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Accounting Firm

David Thomas, CPA, Esq.

A San Diego accounting, law and wealth practice joining tax, estate planning and investment advice

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About David Thomas, CPA, Esq.

David Thomas, CPA, Esq. is a small San Diego practice that brings accounting, law and financial planning together, so clients deal with one point of contact for taxes, estate plans and investments. The firm is a registered investment adviser, and its founder is both a CPA and a lawyer.

Products and services

  • Tax planning and compliance: tax preparation and planning for individuals and businesses.
  • Estate planning: trusts, wills, powers of attorney and healthcare directives.
  • Financial planning and investment management: portfolio reviews and managed investments, with an affiliated adviser, Gradient Capital Advisors.
  • Business accounting: quarterly and annual financial statements, financial analysis and bookkeeping.

Clients

The practice serves individuals, families and business owners in San Diego.

Key facts

  • Based in: San Diego, California, USA
  • Founder background: Began at Ernst & Young on real estate clients, then consulted on financial reporting, internal controls and SEC filings before law school at the University of San Diego
  • Registration: Registered investment adviser
  • Languages: A team member speaks Korean

Profile written by TrustList from the business's own published information, Sep 2026.

Rankings

As of 2026-10-08. Organic ranks only; sponsored placements are never ranks.

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