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.Read moreShow less