Diamond Certified Company Report

Davis & Company

Diamond Certified Company Report

Davis & Company

Diamond certified ratings dashboard
CUSTOMER SATISFACTION i
Customer LOYALTY i
Diamond Certified Qualification

Based on customer surveys, we declare this company has passed all rating steps and has earned The Diamond Certified Award

David Pak
Director of Ratings Research
Company Credentials i
  • Workers Compensation
  • Liability Insurance
  • License Verification
  • Business Practices
  • Current Complaint File
Phone SURVEY RESPONSES FROM 280 VERIFIED CUSTOMERS i

Padma P.

VERIFIED Davis & Company CUSTOMER

1 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

2 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

3 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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.

Read All 280 Survey Responses at Ratings View
Diamond certified VIDEO PROFILE
Diamond certified company PROFILE

Davis & Company provides a wide range of financial services for individuals and small and mid-sized businesses in Alameda and Contra Costa 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.

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COMPANY REPORT NAVIGATION

Diamond Certified Companies are Rated Highest in Quality and Helpful Expertise.

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DIAMOND CERTIFIED RESEARCHED CAPABILITIES ON Davis & Company

Locations

Alameda County
Contra Costa County
Concord
Richmond
Antioch
Danville
Walnut Creek
Oakland
Berkeley
Fremont
Hayward.

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SERVICES PERFORMED

Accounting and Payroll
Audit and IRS Representation
Business Consultation
Financial Planning
Taxes and Tax Planning

DIAMOND CERTIFIED RESEARCHED ARTICLES ON Davis & Company

Company Profile

Davis & Company provides a wide range of financial services for individuals and small and mid-sized businesses in Alameda and Contra Costa 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.

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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."

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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.

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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 tips:

Look for experience with small business clients. If your business generates a large amount of transactions (an online shopping service, for example), make sure the accountant has experience dealing with companies in your sector.

Determine fees. Is there a fixed annual or monthly fee to complete all business tax requirements? Do hourly fees apply? Compare the fees of several firms before choosing one.

Develop a good relationship. When you first meet a prospective accountant, you’ll know soon if you see eye-to-eye. It’s important to know your finances are being handled by someone you trust. You should contact at least three accountants and determine which one best meets your requirements.

Consider ancillary services. What other services does the accountant provide? Can they complete your self assessment returns? Do they provide business advice or further information to help grow your business?

Keep in touch. Make sure your accountant stays in constant contact, not just at year’s end.

The California Department of Consumer Affairs can provide further suggestions for finding and selecting an accountant. Its website (www.dca.ca.gov) offers tips and suggestions for reviewing accountants’ records and filing complaints.

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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 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.

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Diamond Certified RATINGS ON Davis & Company
Diamond certified ratings dashboard
CUSTOMER SATISFACTION i
Customer LOYALTY i
Diamond Certified Qualification

Based on customer surveys, we declare this company has passed all rating steps and has earned The Diamond Certified Award

David Pak
Director of Ratings Research
Company Credentials i
  • Workers Compensation
  • Liability Insurance
  • License Verification
  • Business Practices
  • Current Complaint File
Phone SURVEY RESPONSES FROM 280 VERIFIED CUSTOMERS i
Davis & Company : Average 9.1 out of 10 based on 280 unique customer surveys of customer satisfaction.

Padma P.

VERIFIED Davis & Company CUSTOMER

1 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

2 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

3 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

4 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

5 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

6 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

They are caring and compassionate toward their clients.

They are just good people. I'm satisfied.

Daniel R.

VERIFIED Davis & Company CUSTOMER

7 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

8 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

9 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

I like their reliability.

Adrienne H.

VERIFIED Davis & Company CUSTOMER

10 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

11 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

12 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

They are reliable and very honest.

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

Lori A.

VERIFIED Davis & Company CUSTOMER

13 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

14 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

15 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

Excellent with follow-up, great service

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

Janice S.

VERIFIED Davis & Company CUSTOMER

16 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

17 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

18 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

They are thorough and honest.

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

Jackson A.

VERIFIED Davis & Company CUSTOMER

19 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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

20 of 280

Quality 10
10 10
Loyalty Yes
CRITIQUE

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.

Read All 280 Survey Responses at Ratings View