piwik PRO Core.

What is Davis & Associates, P.A. CPA's + Advisors's email format?

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Davis & Associates, P.A. CPA's + Advisors's email format typically follows the pattern of First@daviscpas.com. Find more Davis & Associates, P.A. CPA's + Advisors email formats with LeadIQ.

When was Davis & Associates, P.A. CPA's + Advisors founded?

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Davis & Associates, P.A. CPA's + Advisors was founded in 1995.
Davis & Associates, P.A. CPA's + Advisors logo

Davis & Associates, P.A. CPA's + Advisors

AccountingMaryland, United States2-10 Employees

Davis & Associates, P.A. CPA's + Advisors is an accounting firm based in Gaithersburg, Maryland, that serves small businesses and their owners. The firm blends tax, financial, and strategic guidance to help clients make informed decisions quickly, prioritizing practical use of technology to simplify processes and support data-driven decision-making. Although in-person meetings are valued, the firm operates with secure digital processes that enable collaboration from anywhere and on any device.

With a boutique approach, the practice emphasizes long-term, trust-based relationships rather than transactional engagements. It serves clients across the Mid-Atlantic region and beyond, including the Maryland Technology & Life Sciences I-270 corridor, and targets entrepreneurs, investors, and growth-minded individuals.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1995
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Davis & Associates, P.A. CPA's + Advisors's revenue is estimated to be in the range of $1M - $10M

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