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About Us

About Our Firm

Since 1991, Haskell & Davis, CPA has been providing personalized financial guidance to local individuals and businesses. Haskell & Davis, CPAs expertise ranges from basic tax and accounting services to more in-depth services such as audits, financial statements, financial planning and business management services. We have two offices, one in Santa Monica and one in Woodland Hills.

Our approach to client service is proactive versus reactive. We work closely with our clients to help them meet their current and long term goals. We pride ourselves on being valued as a trusted advisor by our clients and focus on sustaining long term relationships.

Haskell & Davis, CPA is one of the leading firms in and throughout Southern California. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned professionals, staff retention and work ethic is the reason our client base returns year after year.

Our Mission

We take the business of our clients personally, by providing the same quality of service we expect from our own professional advisors.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Haskell & Davis, CPA is dedicated to meeting these goals with high standards of excellence and professionalism.

We have been a staple of the Southern California business community for years, and pride ourselves on the level of esteem we have earned. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Haskell & Davis, CPA receive competent and timely advice.

Our Team

David Haskell, CPA

Senior Partner of the Santa Monica Office,

David Haskell received a Bachelor of Arts in Philosophy degree from the University of California at Berkeley in 1975. In addition, Mr. Haskell received a Masters of Business Administration degree from the University of California at Los Angeles in 1980. Mr. Haskell's M.B.A. degree was earned with an emphasis in Accounting and Information Systems. He is an active member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Mr. Haskell worked as the Manager of Grants Accounting for the City of Santa Monica between his undergraduate and graduate studies. Upon completion of his graduate studies, Mr. Haskell accepted a tax CPA position with Arthur Young & Company in their Los Angeles office. During the three years Mr. Haskell worked for Arthur Young & Company, he was exposed to a wide variety of the firm's clientele, including multinational and entertainment companies in increasingly challenging assignments.

David left Arthur Young & Company to form his own private accounting firm in 1983.

In 1991, Mr. Haskell joined Gregory J. Davis in practice as Haskell & Davis, CPA. Their combined technical resources allow the firm to provide sophisticated business, tax and accounting services to a select group of clients and advisors who appreciate a high level of personal attention.

In more than thirty years of practice, Mr. Haskell has advised numerous businesses in the areas of tax, accounting and general business management matters.

Gregory J. Davis, CPA

Senior Partner of the Woodland Hills Office

Greg Davis received a Bachelor of Science in Accounting degree from Loyola Marymount University in May 1980. He is a member of the California State Society of CPAs and the American Institute of Certified Public Accountants ("AICPA"). He holds the Personal Financial Specialist (PFS) designation from the AICPA. In addition, he holds a Series 7 Securities License and is a Registered Investment Advisor Representative. Mr. Davis is also a Licensed Life Insurance Agent.

Mr. Davis spent the first six years of his career as a Tax Manager with Arthur Young & Company's Entrepreneurial Service Group. This select division afforded him the opportunity to work on a vast array of projects given the diversified make-up of his entrepreneurial clients, their industry classifications, and stages of business evolution.

Greg spent the next five years with a diversified financial services marketing organization owned by IDS American Express where he served as Senior Vice President and Director of Financial & Tax Planning.

Mr. Davis' long-term exposure with closely held business owners and investor groups ultimately resulted in his decision to join David Haskell in practice. In 1991 they formed Haskell & Davis, CPA. Their combined technical resources allow the firm to provide sophisticated business, tax and accounting services to a select group of clients and advisors who appreciate a high level of personal attention.

In more than thirty years of practice Mr. Davis has advised numerous businesses in the areas of tax, accounting, financial planning, general business management, entity selection, sales, mergers, acquisitions and financing matters.

Shannon L. Deck, CPA, MST

Managing Partner

Shannon Deck received a Bachelor of Science in Accountancy from California State University, Northridge in 2005. In addition, Ms. Deck received a Master’s of Science in Taxation in 2010, also from California State University, Northridge. Ms. Deck spent a year abroad to study International Business, with a focus on Accounting, at the Universiteit of Twente in the Netherlands. She is an Advisory Board Member at the Bookstein Institute for Higher Education in Taxation and actively involved with Accounting and Taxation alumni on campus at California State University, Northridge.

During college Ms. Deck did a few internships at local tax firms, and was the lead intern in The Walt Disney Property Tax Department, overseeing the entire intern staff pool and working on complex tax audits. After college she worked as a Senior Accountant with Moss Adams LLP, working on high net worth individuals and their closely held businesses. During the next several years she worked as a Tax Manager at Rose Snyder & Jacobs, LLP, handling the firm’s largest clients; specializing in partnership law, real estate and complex transaction planning.

Ms. Deck joined Haskell & Davis, CPA as a Tax Consultant in January of 2014, and after merging her practice in, she is now the Managing Partner at the Woodland Hills location. Her areas of specialization include taxation, accounting, high net worth families and their closely held businesses, flow-through entities (with emphasis on partnership taxation), planning, and general business/financial matters.

Janet B. Sikiyan, CPA, MST 

Tax Matters and Controversy Partner

Janet Sikiyan received a Bachelor of Science in Accountancy from California State University, Northridge in 1992. She then pursued and received a Master’s of Science in Taxation in 2006 from Golden Gate University. Her certifications include the following:      

  • American Institute of Certified Public Accountants(AICPA), member  
  • California Society of Certified Public Accountants (CalCPA), member  
  • American Society of Certified Tax Problem Solvers (ASTPS), Gold and Bronze member     

     

    Ms. Sikiyan has over 25 years of experience in tax compliance and tax resolution/controversy.  She provides tax services and consultation to clients in a variety of industries, including manufacturing, professional services, real estate, and restaurants, among others.  Ms. Sikiyan’s expertise in tax controversy defense enables her to provide optimal solutions for clients with tax problems, sometimes reaching favorable settlements significantly lower than the outstanding liabilities.  Ms. Sikiyan prides herself on maintaining confidentiality.  

       

    Prior to joining Haskell & Davis, Ms. Sikiyan spent 20 years as a Senior Tax Manager at a local CPA firm in the San Fernando Valley campaigning and spearheading the Tax Resolution department of her firm.  Other areas of expertise include consulting and managing high net worth individuals and their closely held businesses with an emphasis in flow through entities.  Ms. Sikiyan has a commitment to providing superior client service with a thorough and detail-oriented approach.  

       

  • David J Lazar, CPA, MBA  

    Tax Compliance Director

    David Lazar received a Bachelor of Science in Accountancy from Binghamton University (NYS) in 1992.  In addition, Mr. Lazar received a Master of Business Administration in Finance from New York University in January 2001.

    Mr. Lazar has been a CPA since 1995 & has over 27 years of experience in tax compliance at firms including Spritzer Kaufman LLP (Partner), Ernst & Young (Senior Tax Manager) & The Blackstone Group (VP Tax).  Mr. Lazar has extensive tax compliance experience in many areas including Pass-Through entities (mostly Partnerships), High Net Worth Individuals and REITS. 

    Mr. Lazar joined Haskell & Davis in July 2020 after recently relocating from New York City.  Until June 2020, Mr. Lazar was a lifelong New York State resident. 

    Robert A. Morin, CPA (Of Counsel)

    Robert Morin was the sole owner of Robert A. Morin, CPA for over 45 years. In 2019, Mr. Morin merged his firm with Haskell & Davis, CPA and has enjoyed the opportunity to grow his practice with the help and support of the experienced CPAs he works with. Mr. Morin received his Bachelor of Science in Business Administration with a major in Accounting and a minor in French from the University of Arizona in May 1967. He was certified as a California Certified Public Accountant in 1972 and as a Personal Financial Planner in 2016. Mr. Morin worked eleven years with the Federal Government in the Government Accountability Office (GAO) and the Department of Energy. Afterward, he worked two years in corporate and public accounting and established a private practice in February 1974. 

    Rinal Gadhia, CPA

    Rinal Gadhia received a dual Bachelor of Science in Accounting and International Business degrees from Widener University in Chester, Pennsylvania in 2007. Ms. Gadhia became a full-time Staff Accountant with Haskell & Davis, CPA in November 2008.

    Ms. Gadhia has worked on increasingly challenging assignments involving a wide variety of the firm's clients. These assignments have included the audit and review of financial statements, preparation of business and individual tax returns, extensive general ledger accounting work and United States-International tax compliance.

    Based upon her ability to handle complex accounting assignments that include significant client interface, Ms. Gadhia has advanced to become a Senior Accountant with Haskell & Davis, CPA. Ms. Gadhia is fluent in the English, Hindi and Gujarati languages and is qualified to assist foreign clients with complex United States tax issues.

    Ximeng Zhang

    Ximeng Zhang received a Bachelor of Science in Accounting degree from Nanjing University of Aeronautics and Astronautics in China in 2010. In addition, Ms. Zhang received a Master’s of Accountancy degree from Case Western Reserve University in Cleveland, Ohio in 2012.

    During college Ms. Zhang did a few internships in commercial banking, global automotive manufacturing and at a local CPA firm. She worked on audit projects and reported on client’s financial performance on an IPO when she interned in Ascenda CPA firm.

    Ms. Zhang joined Haskell & Davis, CPA in July 2012 as a staff accountant. She works on the preparation of tax returns, general bookkeeping and performs various assurance services. Ms. Zhang speaks fluent Mandarin and assists foreign clients with their various tax issues.

    Martha Mallory

    Office Manager

    Martha graduated Magna Cum Laude from Lake Forest College in Chicago, Illinois in 2014. She has a Bachelors of Arts with high honors in Economics and minors in English Literature and Art History. Prior to joining our team, Martha enjoyed working for a private financial planning firm in North Chicago before moving back to her home state, California.  There she worked as the Office Manager for Robert A. Morin, CPA, a private accounting firm based out of Burbank. As the office manager and head of HR at Haskell & Davis, CPA, Martha has implemented many new administrative procedures to improve office efficiency and to help the firm’s valued CPAs focus on their client’s needs. Martha looks forward to taking the CPA exam in the summer of 2020 after working hard for the past several years taking night classes in accounting at Glendale Community College.  

    Cindy Paz

    Administrative Manager

    Cindy Paz joined Haskell & Davis, CPA in December 1994 as a staff accountant. Cindy serves as office manager and is also responsible for performing much of the daily bookkeeping and business management services for our clients.

    Elsa Gonzales

    Elsa Gonzales joined Haskell & Davis, CPA in February 1997 as a staff accountant. Elsa is responsible for coordinating much of the daily bookkeeping, business management services and special project work for our clients.

    • Haskell & Davis, CPA
    • 21731 Ventura Blvd, Suite 200
    • Woodland Hills, CA 91364
    • Telephone: (818) 990-2490
    • Fax: (818) 990-2494

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