Consulting

At Davidson Fox, we don’t think of ourselves as a traditional accounting firm.  While financial information is an area we excel in, helping businesses and individuals grow and succeed is really at the core of what we do.  It is for this reason that we offer a broader range of capabilities and services, along with a deeper level of involvement and expertise than you’d find at a typical accounting firm. 

Regardless of whether you’re interested in our core offering of tax and accounting services, accounting IT integration, business consulting, financial planning services or highly specialized services such as forensic accounting or a pending acquisition, Davidson Fox is equipped to provide you with consulting services that are custom designed and executed to achieve your business goals.

Wealth Protection

We know that you’ve worked a lifetime to build wealth.  Without a well thought out estate plan in place, your assets will be distributed according to state law and more than likely, not in accordance with your wishes.  Davidson Fox will work with you and your attorney to design a customized estate plan and assist you with managing and conserving your estate while reducing tax liabilities. 

We have the experience to help with advanced planning vehicles such as family limited partnerships, trusts and charitable entities.  If executed correctly, establishing a trust as part of your comprehensive wealth transfer plan can be one of the most important tools you’ll have to lower your taxes, diversify your assets, and leave a legacy for the future.

Business Valuations

How do you quantify the long nights, hard work, time, and energy you’ve put into growing your business?  Tangible assets and liabilities only tell a portion of the story.  In today’s ever-changing business marketplace, knowing the value of your business is a necessity.  Our business valuation  process relies on an in-depth review, analysis and understanding of the history of your business, future projections and our extensive knowledge of advanced business valuation principles and techniques to provide a credible and quantifiable result to help you move forward.

Litigation Support

Davidson Fox and Company’s litigation support team has considerable experience offering litigation support to our clients.  We work side by side with attorneys and their clients during all phases of the dispute resolution process. From research and pre-litigation consulting to case strategy, our litigation support team provides quality, confidential advice and support to help you build a solid case.

Forensic Accounting

With the growing complexity of the current business climate and the increasing number of business related investigations, forensic accounting professionals are increasingly being asked to help with the investigation into financial and business related issues.

Our forensic accounting team is trained to look beyond the numbers and find answers to difficult questions while providing evidence to back our investigations.  Our goal is to prevent your business or organization from further loss, recover assets, and give you the evidence you’ll need in court should you choose criminal or civil actions.

Additional Specialized Accounting Services We Offer:

Learn How Our Consulting Services Can Help Your Organization

Grow with us.  Contact us today to learn how we can offer you our expertise and insight in achieving your goals while focused on your future growth.