CONTACT US

Roger Davis

, Partner

CONTACT

Roger Davis
Partner
215.881.8107

SPECIALTIES

  • Real Estate
  • Construction
  • Manufacturing & Distribution
  • Law Firms
  • Service Companies

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)
  • Wilkes University: BS, Accounting

AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Philadelphia Distance Run: Treasurer
  • Susquehanna Community Foundation: Board of Directors
  • Beth Sholom Congregation: Board of Directors

Roger Davis is a Partner with over 30 years of experience in tax, accounting and auditing. Roger’s areas of expertise include business and tax planning, acquisition/sale review and analysis, and succession planning. He works with family owned and closely held businesses in a variety of industries, including law firms, manufacturing and distribution, service, real estate and construction.

Roger frequently presents to organizations throughout the Delaware Valley and also participates as a lecturer for CPA continuing education programs.

  • What words of wisdom or famous quote most influences you professionally?
  • Client service
  • Where did you grow up?
  • Berwick, PA
  • Describe your college experience in one sentence.
  • Worthwhile
  • How do you enjoy spending your time outside the office?
  • Family and running
  • What are you most passionate about with your work?
  • Helping clients resolve their problems.
  • What piece of advice do you often give clients?
  • Do what is right.
  • If you had to choose another occupation, what would it be?
  • A professional athlete

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