Danny Davila III, CPA
Email: [email protected]
Danny is an entrepreneur, an innovative problem solver and a visionary businessman. His professional experience ranges from personal financial planning to forensic accounting and auditing the financial reports of large organizations. In the mid-1980s, Danny realized that the CPA professional was in an optimal position to provide critical financial guidance to families and businesses beyond tax advice. He has adapted his business over the years to meet the needs of his clients by recruiting specialists in accounting, tax, auditing, investments, insurance and general planning. He emphasizes personal relationships with his clients, allowing the firm to actively address their most important financial concerns and personal goals.
As a tax advocate, Danny has guided clients through many IRS audits over the past 30+ years. As an auditor, he has been responsible for auditing small to large corporate clients, government and non-profit entities.
In 2011, Danny merged his wealth management business with an Austin-based independent financial planning company to expand his capabilities into advanced investment analysis, insurance and risk management, estate planning, and goals-based cash flow planning. In doing so, he has developed a succession plan to make sure his clients are taken care of well after his career is complete.
– Kevin X. Smith (Danny’s Partner)
Danny is an Austin native. His father and mother were restaurant and bar owners in downtown Austin. Danny often worked in the kitchen and in various other capacities. He learned a lot about what it takes to be a small business owner as he participated in every facet of the family run businesses.
After graduating from high school, Danny went south to San Marcos and Texas State University (then Southwest Texas State) to earn his bachelor degree in business. Shortly thereafter he found an entry level accounting job in Austin, worked his way up, and several years later was offered a partnership position to begin running the business. Danny never looked back.
Well into his professional career, Danny attended the University of Texas to earn his Masters in Public Accounting to broaden his skill set as a business person and CPA. There he learned valuable lessons about adapting to the needs of his clients and developing talented people around him. Since then, his practice has blossomed into four distinct operations working together: wealth management, tax preparation, auditing and consultancy.
Danny remains active in all segments of the practice, focusing on developing client relationships, continuing to adapt to a changing marketplace, and providing a wholesome environment in which to work.
Danny and his wife Lucy are native Texans and have lived in the Austin area their entire lives. They have one son, Daniel Davila IV, who is a graduate of Texas A&M University, College Station. Lucy now lives the good life after spending 30+ years working for the Texas state government.
Favorite Austin Places
Downtown Business District
Any Good Tex-Mex Place