Meet the Team

Margery S. Davidson
Margery has been a woman business owner for over 21 years. When Margery opened her first business Davidson's Bookkeeping and Tax Service in 1983, it was not a surprising step for her to make. She comes from a family of small business owners. While studying for the Certified Public Accountant (CPA) exam Margery built her bookkeeping and tax business and passed the Enrolled Agent's exam given by the Internal Revenue Service. With this accreditation she was able to expand her practice by representing clients before the Internal Revenue Service in tax audits. Even after passing the written CPA exam, to become licensed she needed two years experience with a public accounting firm. In order to gain this experience, Margery hired two employees to help keep her business running while she worked to fulfill the experience requirement for her license. After receiving her license she promptly changed the name of her company to Margery S. Davidson, CPA. Through the years, business consulting has become a large part of her practice. In 2000 Margery spun off this part of the practice into her company Davidson's Business Development Team, Inc. She has taken courses in several areas of business development and has become a member of Results Accountants' Systems and Results Accountants' Network - an international organization that enables her to consult with other accountants involved in business development throughout the world.

James J. Nelson
A New York native, Jim’s original trade was as an electrician. While working as such in New York City he moved to New Jersey in the early 1960’s and bought a home in Aberdeen (then called Matawan). Little did he know, this was to be the future home of Margery S. Davidson, CPA personal service corporation. After 25 years of working in the city, Jim opened his own business which he ran until the late 1990’s. Jim obtained his certification as an Enrolled Agent in 1993 which earned him the privilege of representing taxpayers before the Internal Revenue Service. He then went to work with his wife, Margery Davidson, assisting in the preparation of individual tax returns. Now years later, Jim still prepares many individual tax returns but is also in charge of the company’s payroll, internal bookkeeping, and information technology.

Stephanie Geisel
Born in North Carolina, Stephanie was only a few months old before she migrated to New Jersey. While growing up in Aberdeen, New Jersey, with her mother Margery Davidson and step-father James Nelson, Stephanie spent many hours helping out at her mother’s office over the years. After high school Stephanie’s intentions were to enter the law enforcement field. After attending the Monmouth County Police Academy and then working as a part-time police officer, Stephanie realized that law enforcement was not the profession for her. She returned to college and eventually obtained her Bachelor and Master degrees in Accounting from Kean University. After college she came on full time with her mother’s firm and a year later became a partial owner. Stephanie is currently preparing for the Certified Public Accounting exam and is the company’s business client manager.

Ann Diettman
Bio coming soon!

Angel Baby's Halo
Born in May 2003, Halo began working with the company in July 2003. Though some of her co-workers feel she sometimes slacks in performing her job requirements, she always approaches each task with 100%. Halo’s job responsibilities are morning greetings, client arrival notifications, cardboard deconstruction, and garbage sorting.

Kit the Kat
Working with Margery the longest of any other team member, Kit the Kat took a sabbatical in July of 2003 when Halo came onboard. He has resumed his work responsibilities on a part-time basis and other team members suspect he’ll come back full-time in the near future. Kit’s job responsibilities are paper weight and dog herding.