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← Back to Top 30 Bookkeepers in the San Francisco-Oakland Area, CA (2026)Sharma Davis Madan & Co.
Evidence Score 26/100 at 83% evidence coverage 26 of 30 on the San Francisco-Oakland area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Sharma Davis Madan & Co. | home page Oct 6, 2026 | |
| Website | https://sdmcpas.com/ | home page | |
| Office locality | Pleasanton, CA | home page | |
| Phone | +15102780915 | home page | |
| Offers bookkeeping | Documented: ...return preparation to comprehensive, long-term tax planning. Accounting and Bookkeeping Book A Consultation Our accounting services make it easier to track your finances... | home page | |
| AP / AR | Documented: ...Accounting & Bookkeeping Services include: Professional bookkeeping Payroll processing Accounts payable and receivable Cash flow tracking Bank and credit card reconciliations... | /accounting-bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...out how our services can work to your advantage. Accounting & Bookkeeping Tax Services Payroll Our Introduction Founded in 2002, Sharma Davis Madan & Co. is based in Pleasanton... | home page | 4 pts (max 4) |
| Software supported | QuickBooks | /accounting-bookkeeping | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Daven S. Sharma · CPA (self-reported to the IRS, not a state license) · business name on the record: Sharma Davis Madan & Co. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...reduce costs, and improve financial clarity. Our Accounting & Bookkeeping Services include: Professional bookkeeping Payroll processing Accounts payable and receivable Cash flow... | /accounting-bookkeeping | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Sharma Davis Madan & Co.' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Daven S. Sharma under the business name 'Sharma Davis Madan & Co.' in Pleasanton, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Sharma Davis Madan & Co.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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