Dave Davis, CPA
Review my background on FINRA's BrokerCheck
Dave Davis, CPA
Review my background on FINRA's BrokerCheck
“I’m passionate about building relationships.”
I joined Johanson & Yau in 1980 and became a Partner in 1986. I held the role of Managing Partner from 2012 to 2023, leading the management of and strategic initiatives related to our people, operations and business performance.
I provide accounting, tax planning and general business consulting services on behalf of individuals, executives and owner-managed businesses across a wide range of industries. And as a financial advisor with extensive tax experience, I work directly with individuals and families to understand their aspirations and goals to achieve our mission of financial peace of mind.
My wife and I live in Willow Glen. In my free time, you can find me catching up with my daughters and friends, and enjoying an occasional golf game.
SERVICES
Business Advisory
Client Accounting Services
Employee Benefit Plan Audits
Estate Planning
Financial Statements
International Tax
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Hospitality
Manufacturing
Nonprofit
Professional Service
Real Estate
Technology
LICENSES
FINRA Series 7 & 66
California Insurance License #0E01220.
Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
COMMUNITY INVOLVEMENT
San Jose Rotary Club
San Jose Sports Hall of Fame, Former Board Member
BKR International – Worldwide, Board Member
EDUCATION
Bachelor of Science – Business Administration (Accounting), San Diego State University
Third Floor
Campbell, California 95008
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603. Sam Cannon, CFP® – CA Insurance #OM31534. Laura Lin, CPA – CA Insurance # 4187051
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