Kathleen M. Davis, CPA, CGMA
Kathleen M. Davis, CPA, CGMA is the Managing Partner of MKS&H. She has over 25 years of public accounting experience and is a leader in the firm’s tax practice. Kathy has grown up in the MKS&H culture, joining as a staff member of the tax practice in 1990. Her greatest passions over the years have been working with entrepreneurial-minded business owners to focus on solving operational challenges, converting complicated data into strategic opportunities, and adding value through tax planning.
Kathy works closely with her clients on performance, strategy and organizational development matters. She provides a wide range of tax and consulting services to the firm’s diverse client base, including construction contractors, manufacturers, cemetery CEOs, large privately owned companies, and high-net worth individuals.
As the tax expert for the firm’s death care industry team, she holds extensive experience working both with publicly held companies as well as numerous independently owned and not-for-profit cemeteries. Through this experience, she has built a knowledgeable advisory team with multi-state capabilities for this specialized sector. She also possesses specialized knowledge in employee benefit plan tax and compliance matters, estate planning, and gift and trust tax planning.
Kathy received a Bachelor of Science degree in accounting from George Mason University. She is a member of the Maryland Association of Certified Public Accountants and the American Institute of Certified Public Accountants. In the community, Kathy has had the honor of serving in multiple leadership capacities. These include positions as past president of the Estate Planning Council of Frederick County and past President of the Baltimore chapter of Worldwide Employee Benefits(WEB). She also formerly served an 8 year term for the Board of Trustees of the Community Foundation of Frederick County and is the past chair of the board. Kathy is furthermore a graduate of the Leadership Frederick County program sponsored by the Frederick County Chamber of Commerce. Her leadership activities in and outside the firm, led Kathy to be recognized as a Brava! Award winner. This SmartCEO program celebrates top female CEOs who combine their irrepressible entrepreneurial spirit with a passion for giving back to the community. Award winners are exemplary leaders of their companies and in the community who encourage local philanthropy, mentor fellow CEOs and set their companies on the path to tremendous growth.