We offer tax and investment services.
This is because we believe that excellent tax service should also pay attention to your broader financial situation, especially retirement savings.
This is because we believe that excellent investing service requires an in-depth knowledge of your particular tax situation.
Tony has a broad range of financial expertise. He has been an Accountant since 1979 and a Certified Public Accountant since 1983. He has been the Owner of Tony H. Davidson, CPA, PC since 1985 and has served hundreds of tax clients over the years, ranging from individuals to small businesses to corporations.
He has been the Fiscal Manager of Albina Head Start since 1993, and also served as the Chief Financial Officer (CFO) of Cascade Occupational Medicine Physicians, Inc. from 2000-2010.
In 2007, Tony became an Investment Adviser, forming Tony H. Davidson Comprehensive Financial Management, which manages close to $20 million in assets.
He is married to Pam, and together they have 2 grown children and 2 growing dogs. He served for 17 years as a Church Treasurer, nearly as many as a Youth Group volunteer, and is an avid golfer.
Jeremy Watson spent 18 years as a Youth Director and Pastor before making the transition into Financial Services. He has vast experience in the areas of service, counseling, and life-coaching. In 2017, he became a Licensed Tax Preparer in the State of Oregon. In 2018, he became an Investment Adviser Representative. He is well on his way toward becoming an Enrolled Agent with the IRS and a Certified Financial Planner™
Jeremy and his wife, Julie, have 3 kids, ages 13, 8, and 6. He loves biking, snowboarding, reading, coaching his kids, and volunteering in the community.