Davidson & Sons: Nathan Davidson, EA, CFP®

Sep 2025

We were originally referred to Nate by several trusted local contacts who spoke highly of his services and had been clients of his for years. Based on their recommendations, we entrusted him with our tax preparation this year. Unfortunately, our experience has been extremely disappointing.

We first met with Nate in March and provided all of our tax documentation. Despite repeated follow-ups, he continually assured us that he would get to our returns. In May, he advised us to file an extension, citing issues with the IRS website and the need to mail in our returns instead. Since then, communication has been nearly nonexistent. Our messages over the summer went unanswered,...read full review

Oct 2016

Friendly and reliable service. Extremely responsive to any questions, concerns or nuisances you may have. After years with another accountant and not being pleased with their customer service, I switched to Davidson & Sons. Best decision ever and I highly recommend.

Oct 2016

I've entrusted Nathan with my financial planning for years, and there is no one else I'd recommend. He always takes the time to explain things and is generally a joy to work with.