How I can help you

Based upon my 50 years of experience in public accounting and working closely with an affluent family, I can assist in all categories of tax and financial planning.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Buying or Selling a Business
  • Financing / Capital
  • Human Resources
  • Strategy & Planning
  • Tax Planning

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services

Jeffrey M Davidson

Communication Methods

  • Email
  • In Person
  • Phone
  • Video