A One-Stop Shop for All Your Tax and Financial Services
At Albert Davidoo & Isavi, we understand the number of tax and financial tasks people face on a regular basis. We believe that an effective financial strategy addresses one’s entire financial picture, from taxes to investments. By offering a wide array of accounting and financial services, we aim to serve clients throughout the many stages of life.
More than 30 years ago, Albert Davidoo & Isavi was founded in Brentwood, California with the goal of helping clients feel confident in their future and empowered to pursue their objectives. Today, we continue to serve the greater Los Angeles area, working closely with clients to create customized strategies that incorporate their many different needs, from retirement planning to investment management. We aim to serve as our clients’ trusted advisors by serving with the highest level of integrity, objectivity, and transparency.
Today we are based in Encino, California and continue to serve the greater Los Angeles area. Contact us to learn more about how we may be able to help you.
Investment and financial planning services are offered by Albert Davidoo and Allen Davidoo through their affiliations with HD Vest.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors who put off important investment decisions may face potential consequence to their future financial security.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
For some, the social impact of investing is just as important as the return, perhaps more important.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.