Planning before Preparation
In many ways, Davidson Accounting Company is an exception to the industry norm for tax preparation organizations. We cultivate an atmosphere of collaboration designed to support the interests of our clients. Our goal is to put every aspect of tax planning and preparation into the hands of an eminently capable professional. We are happy to work with trusted advisors already in place, or to refer work to specialized colleagues. We do not operate on volume, but rather focus on the holistic financial wellbeing of each individual client over the long term. The result is a comfortable relationship of trust based on advocacy, stability, and genuine common interest.
We are a forward-thinking firm delivering transformative tax planning.
Senior Partner CFP® EA - As a Certified Financial Planner, James Blakey brings unique and invaluable perspective to personal tax planning and preparation for clients. Thanks to daily oversight of significant financial events, James is able to foresee and mitigate the impact such potentially life-altering events have on his individual clients. In collaboration with the Davidson Accounting Company team, James leverages his expertise to empower clients and stabilize their finances over the long term.
Tax Planner CFP® EA - Keith’s extensive investment insight helps him to strategically advise his clients with regard to stock sales and dividends. He advocates for his clients on a very personal basis, searching for options that are particularly beneficial for each individual’s circumstances. As an asset to the Davidson Accounting team, Keith is able to respond to unforeseen circumstances with informed and deliberate action.