Sales and Use Tax Experts
that Deliver Results.
Get Peace of Mind With Us in Your Corner.
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Rely on the experts at McClellan Davis, LLC for your sales tax return preparation, so you can focus on your core income producing competencies.
McClellan Davis® sales tax specialists are sales tax return preparation experts that have top-tier credentials in the sales and use tax industry! Sales tax compliance and return preparation is a time consuming and tedious endeavor even if your business does not sell interstate; it can be even more complex if you do. Existing in-house staff requires frequent updates and training to keep up with the latest filing requirements and changes to the applicable tax rates and laws. It is more cost-effective and efficient to outsource these tasks to our experts. For mid-sized and large companies, our compliance and return programs provide a significant cost-savings opportunity for your business.
Our Results
Reduction: $187,000 (100% Reduction)
Reduction: $626,873.37 (100% Reduction)
Reduction/Refund: $164,605.25 (100% Reduction + Refund)
Reduction/Refund: $950,000 (100% Reduction + Refund)
Refund: Over $1,000,000 to date
Reduction: $5,034,245 (99% Reduction)
Reduction: $13,876,785.41 (94% Reduction)
Our Services
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Audit
Management -
Refund Claims &
Reverse Audits -
Litigation
Support -
Settlements &
Compromises
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Compliance &
Nexus Studies -
Vessel, Aircraft and
RV Exemptions -
Construction
Services -
Research, Training,
and Partnering
About Us
Our two managing principals have a unique combination of training, experience and accomplishments.
Dan Davis, CPA
MBA (Taxation), CPA, CFE, FCPA, has practiced in the tax field for over 35 years. His career started with the California State Board of Equalization, where he worked as a senior sales tax auditor, branch office supervisor, and district audit reviewer. In addition to nearly two dozen articles, Dan has written two major reference books on sales and use tax matters.
Jesse W. McClellan, Esq.
is among a very limited group of individuals in the sales and use tax consulting profession that can draw upon the knowledge and experience that comes from being a licensed attorney and a former state sales and use tax field auditor. Jesse graduated third in his class at Lincoln Law School of Sacramento and with honors from San Diego State University with a Bachelor of Science degree in Finance.
Testimonials
“I would like to take this opportunity to thank you and your staff for all of you efforts and professionalism in handling my audit with the State Board of Equalization. The future of my business was at stake due to the size and complexity of the tax burden that was weighing on my shoulders, and it feels like the weight of the world has been lifted. I will always be indebted to you and your staff and would recommend your firm to anyone having an issue with the State Board.”