O’Sullivan, Davis & AssociatesCertified Public Accountants
Meet the team

Experience is most valuable when clients can reach the people who have it.

The practice is intentionally small and senior. The professionals listed here are the ones who review your work and answer your calls.

TO
CPA, CGMA, MBA

Tom O'Sullivan

Owner
tom@osucpa.com

Tom leads the practice and is directly involved in client relationships. His background spans accounting, taxation, and financial technology, including finance and billing leadership roles before founding the firm. He works with East Bay business owners, executives, and independent professionals whose business and personal financial decisions are closely connected.

Focus

Accounting, taxation, and technology

Education

  • Bachelor of Science, Business Administration — San Jose State University
  • Master of Business Administration — Notre Dame de Namur University

Professional and community memberships

  • Member, American Institute of CPAs
  • Member, California Society of CPAs — East Bay
  • Past President, California Society of CPAs — East Bay
  • Past Chair, Technology — California Society of CPAs — East Bay
  • Member, Rotary Club of Lafayette
  • Past Treasurer, Rotary Club of Lafayette
  • Member, Lafayette Chamber of Commerce
  • Past Member, Concord Chamber of Commerce
RG
CPA, Certified Financial Planner

Rex G. Davis

Associate

Rex combines CPA and Certified Financial Planner credentials, working across tax and personal financial planning. That pairing is central to how the firm looks at a return: the filing and the plan behind it are reviewed together.

Focus

Accounting, taxes, and financial planning

Education

  • Bachelor of Arts, Business Administration — Eastern Washington State University

Professional and community memberships

  • Member, American Institute of CPAs
  • Member, California Society of CPAs
  • Member, Montana Society of CPAs

Photography of the team and the Lafayette office will be added from firm-owned sources. We do not use stock portraits in place of the people who do the work.

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