Visit website ↗ daveassociatesinc.com
About
Dave & Associates, Inc. provides a broad range of financial, tax, and accounting services to individuals, small businesses, and other organizations. Their offerings for individuals include personal financial planning, retirement planning, estate planning, elder care support, and wealth management. The firm also provides business services such as small business accounting, bookkeeping, payroll support, part-time CFO services, audits, cash flow management, business valuation, and advisory support. They offer tax services for individuals and businesses, including tax preparation, planning, estate and trust tax, cryptocurrency accounting, and tax relief. They also provide QuickBooks setup, training, tune-ups, and support.
At a glance
Software QuickBooks
Serves Davis, CA
Phone 916-317-9328
✓ Licence verified — CA-BAY
registry, no. 1222 Built from the firm's public website · last checked Aug 2026 Work here? Claim this profile