Stephen B. Davis, CPA

Stephen B. Davis, CPA has a diverse work experience spanning several companies and roles. Stephen B. is currently working as a Tax Manager at CRC Companies since November 2018. Prior to this, they served as a Tax Manager at Halt, Buzas & Powell, Ltd starting from August 2017.

During their time at Halt, Buzas & Powell, Ltd, Stephen demonstrated expertise in various tax-related responsibilities such as reviewing and managing tax returns for individuals, partnerships, trusts, nonprofits, and corporations. Stephen B. also collaborated with the management team to develop new strategies and shape the future of the business. Stephen led multiple training sessions and workshops, both internally and for webinars, providing continuing professional education. Additionally, they were responsible for leading business development efforts and managing a team of staff accountants.

Stephen previously worked at RoseMcKenna, PLLC as a Senior Tax Accountant from April 2013 to July 2017. In this role, they reviewed, signed, and managed tax returns for individual, partnership, trust, and corporate clients. Stephen B. also provided training to employees on tax law and managed a team during peak seasons. Stephen built strong relationships with clients and represented them in dealings with the IRS and state reporting agencies.

Before joining RoseMcKenna, PLLC, Stephen worked as a Staff Accountant at the same firm and assisted in compliance for various clients. Stephen B. coordinated with clients, financial advisors, and brokers to gather information for tax filings.

Stephen's earlier work experiences include serving as Outside Staff at Washington Golf & Country Club from July 2010 to November 2010 and working as an Intern at Breslow Starling Frost Warner Boger Hiatt PLLC from January 2010 to April 2010. Stephen B. also interned at the United States House of Representatives from May 2008 to August 2008.

Overall, Stephen B. Davis, CPA has extensive experience in tax management, client relationship building, training, and business development.

Stephen B. Davis, CPA pursued their higher education to equip himself with the necessary skills and knowledge in the field of accountancy. Starting in 2005, they attended the University of North Carolina at Greensboro, where they earned their Bachelor of Science (BS) degree in Accounting in 2009. Following their undergraduate studies, from 2010 to 2011, Stephen attended The George Washington University School of Business to pursue a Masters degree in Accountancy. This education background supports Stephen's expertise in the field of accounting and positions him as a capable Certified Public Accountant (CPA).