Davis & Company Comparative Summary

Davis & Company provides businesses and individuals in Alameda and Contra Costa Counties with accounting, payroll, taxation and business consulting services. Additional customized financial planning services are available for individuals, corporations, partnerships and nonprofit organizations.

Principal Daven Sharma says he uses the experience he’s gained from previous public and private industry positions to maximize his clients’ financial resources. “I’m a CPA and CFP, so I can integrate taxes, tax planning and financial planning to minimize my clients’ tax consequences.”

Davis & Company takes a seven-step approach to financial planning: It creates a lifetime financial plan, manages expenses, establishes a savings plan, properly invests savings, provides tax planning, manages risk, and provides estate and charitable planning.

On the tax and accounting side, Davis & Company ensures all clients meet regulatory filing requirements and strives to continuously improve work processes based on experience. “For our business clients, we look for alternate opportunities to improve their business profitability,” says Mr. Sharma. “We try to always make clients aware of those situations.”

Davis & Company provides free initial consultations designed to understand clients’ situations and determine what services are necessary. The company’s website (www.daviscocpas.com) also offers online payroll solutions and financial calculators that can determine mortgage, auto, loan and retirement rates.