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Mitch Davis, CPA
Senior Manager

Milwaukee: (262) 696-5193

Mitch received his Master of Accountancy in 2011 and his CPA license in 2012.  He has over ten years of experience working with a number of different tax-exempt organizations and specializes in performing financial statement and compliance audits and preparing tax returns for a variety of non-profit organizations. He is also a technical reviewer for nonprofit tax returns for the Wegner office in Milwaukee.

  • Experienced in financial audits of voluntary health and welfare organizations, human service organizations, religious, and other not-for-profit organizations.
  • Experienced in compliance audits, including Federal A-133, Government Auditing Standards, the State Single Audit Guidelines, the Provider Agency Audit Guide, and the Wisconsin Department of Health Services Audit Guide.

Certifications

  • Certified Public Accountant

Professional and Community Involvement

  • Wisconsin Institute of Certified Public Accountants (WICPA)

Education

  • Master of Professional Accountancy, University of Wisconsin – Milwaukee
  • BBA, College of Business, Major in Accounting, University of Wisconsin – Milwaukee

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