Zachary C. Davis, CPA, CEPA
Principal, Advisory and Tax Services
Location
Toledo, OH
419.865.8118
Education
Case Western Reserve University
MS, accounting
BS, accounting
Current Role
Zack works with clients to develop tax strategies to minimize tax burdens and ensure compliance with federal and state tax laws. He assists with preparation and review of partnership and S Corporation tax returns, year-end tax planning, cost segregation, and research and development studies for closely-held businesses and their owners.
Zack collaborates with business owners and provides consulting services in a wide variety of areas including choice of entity tax elections, organizational structure, accounting methods and other tax elections. He helps clients realize cash flow benefits and understand the impact on their business as tax laws continue to evolve.
Service Areas
- Closely-held businesses
- Tax consulting and compliance
- Partnership and S Corporation taxation
- Individual income tax
- Business and tax planning
Experience
Zack joined Rehmann in 2013 as part of our business combination with Spilman, Hills & Heidebrink, Ltd. He relocated to Columbus, OH in 2014 and worked with another regional CPA firm until rejoining Rehmann in 2022.
Zack has experience working with clients in a variety of industries including construction, manufacturing, distribution, retail, restaurants, franchisors, auto dealers, professional services and real estate.
A Closer Look
- Zack has provided guidance on organizational restructuring to clients in some cases, resulting in annual tax savings of nearly six figures.
- Dedicated to professional growth, Zack is a graduate of the Columbus Chamber of Commerce Elevate Cbus program.
Zack is an active member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
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Principal, Advisory and Tax Services
Location
Toledo, OH
419.865.8118
Education
Case Western Reserve University
MS, accounting
BS, accounting