Conrad M. Davis,
CPA/CFF, PFAC

Expert Testimony | Forensic Accounting | Fiduciary Services

Independent CPA with 37 years of experience providing accounting, tax, and expert testimony services, including CPA standard of care, economic damage calculations, and fiduciary services.

Phone: (916) 996-5627
Email: conrad@conraddaviscpa.com

 Qualifications

Experience

  • Decades of partner-level tax experience, including most recently with a Top 10 national CPA firm
  • Experience in litigated matters, including testimony in state and federal court and arbitration since 2004
  • Led complex tax engagements for large businesses throughout Northern California

Leadership

  • Served as West Coast Lead Tax Partner, Crowe LLP
  • Former Chair, California Society of Certified Public Accountants (CalCPA)
  • Held leadership roles with the American Institute of Certified Public Accountants (AICPA), including co-leading the update project for the 2010 Statements on Standards for Tax Services

Communication

  • Known for the ability to communicate complex financial and legal issues clearly in testimony, presentations, and written reports
  • Experience presenting complex matters in a manner that is understandable to non-specialist audiences, including judges and juries

Services

Expert Testimony

  • CPA standard of care
  • Economic damages
  • Tax-related matters

Forensic Accounting /
Litigation Support

  • Special accountings
  • Income projections
  • Dispute support

Fiduciary Services

  • Administration
  • Financial management
  • Court-related reporting

Credentials

  • Top 10 National Firm Partner CPA experience
  • Current Chair — CalCPA Professional Conduct Committee
  • Certified in Financial Forensics
  • Professional Fiduciary (PFAC)
  • Certified Fraud Examiner
  • Leadership roles — CalCPA, AICPA, IRS advisory committees
  • Member — AICPA Tax Executive Committee
  • Past Chair — IRS National Advisory Committees