Your Trusted Certified Public Accounting Firm Since 1990

At Dana B. Davidson CPA Company, P.C., we have been providing quality, personalized financial guidance to individuals and businesses for over 33 years. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We are a Certified Public Accounting Firm, committed to delivering exceptional service and expertise to our clients.

Our Mission

Our mission is to help individuals and businesses achieve their long-term financial goals. We strive to provide accurate and insightful financial information to our clients, helping them to make informed decisions and achieve their goals. Our experienced professionals are dedicated to delivering personalized service and expertise, ensuring that every client receives the attention and care they deserve.

Our Services

We offer a broad range of services to individuals and businesses, including:

Accounting Services: Financial statement preparation, budgeting, and forecasting to help you make informed financial decisions.
Tax Services: Individual and business tax preparation, planning, and representation before the IRS.
Financial Planning: Wealth management, retirement planning, and estate planning to help you achieve your financial goals.
Business Services: Small business accounting, bookkeeping, and payroll services to help you manage your business efficiently.
Audit Services: Audit and review services to ensure compliance with regulations and laws.
Taxes and Compliance: IRS representation, tax relief, and compliance services to help you navigate complex tax laws.

Meet Our Founder

Dana B. Davidson is the founder and president of Dana B. Davidson CPA Company, P.C. With over 33 years of public accounting experience, Dana has extensive knowledge of business and finance. As a certified public accountant, Dana has earned the designation of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants. Dana's mission is to provide exceptional service and expertise to individuals and businesses, helping them achieve their long-term financial goals.

Update Share

Positive: The staff at Dana B Davidson are professional and knowledgeable, providing respectful and courteous service to their clients.

Negative: L.V. discovered serious lapses in the preparation of their taxes, including failures to take advantage of tax breaks, leading to dissatisfaction with the service provided.

Professionalism and Expertise

The reviews highlight the professionalism and expertise of the staff at Dana B Davidson, who provide respectful and courteous service to their clients. Shailesh Godkhindi praises the team, expressing his respect for Dana and Julie Davidson, and stating that he has been a satisfied customer for many years.

Complications and Lapses

On the other hand, L.V. expresses dissatisfaction with the service provided by Dana B Davidson. They were charged almost $1,300 and received a $2,200 refund for their 2012 taxes. However, upon reviewing the taxes 2 months later, they discovered serious lapses in the preparation of the taxes, including lapses in taking advantage of tax breaks.

Be the first to review Dana B Davidson CPA.

Write a Review