Davis & Davi, CPAs

Davis and Davi CPAs, APC is a small CPA firm dedicated to providing our clients with professional, personalized services. We specialize in tax planning and preparation, consulting, forensic accounting business valuations, litigation services and trustee/executor services. We are conveniently located in downtown Monterey on Cass Street. Please feel free to contact us to discuss your personal situation. On this website, you will find information about Davis and Davi, CPAs, including our list of services. Whether you are an individual or business, Davis and Davi, CPAs has years of valuable experience that can assist you with your accounting needs. SERVICES: Tax Management Services At Davis & Davi, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently changed tax laws. Litigation Services/Business Valuation Davis & Davi CPAs, APC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and provide valuable assistance in your case. Resolve Tax Problems Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS & Franchise Tax Board may be asking of you. Accounting Services Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Bill Paying Tax Return Preparation We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Non-profit organizations - Gift *Tax effects of buying/selling a business *Tax effects of buying/selling real estate Trustee/Estate Administrator & Conservatorship Davis & Davi, CPAs offer highly personalized fiduciary services including trust administration, conservator of estate, conservator of person and receivership. We have substantial experience in financial planning, investment management, asset supervision, mechanisms to shift wealth within families, and the use of domestic trusts.

Address: 1010 Cass Street, Suite C-2, Monterey, CA 93940, USA

Phone: +1 831 649 1665
FAX: +1 831 649 1667