DTA 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, Texas. Since our establishment in 1985, we have specialized in financing public infrastructure, facilities and services for public agencies and private sector clients throughout the United States.  

DTA has provided public finance consulting services to over 2,500 public and private sector clients, and has utilized a variety of public financing mechanisms such as Community Facilities Districts (CFDs), Assessment Districts, Special Service Areas, Local Improvement Districts, Certificates of Participation, Tax Allocation Bonds, Sewer and Water Revenue Bonds, Marks-Roos Bond Pools, Landscaping and Lighting Districts, Integrated Financing Districts and various types of regional and benefit-area-based fee programs. Our firm is also heavily involved in implementing Property Assessed Clean Energy (“PACE”) financing programs to fund energy-related improvements for new and existing development.   

Our experience in the formation of over 1,500 special districts and funding programs over the past 35 years, with bond authorizations exceeding $50 billion, has given us a perspective and level of skill that is unmatched in our industry.  Our tools allow us to empower our clients by providing centralized information on their special districts.

DTA has also assisted clients in obtaining funds through numerous programs promulgated under the authority of various state and federal agencies. As a result, our clients have been awarded dozens of state and federal grants and loans, as well as proceeds from various Tax Credit Programs.  In addition, DTA has prepared hundreds of fiscal impact reports and economic impact analyses related to land development plans and projects, as well as fee justification studies to determine impact fee levels to fund infrastructure and public improvements.

Infrastructure

Renewable Energy

David Taussig & Associates, Inc.

David Taussig

Nicole le

Leni Zarate

Jerry Wen

Andrea Roess

Kelly Wright

Edna Garrett

The Finance and Accounting Team at David Taussig & Associates, Inc. is responsible for managing the firm’s financial health through comprehensive budgeting, financial reporting, and analysis. This team ensures compliance with financial regulations, oversees treasury functions, and collaborates with project teams to prepare fiscal impact reports and other economic analyses, thereby supporting strategic decision-making and maximizing the effectiveness of public financing solutions for clients. Additionally, they play a crucial role in facilitating grant applications and funding initiatives, enhancing the firm’s capacity to support public and private sector infrastructure projects.

Finance and Accounting Team

Operations Team

Leadership Team

Finance and Accounting Team

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Other teams at David Taussig & Associates, Inc.

Operations Team

Leadership Team