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DTA (formerly David Taussig & Associates, Inc.)

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Real Estate Investment FirmBondsConsultantsFinancial Services

About Us

DTA, formerly David Taussig & Associates, is a national public finance consulting firm with offices in Newport Beach, San Jose, San Francisco, and Riverside, California, as well as Dallas and Houston, Texas, Raleigh, North Carolina, and Tampa, Florida.

Since its establishment in 1985, DTA has completed consulting assignments for more than 3,000 public and private sector clients in 10 states. During this period, the firm has used a wide variety of financing programs to establish over 2,000 public finance districts, with total bond authorizations exceeding $60 billion. These programs have utilized tax-exempt and taxable bond issues, tax credit programs, impact fees and creative public-private partnerships to fund new and renovated public infrastructure, private vertical development, renewable energy improvements, economic development programs, and public services. DTA is licensed and registered with the SEC and MSRB as a Municipal Advisor (No. 867 01160) and follows all of the fiduciary requirements associated with this designation.

In addition to the planning and implementation of public financing mechanisms, DTA is involved in fiscal and economic analyses of land development impacts, project feasibility studies, retail market analyses, and economic development studies. DTA’s ability to thoroughly analyze the revenues and costs to a local jurisdiction resulting from new development relates specifically to DTA’s extensive experience in Fiscal Impact Analyses (“FIAs”) of land development projects. DTA staff has prepared over 700 Fiscal Impact Reports (“FIRs”) estimating the revenue and cost impacts of various land use decisions on cities, counties, and special districts.

In terms of Economic Impact Analyses (“EIAs”), DTA has prepared over 200 economic impact studies for land development firms and other clients that identify the general economic impacts of a future or existing development or plan on a municipality in terms of economic output gains or losses and job and wage creation opportunities. General economic impacts include additions to economic output (gross receipts or sales), earnings (the sum of wages, salaries and benefits, other labor income, and employer and employee contributions to social security), and employment (number of average full-time and part time jobs).

Please contact:

Nathan Perez
Managing Director
99 Almaden Blvd, Suite 875
San Jose, CA 95113
Phone: 1-800-969-4DTA
FAX: 408-340-1130
email: nate@financedta.com

Kelly Wright
COO
5000 Birch Street, Suite 3000
Newport Beach, CA 92660
Phone: 1-800-969-4DTA
FAX: 949-480-0034
email: kelly@financedta.com

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Rep/Contact Info

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Nathan Perez
Managing Director

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