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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A few strategies that may help you prepare for the cost of higher education.
One of the most common questions people ask about Social Security is when they should start taking benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
Are Real Estate Investment Trusts right for your portfolio?
A bucket plan can help you be better prepared for a comfortable retirement.