Kate Davis
Helping CPAs reduce clients’ tax liability with hassle-free credits and incentives
- Role
- Senior Account Manager at Taxcredible Formerly Alpharesults
- Location
- Pinehurst, NC, US
- LinkedIn followers
- 500 followers
About Kate Davis
I help CPAs and business owners unlock federal and Georgia tax credit savings, allowing them to reinvest in growth instead of overpaying the state or the IRS. For over a decade, I’ve guided hundreds of companies through obtaining GA and federal credits, consistently delivering six figure results while making the process simple and stress-free. If you’re looking to elevate client service, reduce tax liability, or simply confirm you’re not leaving money on the table, let’s connect!Before joining the incentives world, I spent a decade in commercial banking with SunTrust/Truist, structuring creative financing and treasury-management solutions for middle-market clients. That lending background sharpened my eye for documentation, cash-flow modeling, and relationship management - skills I now leverage to maximize credits and provide excellent service to the CPAs and business owners we partner with. Outside of work, you’ll find me soaking up everything I love about North Carolina - hiking in the mountains with my husband and our two energetic boys, cheering on the Tar Heels, and tracking down the state’s best barbecue. I refuel by experimenting in the kitchen and by giving back to my church and community.
Experience
Senior Account Manager
Taxcredible Formerly Alpharesults
Jun 2013 — Present
Education
The University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business/Corporate Communications
1999 — 2003
Skills
- Small Business Lending
- Relationship Management
- Small Business
- Insurance
- Wealth Management
- Loan Origination
- Financial Analysis
- Credit
- Cash Management
- Credit Analysis
- Portfolio Management
- Loans
- Capital Markets
- Management
- Banking
- Risk Management
- Corporate Finance
- Commercial Banking
- Commercial Mortgages
- Investment Banking
- Treasury Management
- New Business Development
- Lines of Credit
- Credit Risk
- Commercial Lending
- Sales
- Financial Services
- Strategic Financial Planning
- Underwriting
- Finance
- Financial Risk
- Mortgage Lending
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