Our Firm

We are a local firm serving individuals, families, and small business owners for more than three decades. We were first founded by Albert Davidoo as a CPA firm, providing accounting, auditing, and taxation services in Brentwood, California. Over the years, we have expanded to offer a comprehensive suite of financial services in order to serve as a one-stop resource for clients’ needs. By connecting one’s tax situation with their investments, we aim to create a cohesive financial roadmap designed to help clients pursue their goals.

As independent advisors with broker-dealer Avantax Investment Services^SM, we always put the client first, offering guidance that is appropriate to their individual situation and needs. Not only does Avantax provide the latest in market research and industry tools, but they also provide an unparalleled due diligence process in monitoring the myriad of services available to the client.

We believe it is our personal concern for our clients’ well-being that sets us apart. We strive to always be available whenever clients have questions, offering them honest answers and personalized advice.

_{Investment and financial planning services are offered by Albert Davidoo through his affiliation with Avantax.}