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DTA (formerly David Taussig & Associates, Inc.)

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Real Estate Investment FirmBondsConsultantsFinancial Services

About Us

DTA (formerly known as David Taussig & Associates) is a national public finance, development economics and clean energy bond consulting firm with offices in Newport Beach, Riverside, San Francisco, and San Jose, California, as well as in Dallas and Houston, Texas, and Raleigh, North Carolina.

Since our establishment in 1985, we have specialized in financing public infrastructure, facilities and services for thousands of private sector clients and public agencies throughout the United States. DTA’s experience in the formation of over 2,000 special districts and funding programs over the past 35 years, with bond authorizations exceeding $60 billion, has given us a perspective and level of skill that is unmatched in our industry.

The firm has also prepared hundreds of Fiscal Impact Reports (“FIRs”) and Economic Impact Analyses (“EIAs”) related to land development plans and projects. In addition, DTA is heavily involved in the establishment of public-private partnerships to fund municipal needs and in the implementation of Property Assessed Clean Energy (“PACE”) financing programs to finance energy-related improvements for new and existing development.

Please contact:

Nathan Perez
Managing Director
99 Almaden Blvd, Suite 875
San Jose, CA 95113
Phone: 1-800-969-4DTA
FAX: 949-480-0034
email: nate@financedta.com

Kelly Wright
COO
5000 Birch Street, Suite 6000
Newport Beach, CA 92660
Phone: 1-800-969-4DTA
FAX: 949-480-0034
email: kelly@financedta.com

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Rep/Contact Info

Nathan Perez
Managing Director

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