Meet The Team
Margery S. Davidson
Margery has been a woman business owner since she 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.
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.
