Business Details
35 Years
experience
Trusted Accounting & Tax Services in Glen Burnie, MD
Anderson Davis CPA was established in 1991 to provide comprehensive accounting, auditing, tax, and consulting services to small-to-medium for-profit businesses and non-profit organizations. Our firm emphasizes personalized attention, direct access to experienced professionals, and customized solutions tailored to client needs. With over three decades of experience, we specialize in serving non-profits, including schools, churches, and community organizations, while maintaining a strong commitment to quality through annual AICPA peer reviews. Our team combines technical expertise with industry-specific knowledge to deliver reliable financial guidance across the Baltimore-Washington-Annapolis region and Maryland's Eastern Shore.
Services
Tax Planning
Financial Statements
Business Advisory
Accounting Services
Employee Benefit Plans
Details
- Year established: 1991
Highlights and features
- We have been providing expert tax and consulting advice since 1991.
- Our team offers personalized attention that larger firms often overlook.
- We provide same or next business day responses to client questions at no extra charge.
- We specialize in audits and financial consultations for non-profit organizations.
- Our professionals maintain expertise in evolving tax laws and regulations.
Associations and certifications
- AICPA Peer Review
What people say
Timely responses
Expert guidance
Customized solutions
Trusted partners
Professional team
Services
Tax Planning
Our tax planning services include preparation and research for individuals, businesses, and non-profits. We specialize in IRS Form 990 filings, estate and trust taxation, and strategic tax mitigation. Our team stays current with evolving regulations to ensure compliance while minimizing liabilities for clients across diverse industries.
Financial Statements
We provide audits, reviews, and compilations for for-profit and non-profit organizations. Our services meet government auditing standards and include attestation work for OMB Circular A-133 single audits. We deliver accurate financial reporting tailored to lender requirements and regulatory compliance needs.
Business Advisory
Our business advisory services cover new business setup, cash flow projections, internal controls review, and succession planning. We assist with accounting policy development and financial institution requirements, offering strategic guidance for growth and operational efficiency.
Accounting Services
We handle monthly cash transactions, payroll tax filings, and financial statement preparation. Our QuickBooks management services include software setup and training to streamline accounting processes for small businesses and non-profits.
Employee Benefit Plans
We specialize in audits of employee benefit plans, including 401(k)s and pension plans. Our services ensure compliance with ERISA regulations and IRS reporting requirements while providing consulting support for plan administration.
People
Michael C. Davis
Partner
CPA with 30+ years of experience in non-profit audits and consulting. Former instructor on FASB standards and IRS Form 990 preparation. Active in community service organizations.
Jay R. Kapadia
Partner
CPA since 2005 with expertise in financial audits and employee benefit plan consultations. Member of AICPA and Maryland Association of CPAs.
Benjamin M. Yust
Partner
CPA specializing in trust and estate taxation. Provides audit and consulting services for for-profit and non-profit clients since 2006.
James J. Anderson
Legacy Partner
Retired founding partner with experience in non-profit consulting and tax services. Former president of Pasadena Business Association.
Heather M. Chirico
Supervisor
Accounting professional with experience in audit, tax, and non-profit services since joining in 2010.
Questions
Why choose Anderson Davis CPA?
We deliver quality, timely services with a proven track record since 1991, specializing in non-profits and small businesses.
Is my organization too small or too large for your services?
No. We serve all sizes, from start-ups to established organizations, with tailored CPA services.
How do you handle client questions differently from other firms?
We prioritize same or next business day responses at no extra charge beyond standard services.
What industries do you specialize in?
We focus on non-profits, private schools, churches, healthcare practices, and small-to-medium businesses.
Do you offer QuickBooks support?
Yes. Our certified QuickBooks Pro Advisor provides expert setup, training, and troubleshooting assistance.
Are your services available beyond standard tax season?
Yes. We provide year-round support for ongoing financial needs and consultations.