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Agenda Davis

Partner, CRI Advisors, LLC

Direct:

Agenda provides tax compliance services to businesses, individuals, and not-for-profit organizations. She has experience in multi-state corporate and individual taxation and provides compilation services to businesses and not-for-profit organizations.

Agenda helps clients manage pass-through taxation and shareholder reporting. Whether it’s coordinating multi-state returns or advising on the tax implications of business decisions,  she makes the complex feel manageable.

Years of Experience

17

Education

University of North Alabama, Bachelor’s

University of North Alabama, Master’s

Professional Credentials

Certified Public Accountant (CPA)

I am a proud mom of two active boys who keep me busy with their love of sports, and a fan of spending quiet moments reading a good book or relaxing by the beach—my favorite place to recharge.

INDUSTRY EXPERTISE