Haskell & Davis CPA

At Haskell & Davis, CPA, we are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our team of experts is committed to maintaining high standards of excellence and professionalism in everything we do.

Our History

Haskell & Davis, CPA was established in 1991 when two former Ernst & Young alumni merged their collective talents and formed a CPA firm committed to providing a high level of personal and professional service to their clients. Together, the two founding partners have over seventy years of business experience. We take the business of our clients personally, by providing the same quality of service we expect from our own professional advisors.

Our Services

We are a full-service accounting firm offering a wide range of services to individuals and businesses. Our services include:

• Tax Planning and Preparation: We help our clients navigate the complex tax landscape and ensure they are taking advantage of all available deductions and credits.

• Audit and Financial Statement Services: We provide a variety of audit and financial statement services, including financial statement audits, reviews, and compilations.

• Business Management Services: Our team can assist with all aspects of business management, from budgeting and forecasting to financial planning and strategic decision-making.

• Retirement Planning and Estate Planning: We help our clients plan for their future by providing guidance on retirement and estate planning strategies.

• Insurance Planning: Our team can help you navigate the complex world of insurance planning, including life insurance, disability insurance, and long-term care insurance.

Our Team

Our team of experts is dedicated to providing personalized service and guidance to our clients. We have a variety of clients, including individuals, C corporations, S corporations, partnerships, limited liability companies, trusts, estates, exempt organizations, and foreign trusts. Many of our clients are high net worth individuals with closely held businesses. Some of the industries we provide services to include real estate, distribution, financial services, health care, aerospace, entertainment, and professional services, in addition to others.

Our Mission

We take the business of our clients personally, by providing the same quality of service we expect from our own professional advisors. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Haskell & Davis, CPA is dedicated to meeting these goals with high standards of excellence and professionalism.

Why Choose Us

We have been a staple of the Southern California business community for years, and pride ourselves on the level of esteem we have earned. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Haskell & Davis, CPA receive competent and timely advice.