Blake Davidson, CPA, CFP, Accountant

Houston, United States

4.6

Closed now

10 reviews

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Description

Specialties

Preparation of tax returns, including income tax, franchise tax, sales tax, liquor tax, and payroll tax returns. Financial planning. Retirement planning. Retirement accounts. Investment accounts. Personal financial consulting. Resolution of IRS issues, including back taxes, offers in compromise, and audits.

History

Established in 1990.

Full service CPA firm formed in 1990. We have been providing Tax and Financial solutions for nearly 25 years!

Meet the Business Owner

Blake D.

Business Owner

Our firm is headed up by Blake Davidson, CPA, CFP, MBA. Mr. Davidson has a BS degree in Accounting, and an MBA in Finance from the University of Southern California, one of the top 3 accounting schools in the nation. Mr. Davidson is also a Certified Financial Planner, graduating from University of Houston’s Bauer School of Business CFP program.

Mr. Davidson began practicing in public accounting in 1990 and has been a licensed CPA in the State of Texas since 1994. He is passionate about helping his clients get the most out of their financial situation each and every year. Filing one’s tax return is the first step. However, there is much more that most people can benefit from, including annual tax-​deductible savings and strategic financial planning. Blake’s goal is to let each of his clients know about all of the fantastic opportunities that are available to them, and to then help them take advantage of those opportunities, saving money on taxes and building a secure financial future!