- Top-Rated Companies
- The Certification
- Consumer Resources
- Expert Advice
- About Us
- Site Map
Davis & Company provides a wide range of financial services for individuals and small and mid-sized businesses in Contra Costa and Alameda Counties. The company handles everything from income tax returns to bookkeeping, accounting, audits and reviews. It also offers business, financial, retirement, and education planning and consulting.
Principal Daven Sharma is a 30-year veteran of the financial services industry. Mr. 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 certified public accountant (CPA) and certified financial planner (CFP), so I can integrate taxes, tax planning and financial planning to minimize my clients’ tax consequences.”
Davis & Company provides free initial consultations designed to understand clients’ financial situations and determine what services are necessary. The company also offers online payroll solutions that allow for constant access and modification.
“We strive to help small businesses succeed by handling all office work related to accounting, taxes and statutory filings, which allows them to concentrate on growing to the next level. We carefully analyze our clients’ financial results and offer them ongoing suggestions for cost and tax savings. We cater to their unique needs and give them the benefit of our years of experience.”
Serving all of Contra Costa and Alameda Counties including Concord, Richmond, Antioch, Danville, Walnut Creek, Oakland, Berkeley, Fremont and Hayward.
Accounting and Payroll
Audit and IRS Representation
Taxes and Tax Planning
When hiring an accountant for your small business, take time to assess more than general qualifications.
Good accountants are crucial for small business owners—if your accounts are in order and you’re up-to-date on payments, it’s easier to concentrate on building your business. Before choosing an accounting, consider the following...
"They're very prompt to answer all of our questions and they have Saturday hours, which is convenient. They're flexible and accommodating.""I like their flexibility, promptness, and that they answer all of the questions we have."
"I am 68 years old and they are the only people who will ever be allowed to touch my taxes.""They are absolutely terrific, and the most courteous accountants I have met. They talk to you straight and don't mess around. The people there have done a tremendous service for me."
"They are honest, trustworthy, thorough, and accurate. They give me peace of mind.""I like the service. I really think they've done well for me."
"I think they're very professional and they've handled my taxes quite well for at least three years now.""Frankly, they were the only tax service in our Diamond Certified directory, and we have stuck with them. They've done just fine. We have come to rely solely on Diamond Certified for all of the services we use."
"There are three things you should rarely change, your doctor, your dentist, and your accountant. I'm sticking with Daven.""I like the personal service. Daven has been great. I've used him for many years."
"They are caring and compassionate toward their clients.""They are just good people. I'm satisfied."
"I have been very happy with them. They pay attention and they are conservative.""Being a new investor, I like that they explain everything to me pretty thoroughly."
"I would use them again without a doubt. They are dependable, reliable, and they offer excellent service at a good price.""They offer excellent service at a good price."
"They give good advice and they do a good job handling your taxes.""I like their reliability."
"I feel very secure in their knowledge on the subject and I intend to use them for next tax season. I feel very confident that they excel in what they do.""I like that they are accessible, easy to talk to, and they always explain things in a way that I can understand. It's just a great service and a great group."
"They're very straightforward and professional. They let you know what's going on and do what they say they will do.""They were professional and kept me well informed. They did what they were supposed to do and answered all of my questions. When we ran into issues, they advised me about my choices and what the best resolution would be. I am highly satisfied with what they did."
"They are reliable and very honest.""I like the quality of the service I received from them."
"My agent Aundrea is very handsome and wears great leather cuffs. I love the German flags he hangs around the office.""I like the owner, Daven. It's funny how much he resists changing the name to Daven and Company."
"They are very qualified and very good.""I like the way they present themselves. The owner is very good and it's a very professional atmosphere. They follow through and do just fine."
"Excellent with follow-up, great service""I liked their friendly service and knowledge of the tax business."
"They're very professional and very timely. Daven is very personable and gives the impression that he cares about his clients.""Competence, they are really a great company to deal with."
"I would tell others about their professionalism and honesty.""Any questions I have are answered promptly. If there are any issues, they act immediately to resolve them. I love those guys."
"They are thorough and honest.""Daven's knowledge of tax laws and how it applied to me individually"
"They helped us out with our taxes.""If we had any questions, we were able to ask them and get feedback."
"They are the best. They help you decide what needs to be done and guide us through the tax process and investment ideas.""The customer service is excellent. They answer all of my questions, and they are always on time with what I need."