The goal of Robert W. Davis, CPA is to make individuals and businesses the beneficiaries of their finances. Our success is in helping you turn your financial problems around by ensuring. Our expertise lies in all tax preparation, estate planning, accounting, and business valuation. We align all our services to accommodate your individual, estate and business needs.
We understand that there are no magic formulas to avoid becoming a victim of your own finances. Every situation is different and unique. Knowledge is the key to the successful assessment of any financial situation. Backed by 30 years of experience, not only do we ask the right questions, but we know when to ask them-before it's too late.
Through careful evaluation, extensive planning and close attention to detail, Robert Davis CPA and his staff are prepared to help you understand the breadth of confidence and security that comes with making the right financial decisions at the appropriate time.
We understand that there are no magic formulas to avoid becoming a victim of your own finances. Every situation is different and unique. Knowledge is the key to the successful assessment of any financial situation. Backed by 30 years of experience, not only do we ask the right questions, but we know when to ask them-before it's too late.
Through careful evaluation, extensive planning and close attention to detail, Robert Davis CPA and his staff are prepared to help you understand the breadth of confidence and security that comes with making the right financial decisions at the appropriate time.
Services
Robert W. Davis attended the University of Southern California and graduated from California State University, Northridge, with a B.S. in Accounting.
He is a seasoned professional with over 30 years of experience in accounting and associated services.
Prior to establishing his own company in 1986, Robert worked with one of the accounting stalwarts: Peat, Marwick, Mitchell and Co. (KPMG) While employed there, he specialized in auditing high-net-worth individuals.
Subsequently he worked extensively in private industry as a chief financial officer for mid-sized companies.
He is a seasoned professional with over 30 years of experience in accounting and associated services.
Prior to establishing his own company in 1986, Robert worked with one of the accounting stalwarts: Peat, Marwick, Mitchell and Co. (KPMG) While employed there, he specialized in auditing high-net-worth individuals.
Subsequently he worked extensively in private industry as a chief financial officer for mid-sized companies.
Our office can help you evaluate your situation and recommend responsible solutions that will protect your assets for you and your heirs, minimizing government's "take".
Baby boomers have built their estate through the 70's, 80's and into the new century, and now look forward to retirement.
Little do they realize that without proper planning, current trends in litigation could mean losing their estate.
To our new clients, we offer a one-hour complimentary consultation to evaluate your financial needs.
Baby boomers have built their estate through the 70's, 80's and into the new century, and now look forward to retirement.
Little do they realize that without proper planning, current trends in litigation could mean losing their estate.
To our new clients, we offer a one-hour complimentary consultation to evaluate your financial needs.
Every business should have a documented dollar value in the event the business must be liquidated in a divorce, sold to a partner because of a death, or gifted to beneficiaries.
Comprehensive training produces an unusually competent professional who is uniquely qualified to define and evaluate the tangible and intangible assets of a business.
This involves obtaining appraisals, comparing them to similar situations, establishing risk factors and computing discounts.
To our new clients, we offer a one-hour complimentary consultation to evaluate your financial needs.
Comprehensive training produces an unusually competent professional who is uniquely qualified to define and evaluate the tangible and intangible assets of a business.
This involves obtaining appraisals, comparing them to similar situations, establishing risk factors and computing discounts.
To our new clients, we offer a one-hour complimentary consultation to evaluate your financial needs.
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