Business Details
35 Years
experience
Trusted Accounting Services in Woodland Hills & Santa Monica, CA
Haskell & Davis, CPA has been a trusted name in accounting since 1991, founded by former Ernst & Young professionals David Haskell and Gregory Davis. Our firm specializes in delivering personalized financial guidance to individuals and businesses across Southern California, with expertise spanning tax planning, audits, financial statements, and business management services. With two offices in Woodland Hills and Santa Monica, we prioritize proactive client relationships, combining over 70 years of collective experience to address complex financial needs.Our team of seasoned CPAs and advisors serves high-net-worth individuals and diverse industries, including real estate, healthcare, and entertainment, ensuring tailored solutions aligned with evolving regulatory landscapes. We emphasize transparency, ethical standards, and long-term client partnerships, leveraging advanced tools and methodologies to optimize financial outcomes.
Services
Tax Management
Audits
Financial Planning
IRS Representation
QuickBooks Assistance
Estate Planning
Payroll Services
Business Valuation
Forensic Accounting
Entity Selection
Details
- Year established: 1991
Highlights and features
- We offer over 70 years of combined experience in accounting and financial advisory services.
- Our team provides personalized guidance tailored to high-net-worth individuals and diverse industries.
- We prioritize proactive financial strategies to align with long-term client goals.
- Our firm maintains transparency and ethical standards in all client interactions.
- We serve clients from two convenient locations in Southern California.
Services
Tax Management Services
Haskell & Davis, CPA guides clients through tax planning and preparation, minimizing liabilities while maximizing cash flow. Our expertise spans individual and business returns, IRS audits, and entity restructuring. We leverage updated knowledge of tax laws to optimize strategies for long-term financial goals, ensuring compliance and efficiency for high-net-worth individuals and corporations.
Audits, Reviews, and Compilations
We provide all assurance levels for financial statements, including audits, reviews, and compilations. Our audits confirm accuracy for third-party stakeholders, while reviews offer limited assurance. Compilations focus on internal reporting. These services ensure transparency and reliability, supporting informed decision-making for businesses and regulatory compliance.
Estate and Trust Planning
Our estate planning services help clients navigate complex tax laws to transfer assets efficiently. We design strategies to minimize tax burdens and ensure smooth succession for individuals and businesses. This includes trust creation, wills, and tax-efficient distribution plans, providing peace of mind for families during transitions.
IRS Representation
Haskell & Davis, CPA offers professional representation during IRS audits, resolving issues with tax authorities. We advocate for clients to reduce penalties and streamline communications. Our team ensures accurate documentation and strategic responses, mitigating stress and financial risks associated with audits or disputes.
Business Valuation
We analyze business valuations for mergers, acquisitions, or succession planning. Our assessments consider market trends, financial health, and industry-specific factors. This service supports informed decisions for selling, buying, or restructuring businesses, ensuring fair valuation aligned with strategic objectives.
People
David Haskell
Senior Partner
David Haskell, CPA, co-founded Haskell & Davis after earning an MBA from UCLA. With over 30 years in tax and accounting, he specializes in business advisory services, leveraging expertise from Arthur Young & Company to serve high-net-worth clients and corporations.
Gregory J. Davis
Senior Partner
Gregory Davis, CPA, brings decades of experience in tax and financial planning. A former Arthur Young tax manager, he focuses on business management and investment strategies, holding certifications including Personal Financial Specialist and Series 7 Securities License.
Shannon L. Deck
Managing Partner
Shannon Deck, CPA, MST, leads the Woodland Hills office. Specializing in taxation and high-net-worth families, she previously worked at Moss Adams LLP and Rose Snyder & Jacobs, LLP, before joining Haskell & Davis in 2014.
Questions
What services does Haskell & Davis, CPA offer?
We provide tax planning, audits, financial advisory, IRS representation, estate planning, and business valuation services for individuals and businesses.
Are you specialized in specific industries?
Yes, we serve real estate, healthcare, entertainment, aerospace, and professional services, among others.
Do you offer IRS audit support?
Yes, we provide professional representation and guidance during IRS audits to minimize liabilities.
How can I access financial tools?
Our website offers downloadable tax forms, calculators, and resources for financial decision-making.
Where are your offices located?
We have offices in Woodland Hills and Santa Monica, CA, serving Southern California clients.
