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Services I offer
Non-profits I support
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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
Goodwill Community Foundation
My Other Business Page
Financial Industry Regulatory Authority
Municipal Securities Rulemaking Board
Chicago Board Options Exchange
Davidson & Sons, LLC: A financial advisory practice of Ameriprise Financial Services, Inc.
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