Services

At any phase of the development of your business, start-up through divestiture, acquisition or merger, the team at Davidson Fox can provide expert consulting, planning and accounting services.

What is unique about the services we offer? First, it is the people who provide them. We actively seek out professionals who want to advance the discipline of accounting, who want to find ways to be invaluable to our clients and who are interested in forging lifelong relationships.

Second, it is the way we deliver those services. We challenge ourselves to stay out in front of our client’s needs, to have information available in an instant and to keep defining new ways to sharpen our practice.

Finally, we like to think that the service we provide is imbued with an energy - the energy of growth, of commitment, of success. We have grown from a regional firm to one with global reach. Our roots are local, and our service approach is as hands-on as that of any small business, but we know how to leverage that perspective to work on a larger scale. In all the services we offer our clients, we think ahead.

Specifically, we offer:

• Financial Statements

  All levels of financial statement preparation for private and non-profit companies, including audits, reviews and compilations. At Davidson Fox, technology is leveraged to better serve client needs, using a paperless and wireless workflow system.
  Peer Review Report

• Tax Strategy

  Proactive strategic planning throughout the year to minimize annual tax impact and avoid year-end, lump-sum liabilities. We recommend regularly scheduled meetings to keep tax planning on track.

• Consulting

  Management consulting; profitability enhancement. Ours is a team approach, often involving an attorney, a financial consultant and several representatives from Davidson Fox, each contributing a specific expertise.

• Specialized Services

  Bookkeeping and Tax Services: including estates, trusts, foundations, business valuations, pensions and ESOPs, litigation support, forensic accounting and matrimonial accounting.