Adam Davis, CPA

Tax Manager

Boston, MA
Focus Area

Tax Planning
Multi-Generational Planning
Estate Planning

Client Specialty

Business Owners

As a Tax Manager, Adam is responsible for preparing and reviewing tax returns for high-net-worth individuals, trusts, pass-through entities and foundations. 

Prior to joining The Colony Group, Adam was a Senior Associate at PricewaterhouseCoopers in their Personal Financial Services and Private Company Services group. 

Adam earned a Master of Science degree in Taxation from Bentley University’s McCallum Graduate School of Business and a Bachelor of Science degree in Accounting from Endicott College. He is a Certified Public Accountant and a member of the American Institute of CPAs and Massachusetts Society of CPAs. 

Outside of the office, you can find Adam on the golf course, relaxing on the Cape or planning his next baseball game – he’s been to 15 Major League Baseball Stadiums! 

Published Insights

Massachusetts Charitable Tax Deduction Brings a Big Opportunity

As seen in Bloomberg Tax. Massachusetts’ reinstated deduction for charitable contributions is a significant planning opportunity for resident and nonresident taxpayers—particularly high earners—say the Colony Group’s Kevin Charles and...