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 developed a succession plan to make sure his clients are taken care of well after his career is complete.
Danny officially retired from Austin Wealth Management as an owner in January, 2020. He remains active as an advisor to the business and serves as a tax consultant by way of his accounting firm, DK Partners.
Background
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 retired as a partner at Austin Wealth Management in January, 2020. He remains active as a consultant to the firm and serves as a tax consultant to many clients by way of his accounting firm, DK Partners.
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.