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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TrustList summary

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

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

Rankings

David Thomas, CPA, Esq. is ranked on 1 TrustList ranking at #32.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. David Thomas, CPA, Esq. has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#32of 25
San diego
Its profile: “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.”
Of the 25 here, 31 also cover tax and 25 also cover accounting; 12 also work in California and 3 also work in Los Angeles.
Behind Correia & Associates, ahead of dbbmckennon LLC.

As of 2026-10-31. Organic ranks only; sponsored placements are never ranks. How TrustList ranks