Davis & Company Frequently Asked Questions

(510) 371-4948
15200 Hesperian Blvd., Suite 202
San Leandro, CA 94578
Q: Why should I use a CPA and not a tax bookkeeper?
A: "Years of experience and extensive knowledge in tax law allow CPAs to help people avoid costs and penalties accrued by not complying with various regulations. Further, it’s in our clients’ interests to focus on their businesses rather than worrying about tax issues."
Q: How much do you charge?
A: "Our rates are based on the complexity involved in preparing tax returns and performing accounting work. We explain all fees and charges upfront."
Q: How can you help me beyond what a general tax preparer offers?
A: "We can look at your tax information while simultaneously offering tax and financial planning advice. We hope to save you money by utilizing these concepts over the long run, so our fees and charges become immaterial."
Q: Do you handle estate planning?
A: "Yes. Estate planning is part of financial planning. We follow a seven step approach, which includes creating a financial plan, helping you manage your expenses and create a savings plan, investing your funds so they grow safely and securely over time, and managing risk pertaining to life disability and long-term care. We make sure all these areas are integrated with estate planning and charitable planning."
Q: Will you (Daven Sharma) personally work on my tax returns?
A: "Unless it's very complicated, one of our staff members will work on your tax return under my supervision and review. It's a better method, because two pairs of eyes are looking at everything to keep errors to a minimum."