O'Sullivan, Davis & Associates helps East Bay business owners, professionals, and families connect tax strategy, accounting insight, and long-term planning—so the decisions made today support what comes next.
Accounting, financial reporting, and cash-flow visibility so ownership decisions rest on numbers you trust.
See what this includesIndividual and business tax preparation supported by forward-looking planning rather than April arithmetic.
See what this includesPersonal financial planning for professionals, owners, and families — retirement, education funding, risk, and legacy.
See what this includesRetirement, succession, and estate-related tax considerations, planned across years rather than weeks.
See what this includesEfficient, discreet help resolving notices and balances with the IRS or California agencies.
See what this includesThe firm is led by Tom O’Sullivan, CPA, CGMA, MBA, and works with a small, senior team. Clients speak with the professionals doing the work.
Meet the teamFocus: Accounting, taxation, and technology.
Focus: Accounting, taxes, and financial planning.
O'Sullivan, Davis & Associates serves East Bay business owners, professionals, and families from Lafayette, California.
Partnerships, S corporations, and closely held companies where the owner's return and the company's books are the same conversation.
Equity compensation, multi-state income, and side ventures that complicate an otherwise straightforward return.
Households coordinating education funding, property, and household cash flow alongside annual filing.
Timing, account sequencing, and the tax effect of stopping work — modeled before the date is set.
Estate and trust tax considerations, coordinated with the attorney who drafts the documents.
Owners readying a sale, a succession, or a wind-down who need clean records and a tax model of the outcome.
Entity selection, opening balance sheets, and the tax elections that are easiest to get right at the beginning.
Not every client engages the firm at every stage; services are scoped to the situation.
A short conversation about the decision or deadline in front of you.
You speak with a CPA, not an intake queue.
A clear engagement scope and a secure request for the documents needed.
We walk through what the numbers show and the decisions that follow.
Ongoing guidance for clients whose situations keep moving.
Owner compensation, distributions, and entity choice rarely stop at the company's return. A short guide to the personal consequences worth modeling first.
State-level rules frequently drive the outcome more than the federal return. What Lafayette and East Bay owners should review each year.
Winding down, selling, or handing over — the tax and cash-flow sequence matters as much as the date on the calendar.
Serving Lafayette and the surrounding East Bay communities from the foot of Mount Diablo.
Start a conversation with O'Sullivan, Davis & Associates about the business, tax, family, or long-term transition taking shape now.