Paul Helfman, President

Paul Helfman is the president and one of the founding owners of Helfman Davis & Associates. Paul has 32 years of experience in public accounting in the tax, audit, estate and trust areas. He has experience working with closely-held businesses in industries that include manufacturing, retail, wholesale, real estate, law firms, doctors, and technology.

Paul received his Bachelor of Science degree from the University of California, Los Angeles in 1984 and is a Certified Public Accountant licensed in the state of California. He worked for the Big 4 accounting firm Deloitte in Costa Mesa, CA for five years before moving to New York City to work at local firms until 1993 when he started his own practice.

Paul has also completed the certificate program at California State University, Fullerton for professional fiduciary management for trustees in August 2010, and is a professional trustee.

He is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, and the Professional Fiduciary Association of California. He holds a California insurance license.

Paul and his wife, Marci, enjoy spending time with their three sons, watching movies, and traveling.

Scott Davis, Founding Owner

Scott Davis is a founding owner of Helfman Davis & Associates. Scott has over 25 years of experience in tax and public accounting. He provides tax planning and handles most of the IRS audits for the firm. He has extensive experience with high net worth individuals, family owned businesses and small to midsize corporations.

Scott Davis is an Enrolled Agent with the IRS and received his education from Moorhead State University in Moorhead, MN.

Scott and his wife, Lori, enjoy spending time with their daughter and son.