Business Planning & Advisory Services
Estate & Gift Tax Planning & Preparation
Individual Tax Planning & Preparation
Not for Profit Taxation
Pass-through Entity Tax Planning & Preparation
Kathy Davis is a manager in the Tax Advisory Services Department. She earned her Bachelor of Arts in Accounting from the University of West Florida in 2007. In 1994, Kathy graduated from Texas Tech University, earning her Bachelor of Science in Psychology/Human Development. She has over ten years of experience in public accounting, providing strategic tax planning and advisory services for individuals and small businesses. Her areas of responsibility include retirement planning, estate planning, preparation and review of financial statements, and bookkeeping services.
Kathy is an active member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants. In addition, Kathy serves as President on the board of the Northwest Florida Estate Planning Council. Kathy’s thoughtful approach to tax advisory services gives clients the support they need to make crucial decisions regarding their business or individual tax situations.