Andrew Davidson

Partner @Aldrich

Carlsbad, CA, US

Personal. Local. Global. These three words define the energy of Aldrich CPAs + Advisors. We are a sophisticated public accounting firm with a mission to help our clients achieve and exceed their business and personal goals. Specifically, we tailor year end tax planning services with our clients to devise a list of items they need to do before year end to minimize their tax and a resulting estimate of tax obligations in order to avoid tax surprises before the due dates. Through ongoing planning and accurate advice, we help our clients maximize their wealth and our tax minimization services are a vital part of our strategy.Consistently ranked as a Top 80 Accounting firm in the country, Aldrich provides accounting, tax, compliance, pension and wealth management, business valuation, business purchase and sale, international tax services, and management consulting to closely held businesses, nonprofit organizations, and individuals. The Aldrich family offers a broad range of financial services – CPAs, wealth management, corporate retirement plans, employee benefits, and IT and security support services. We are best suited to be our client’s trusted advisors by offering complete, goal-oriented, proactive service to help our clients manage their financial, wealth, and tax planning strategies. As a niche driven firm, we are more capable of providing expertise to our clients by truly understanding their businesses and the industries in which they operate. With a plethora of experience in industries from agribusiness, manufacturing, professional services, construction to nonprofits, healthcare and business growth services, we strive to know our client’s businesses like they were our own! We seek to anticipate our client’s needs so that our service is as proactive as possible. With locations up and down the West coast from San Diego to Anchorage, we are geographically poised to serve our clients better as well.

California Polytechnic State University-San Luis Obispo

Bachelor's degree, Public Accounting and Accounting Information Systems