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Expert Tax Solutions Tailored by Experienced Tax Advisor and IRS Enrolled Agent 

At Guidepost Tax & Advisory, our methodology is built on a foundation of legal compliance, research-driven strategy, and practical problem-solving. We help high-income individuals and business owners utilize every legal option through a defensible path.

The Ethos

Advocating for your right to use every legal tax option available.

Integrity

Building defensible strategies grounded in compliance and tax law.

Advise

Research-based guidance tailored to long-term advisory goals.

Discovery

Clarifying facts and evaluating risks to reveal the best way forward.

Problem

Practical problem-solving for complex taxpayers and entities.

Results

Fiscally sound outcomes achieved through rigorous documentation.

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Your Lead Tax Advisor

Marion Davis, EA, founded Guidepost Tax & Advisory to bridge the gap between complex tax law and practical application. As an IRS Enrolled Agent, she provides high-trust, specialized advisory, focusing on building long-term partnerships with business owners, real estate investors, and high-net-worth clients.

With over twenty years of tax industry experience, Marion’s career is defined by an analytical, research-driven approach to multi-state corporate and individual filings. Having managed complex franchise operations and large-scale office environments, she possesses the institutional insight needed to navigate the most intricate risk profiles.

Marion operates on the belief that taxpayers should not only follow the law but also understand the strategic opportunities within it. Her focus is on proactive support and IRS resolution that prioritizes facts over guesswork. Her methodology ensures that every client receives high-level strategy backed by a defensible and ethical structure.

Beyond the firm, Marion is dedicated to maintaining a professional balance that allows her to be fully present and analytical for her clients, ensuring every advisory relationship is built on stability.

Professional Benchmarks

Enrolled Agent (EA)

An elite federal credential granted by the IRS, authorizing full representation and advocacy for taxpayers at all administrative levels.

Multi-Entity Strategy

Expert oversight of S-Corporations and Partnerships designed to optimize structure through research-backed compliance.

20+ Years in Policy

A career dedicated to tax code mastery, beginning with certified licensure at the outset of her professional life.

Specialized Sectors

Deep advisory expertise in real estate and construction sectors across diverse and complex state jurisdictions.

IRS Resolution

Skillfully navigating formal government processes to resolve vulnerabilities and establish a clear, defensible future path.

Expert Leadership

Deep backgrounds in high-standard oversight and franchise management ensure institutional rigor in a personalized expert setting.

A Research-Driven Advisory Approach

At Guidepost Tax & Advisory, my approach is grounded in compliance, strategy, and practical problem-solving. I believe taxpayers should follow the law—but I also believe they should understand and use every legal option available to them. Whether I’m providing proactive advisory support or helping resolve an IRS issue, my focus is to clarify the facts, evaluate the risks, and build a defensible path forward.

Strategic Partnerships Over Transactions

This firm is designed for individuals who value a professional, long-term advisory relationship over a simple filing transaction. We focus on clients who prioritize mutual respect, clear facts, and proactive yearly communication.

Risk Evaluation • Factual Clarification • Defensible Documentation • Research-Driven Decisions • Professional Advocacy • Practical Problem-Solving Strategy

OUR CORE ATTRIBUTES

Ready for a Research-Driven Tax Partnership?

Connect with Guidepost Tax & Advisory to see how our compliance-grounded approach can bring clarity and strategy to your complex financial profile.

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