Robert W. Davis CPA

Tax Preparation | Estate Planning | Accounting | Business Valuation

Serving San Diego Since 1986

Individual Services

We help you plan for your future while maximizing your financial resources.

Most people employ their accountant only once a year to prepare their tax returns.

However, in addition to getting the best possible deductions, a capable accountant can also

  • Evaluate assets
  • Provide valuable financial information
  • Give you the big picture of your financial landscape
Individual Services
  • Individual Tax Returns
  • Tax Forecasts and Projections
  • Assessment of Financial Planning Goals
  • Breakdown of Capital Gains Situations
  • Analysis of Real Estate Transactions
Complimentary Consultation

To our new clients, we offer a one-hour complimentary consultation to evaluate your financial needs.

Our intent is to empower you with the information you need to help you start planning for a more prosperous financial future.

Please call (760) 434-7762 for your free consultation.