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Accounting Services

Davis, Sita & Company, P.A. provides accounting, tax preparation and financial services to all types of entities including individuals, corporations, partnerships, fiduciaries, estates and trusts. We provide a wide range of financial and accounting services for our clients in the areas of auditing and accounting, taxes, financial management and accounting software solutions. Our highly-experienced staff of accountants and financial advisors will work with you to provide the most comprehensive solutions required for your specific financial needs. Our current client base spans the entire Baltimore/ DC metro area as we provide services to businesses and individuals in Baltimore, Silver Spring, Bethesda, Chevy Chase, Columbia, Greenbelt, Annapolis and more. Some of our accounting and financial services include:

 Tax preparation, estimates and planning for corporation, partnerships, fiduciaries and individuals
 Audit, review and compilation of for-profit and non-profit organizations
 Assistance in implementation and expansion of accounting software systems
 Training of client personnel in performing accounting and management duties effectively and efficiently
 Providing controller services to small businesses
 Coordinating relationships with banks, attorneys, insurance agents, investment analysts and stockbrokers
 Performing business evaluation and financial analysis
 Performing financial schedules for judicial accountings
 Providing assistance in compliance with federal, state and local tax reporting
 Assisting clients in selecting types of entities
 Assisting IRS problem resolution and mediation
 Consulting in family law matters such as property and support issues in divorce
 Preparing estate, fiduciary and gift tax returns
 Performing estate tax planning
 Assisting attorneys, trustees and executors in administration of estates and trusts
 Interviewing key management personnel to clearly define and understand the goals of the company (needs analysis)
 Conducting meetings with management and employees to identify problem areas and formulate potential solutions
 Budgeting and cash flow management
 Conducting a detail analysis of business operation including production, marketing, personnel, management, etc
 Offering solutions and recommendations for improvements to increase the efficiency and the profitability of your company
 Assisting with business plans, marketing strategies, computer training and Internet training
 Providing turnkey accounting and tax software solutions



 

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