Steven Davis, EA, MST
^{Senior Tax Manager}

Steve is responsible for tax preparation and planning services for clients of Cabot Wealth Management. His primary focus is assisting clients in making decisions that help them achieve their overall financial goals and objectives while minimizing their tax consequences. Steve received his Bachelor of Science degree from Fitchburg State College (Fitchburg, MA) and his master’s degree in taxation from Suffolk University (Boston, MA).  In 1993 he passed the United States Treasury Enrolled Agents exam and has maintained his license to practice before the Internal Revenue Service for over 30 years. Steve’s concentration is on individual & trust taxation as well as closely held business entities. He is also a graduate of the National Tax Practice Institute, a training program administered by the National Association of Enrolled Agents and is a member of both the Massachusetts and National Associations of Enrolled Agents.