Tony Davidson Comprehensive Financial Management, LLC

Accountant in Lake Oswego, OR (show on map)

5.0

★★★★★

1 reviews

CPA and financial advisory firm offering tax, accounting, and investment management services for individuals, businesses, and trusts.

Call (503) 635-2058

Navigate to Visit website

About

Tony H. Davidson CPA, PC has been offering tax and accounting services since 1985.

Tony Davidson has been an Accountant since 1979 and a CPA since 1983. The firm expanded into investment management in 2007 as Tony H. Davidson Comprehensive Financial Management, LLC, a Registered Investment Adviser licensed in Oregon. The firm now operates as Davidson & Watson Financial, with Jeremy Watson as a key team member. Services include tax preparation, accounting, investment management, and financial planning. The firm serves individuals, married couples, businesses, and trusts.

Integrated tax and investment services approach

CPA with 40+ years of experience

Registered Investment Adviser licensed in Oregon

Free initial tax consultations

Personalized service based on comprehensive financial picture

Services

Tax and Accounting Services

Broad range of tax and accounting services for individuals, married couples, businesses, and trusts. Initial tax meetings are free.

Free initial tax meetings Services for individuals, couples, businesses, and trusts Year-end tax planning for business owners

Investment Management

Manages close to $20 million in investment assets for individuals, businesses, and trusts based on goals, needs, risk tolerance, and comprehensive financial picture.

$20M in assets under management Registered Investment Adviser licensed in Oregon Customized portfolios based on client goals and risk tolerance

Financial Planning

Comprehensive financial planning incorporating tax knowledge, retirement savings, and investment strategy.

Integration of tax and investment planning Retirement savings focus CFP® certification pursuit

Credentials & Certifications

Certified Public Accountant (CPA)

Since 1983

Registered Investment Adviser

Since 2007

Licensed Tax Preparer (Oregon)

Since 2017

Investment Adviser Representative

Since 2018

CFP® (Certified Financial Planner™)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

Do you offer free initial tax meetings? +

Yes, initial tax meetings for potential clients are always free.

What types of clients do you serve? +

Individuals, married couples, businesses, and trusts.

Are you a Registered Investment Adviser? +

Yes, Tony H. Davidson Comprehensive Financial Management, LLC is a Registered Investment Adviser licensed in Oregon.

How much in assets do you manage? +

Close to $20 million in investment assets.

What is the Qualified Business Income Deduction? +

Section 199A of the Internal Revenue Code provides a deduction of up to 20% of qualified business income from a qualified trade or business operated as a sole proprietorship, partnership, S corporation, trust, or estate.

What is the Oregon Cultural Trust tax credit? +

Oregon taxpayers can receive a tax credit of up to $500 (single) or $1,000 (married filing jointly) for giving to the Oregon Cultural Trust.

What is CFP® certification? +

CFP® Certification is the standard of excellence for Financial Planners, requiring extensive training, experience, and adherence to rigorous ethical standards.

How do you protect client data from spear phishing? +

The firm uses Office 365 Email Encryption, increased network security, and secured systems. Clients are advised to watch for spear phishing emails that pose as trusted sources.