Introducing Davidson & Watson Financial!

July 15, 2019

Dear Clients,

I am pleased to announce that Jeremy Watson and I have formed a new company Davidson & Watson Financial.  Davidson & Watson Financial will still provide your investment, financial planning, business consulting and all your tax needs.

As most of you already know, I will be cutting back my involvement in Davidson & Watson Financial in February of 2020.  Jeremy Watson will be taking over the running of the business and I will be consulting with him on specific returns and projects.  My consulting relationship will continue for as long as Jeremy or our clients need my assistance.

Jeremy has been working with me for the past three years and in February he will be bringing his expertise as a Certified Financial Plannerâ„¢ and an Enrolled Agent.  As a Certified Financial Plannerâ„¢, Jeremy will provide financial planning services, investment advice, retirement planning, insurance advice and investing.  As an Enrolled Agent, Jeremy will prepare and file tax returns for Corporations, Partnerships, Trusts, Estates and Individuals.  Jeremy will be able to represent you before any of the tax agencies receiving your returns.  Simply put, Jeremy will be able to provide any of the services that I provided in previous years, plus financial planning services.

As many of you know, I was a Paramedic before becoming an accountant.  My years in the medical field instilled in me an attitude of service which I brought to my practice.  My focus was always to provide whatever service my clients needed both in their personal and financial lives.  Many of you know that Jeremy is a Presbyterian Pastor, having served for 15 years in full-time church ministry before transitioning to this service industry.  He will continue to provide the same focus on service as we have provided for the past 37 years.

Jeremy and I have known each other for many years.  He is married and has three children.  Pam and I think of his children as our grandchildren and we are affectionately known as Mimi and Toto.  He and his family will continue to be our family, which means I will be available to him for many years to come should he need my consulting services.

I am confident that Jeremy will provide excellent service for all your financial needs.  I have found him to be a good communicator and someone who puts the service to his clients first. Between now and February, we will be working together to provide the best financial services possible to you our clients.

Very truly yours,

Tony H. Davidson, CPA