Nathan Davidson, EA, CFP®

Tax & Business Planning Services
8414 Falls of Neuse Road #100, Raleigh, NCOpening at 9:00 AMOpen today until 9:00 PMOpening at 9:00 AM tomorrowSorry, we're closed

We're numbers guys.

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Services I offer
Non-profits I support
Helpful Links
Our Affiliates
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Services I Offer

Business Tax Planning and Tax Return Preparation
Individual Tax Planning and Tax Return Preparation
Estate Planning & Tax Return Preparation
Non-Profit Planning and Tax Return Preparation
Comprehensive Financial Planning

We specialize in taxes as well as comprehensive business planning. Whether you’re starting a new company and want to discuss pros and cons of different entities such as LLC’s and S-Corps or you’re interested in tax benefits and requirements of various business retirement plans or you simply need help with a tax return or IRS/DOR notice we’re here to help you.

We don’t limit ourselves to serving businesses, we also do taxes and planning for individuals. If you are wondering about saving for a child or grandchild’s college or saving for retirement in a traditional or Roth IRA we can help you crunch those numbers and explain how it effects your personal tax return also.

Most professionals specialize in either accounting OR tax OR finance. We do all of the above. As a Certified Financial Planner™, I am qualified to crunch the numbers and assist you with comprehensive planning services. Most planners will tell you to take the plan they've made and consult a tax professional. As an Enrolled Agent, I am a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

If you would like to discuss comprehensive financial planning that is not incidental to taxes then you should check out the website for my other business, http://www.ameripriseadvisors.com/nathan.davidson . Although both businesses are operated out of the same building and conducted by the same professionals they are not the same. Any planning services that we provide that is not directly related to our tax and accounting business is associated with our other business. The fine points are something we would be happy to discuss in person as it pertains to your individual circumstances.

Nonprofits I Support

The Green Beret Foundation: Caring For America’s Quiet Professionals
H-Three Veterans Services: Helping Heroes Find Their Way Home
NAVHDA International: Working to Foster, Promote & Improve the Versatile Hunting Dog
Tarheel Chapter of NAVHDA: People Helping People Train Their Dogs
The Town of Rolesville Parks & Rec
UNC-TV
Goodwill Community Foundation




Helpful Links

My Other Business Page
http://www.irs.gov
Certified Financial Planner™ Board of Standards
Financial Industry Regulatory Authority
Municipal Securities Rulemaking Board
Chicago Board Options Exchange
SEC- An Introduction to 529 College Savings Plans
https://www.sec.gov/reportspubs/investor-publications/investorpubsintro529htm.html

Our Affiliates

Davidson & Stone, PLLC: An accounting, consulting, and tax practice
Davidson & Sons, Inc: An accounting, consulting and tax practice
Davidson & Sons, LLC: A financial advisory practice of Ameriprise Financial Services, Inc.

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Map showing business location.
Address
8414 Falls of Neuse Road #100
Raleigh, NC 27615
United States
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Contact
Business Hours
Mon
9:00 AM – 9:00 PM
Tue
9:00 AM – 9:00 PM
Wed
9:00 AM – 9:00 PM
Thu
9:00 AM – 9:00 PM
Fri
9:00 AM – 9:00 PM
Sat
9:00 AM – 9:00 PM
Sun
9:00 AM – 9:00 PM
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