We Know Your Industry Well Enough To Speak The Same Language.
We closely follow all of the trends, challenges and opportunities that impact your industry. Partner with our industry experts to support your goals now and into the future.
Real Estate
Real Estate
Construction
Construction
Technology
Technology
Nonprofit
Nonprofit
Hospitality
Hospitality
Professional Service
Professional Service
Manufacturing
Manufacturing
Wholesale & Distribution
Wholesale & Distribution
Long Term Assets That Build Wealth
Restructure and streamline real estate transactions, from purchase and leasing agreements to like-kind exchanges. Reduce tax impact through cost segregation studies and plan ahead with operational forecasting or succession and estate planning.
Long term Assets That Build Wealth
Restructure and streamline real estate transactions, from purchase and leasing agreements to like-kind exchanges. Reduce tax impact through cost segregation studies and plan ahead with operational forecasting or succession and estate planning.
Building Now For The Future
Gain support for job costing, debt management and controlling your labor expenses. Improve your competitive position and cash flow to maintain and invest in equipment.
Building Now For The Future
Gain support for job costing, debt management and controlling your labor expenses. Improve your competitive position and cash flow to maintain and invest in equipment.
Innovation For What’s Next
Choose the right entity structure, financing options and tax minimization strategies to streamline your R&D and accelerate growth. Learn from our experts right here in Silicon Valley.
Innovation For What’s Next
Choose the right entity structure, financing options and tax minimization strategies to streamline your R&D and accelerate growth. Learn from our talented professionals right here in Silicon Valley.
Community Needs With A Mission
Pursue your mission by applying real solutions for operational and financial challenges, including fiscal transparency. Implement the best practices to maximize your limited resources while managing compliance issues.
Community Needs With A Mission
Pursue your mission by applying real solutions for operational and financial challenges, including fiscal transparency. Implement the best practices to maximize your limited resources while managing compliance issues.
Anchors To The Local Economy
Design the concept, structure the deal and project revenues. Matching the most strategic supports to align with the unique needs and operational challenges of hotels, restaurants, leisure and entertainment venues.
Anchors To The Local Economy
Design the concept, structure the deal and project revenues. Matching the most strategic supports to align with the unique needs and operational challenges of hotels, restaurants, leisure and entertainment venues.
Servicing Client Needs 24/7
Expand your financial position and potential for continued growth with smart succession planning. Get partners on the same page by implementing best practices and solutions for practice management.
Servicing Client Needs 24/7
Expand your financial position and potential for continued growth with smart succession planning. Get partners on the same page by implementing best practices and solutions for practice management.
Production Built On Efficiency
Build a healthy enterprise through comprehensive tax, compliance and advisory support, including R&D eligibility analysis or other tax incentives. Improve cash flow and support growth opportunities with an efficient back office.
Production Built On Efficiency
Build a healthy enterprise through comprehensive tax, compliance and advisory support, including R&D eligibility analysis or other tax incentives. Improve cash flow and support growth opportunities with an efficient back office.
Supply Chain & Beyond
Get support for inventory management, timely expansion and real estate investment decisions. Analyze and target customer and vendor risks to support logistics and cash flow.
Supply Chain & Beyond
Get support for inventory management, timely expansion and real estate investment decisions. Analyze and target customer and vendor risks to support logistics and cash flow.
Real Estate
Real Estate
Construction
Construction
Technology
Technology
Nonprofit
Nonprofit
Hospitality
Hospitality
Professional Service
Professional Service
Manufacturing
Manufacturing
Wholesale & Distribution
Wholesale & Distribution
Long term Assets That Build Wealth
Restructure and streamline real estate transactions, from purchase and leasing agreements to like-kind exchanges. Reduce tax impact through cost segregation studies and plan ahead with operational forecasting or succession and estate planning.
Long term Assets That Build Wealth
Restructure and streamline real estate transactions, from purchase and leasing agreements to like-kind exchanges. Reduce tax impact through cost segregation studies and plan ahead with operational forecasting or succession and estate planning.
Building Now For The Future
Gain support for job costing, debt management and controlling your labor expenses. Improve your competitive position and cash flow to maintain and invest in equipment.
Building Now For The Future
Gain support for job costing, debt management and controlling your labor expenses. Improve your competitive position and cash flow to maintain and invest in equipment.
Innovation For What’s Next
Choose the right entity structure, financing options and tax minimization strategies to streamline your R&D and accelerate growth. Learn from our talented professionals right here in Silicon Valley.
Innovation For What’s Next
Choose the right entity structure, financing options and tax minimization strategies to streamline your R&D and accelerate growth. Learn from our talented professionals right here in Silicon Valley.
Community Needs With A Mission
Pursue your mission by applying real solutions for operational and financial challenges, including fiscal transparency. Implement the best practices to maximize your limited resources while managing compliance issues.
Community Needs With A Mission
Pursue your mission by applying real solutions for operational and financial challenges, including fiscal transparency. Implement the best practices to maximize your limited resources while managing compliance issues.
Anchors To The Local Economy
Design the concept, structure the deal and project revenues. Matching the most strategic supports to align with the unique needs and operational challenges of hotels, restaurants, leisure and entertainment venues.
Anchors To The Local Economy
Design the concept, structure the deal and project revenues. Matching the most strategic supports to align with the unique needs and operational challenges of hotels, restaurants, leisure and entertainment venues.
Servicing Client Needs 24/7
Expand your financial position and potential for continued growth with smart succession planning. Get partners on the same page by implementing best practices and solutions for practice management.
Servicing Client Needs 24/7
Expand your financial position and potential for continued growth with smart succession planning. Get partners on the same page by implementing best practices and solutions for practice management.
Production Built On Efficiency
Build a healthy enterprise through comprehensive tax, compliance and advisory support, including R&D eligibility analysis or other tax incentives. Improve cash flow and support growth opportunities with an efficient back office.
Production Built On Efficiency
Build a healthy enterprise through comprehensive tax, compliance and advisory support, including R&D eligibility analysis or other tax incentives. Improve cash flow and support growth opportunities with an efficient back office.
Supply Chain & Beyond
Get support for inventory management, timely expansion and real estate investment decisions. Analyze and target customer and vendor risks to support logistics and cash flow.
Supply Chain & Beyond
Get support for inventory management, timely expansion and real estate investment decisions. Analyze and target customer and vendor risks to support logistics and cash flow.
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42 West Campbell Avenue
Third Floor
Campbell, California 95008
Third Floor
Campbell, California 95008
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
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
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
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