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Welcome to McClellan Davis®, LLC. Your complete sales and use tax resource, where you can count on experience, integrity, and results.
Since 1980 McClellan Davis, LLC has represented thousands of clients, from sole proprietors to multinational corporations, including virtually every type of business that is subject to sales or use tax.
Whether you’re looking for a sales tax attorney, professional help with a California Department of Tax and Fee Administration (CDTFA, formerly the Board of Equalization) sales tax audit, audit management, defense or appeals, claim for refund, reverse audit, or sales tax compliance and exposure analysis, our sales tax specialists will provide the expertise you need.
If we don’t think we can save you money, we won’t take your case.
All of our sales tax consultants are very well qualified; many are former state sales and use tax auditors. Having a sales tax expert on your side provides a powerful advantage when dealing with sales and use tax agencies.
Whether your business just has a few sales tax questions regarding a recent CDTFA or other tax agency sales tax audit selection, has already been assessed a liability and is seeking sales tax audit appeal representation, is seeking a sales or use tax refund, or requires in-depth solutions to tax compliance issues, we can help.
Our sales tax experts and sales tax attorneys offer sales tax help to businesses operating in every applicable state. Our sales tax attorneys and sales tax consultants provide our clients with sales tax help that provides peace of mind when facing a sales and use tax liability.
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Our Services
Audit Management
Refund Claims & Reverse Audits
Appeals
Litigation Support
Settlements & Compromises
Compliance & Nexus Studies
Vessel & Aircraft Exemptions
Research & Training
Personal Liability Services
Partnering with Professionals
Sales Tax Resturns
Construction Contractor Services
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Client Reviews
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Meet the Northern California Team
Jesse McClellan, Esq.
Managing Sales Tax Attorney
Dan Davis, MBA, CPA, CFE
Co-Founder
James Dumler, CPA
Partner
Lucian Khan
Attorney at Law
Mitchell Stradford
Senior Sales Tax Specialist
Meet the Southern California Team
Melissa Clark
Sales Tax Attorney
Stephen Stafford, CPA
Sales Tax Specialist
Ted Matthies, CMI
Sales Tax Specialist
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Our Results
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Legal Disclaimer: The case results presented on this webpage are not a guarantee that the same or similar result will be obtained in every matter accepted by our firm. Case results can and do vary depending on a number of factors. You should not assume that the same or similar result as those presented above will be obtained for you or your client’s case.
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