Independently Rated Highest in Quality
F o u r t e e n t h
Consecutive Year
Originally Earned:
December 2002
We declare that Davis & Company HAS QUALIFIED for and continues to meet the Ongoing Research and Rating Requirements for Diamond Certified® status.
Certificate #202
(510) 371-4948
15200 Hesperian Blvd., Suite 202
San Leandro, CA 94578
Principal Daven Sharma assists a client over the phone.

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.

Company Philosophy

“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
Business Consultation
Financial Planning
Taxes and Tax Planning

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...

Frequently Asked Questions

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 ra...
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."

Map

Javascript is required to view this map.

Industry Info

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...
Findings based on statistically reliable research from 280 surveys

Customer Satisfaction

Survey Question: On a scale of 1 to 10 how satisfied were you with the quality you received?
Chart.

Company Credentials

Workers Compensation
Liability Insurance
License Verification
Business Practices
Current Complaint File

Customer Loyalty

Survey Question: If you needed this product or service in the future, would you use this company again?
Chart.
98%
n = 280

Diamond Certified Qualification

Based on 280 customer surveys, we declare
Davis & Company
has passed all rating steps and has earned
The Diamond Certified Award
No. 202
Continuously qualified since December 2002.
David Pak
Director of Ratings Research
American Ratings Corporation

Verbatim Survey Responses From Only Verified Customers

Padma P. Verified Customer Name
"I like their flexibility, promptness, and that they answer all of the questions we have."
Research conducted by American Ratings Corporation. Ratings Methodology

Diamond Certified® Video Profile

Company Capabilities Table

Davis & Company
15200 Hesperian Blvd., Suite 202
San Leandro, CA 94578
(510) 371-4948
DCID5102780915

Mon – Fri: 9am – 5pm
Sat: By Appointment

Serving all of Contra Costa and Alameda Counties including Concord, Richmond, Antioch, Danville, Walnut Creek, Oakland, Berkeley, Fremont and Hayward.

Daven Sharma, Principal
30
4
118
Liability Insurance, Workers' Compensation
1991
Accounting and Payroll, Audit and IRS Representation, Business Consultation, Financial Planning, Taxes and Tax Planning
500
All

Photo & Video Gallery

Survey Responses For

Davis & Company

Davis & Company: Average 9.1 out of 10 based on 280 unique customer surveys of customer satisfaction.
Padma P. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Judith T. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Anne F. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Monica S. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Christopher M. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Daniel M. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They are caring and compassionate toward their clients."

"They are just good people. I'm satisfied."

Daniel R. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Donna U. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Sam D. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They give good advice and they do a good job handling your taxes."

"I like their reliability."

Adrienne H. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

H. C. G. . Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Helen N. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They are reliable and very honest."

"I like the quality of the service I received from them."

Lori A. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Carole R. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Dimple S. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"Excellent with follow-up, great service"

"I liked their friendly service and knowledge of the tax business."

Janice S. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Jyoti R. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Anne F. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They are thorough and honest."

"Daven's knowledge of tax laws and how it applied to me individually"

Jackson A. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They helped us out with our taxes."

"If we had any questions, we were able to ask them and get feedback."

Jack T. Verified Davis & Company Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."