Broker Check

The Firm

History
Dana B. Davidson founded his public accounting firm, Dana B. Davidson CPA Company, P.C. in 1990. Working closely with clients, many of them small business owners, he saw firsthand, just how hard clients work to earn a living. He saw that they needed help to grow and preserve their wealth in tax efficient ways, so in 1991 he added investment advice and management to the practice. In 2001 he added mortgage origination services to help clients manage the debt portion of their finances.

Our clients value this trifecta of financial services. One-stop shopping for your financial service needs, helps busy professionals on many levels. It provides convenience, continuity, and seamlessness of service. Smart financial management is a tool that helps business to weather the ebbs and flows of the normal business cycle.

Dana B. Davidson CPA Company has grown because we are a small, full-service firm that knows our clients individually. We are trusted financial advisors to our clients, helping each of them navigate through life’s trials and transitions. With every transition there is a financial component along with an emotional component. We are there with thoughtful advice and planning to create better options for your future. You don’t have to go it alone.

Our team of experienced professionals offers a wide range of service for taxes, accounting, investments, insurance, planning, and mortgage.

Our Mission
Our mission is to help our clients make the most of their financial resources. Our goal is to improve people’s future financial position by taking advantage of opportunities in the tax laws, by helping to enhance long-term investment security and return, and by using debt wisely.