We count people first.


Davies + Allen - A CPA firm focused on relationships.


Who we are


"Davies Allen helped us save hundreds of dollars from deductions that we hadn't been aware of before."

~Jim & Jan Judd

Do It

People are doers. We are made to accomplish. Commitment is essential to a prospering culture and commitment without doing is not only unattractive it is repulsive. Once our pathway is clear we don't talk about it or dream about it, we just do it. Doing builds trust, reliance and friendships. Doing is sometimes feared and many times over thought. We highly value doing.

Pleasure in What We Do

We love people, numbers and putting them together like a complicated 1,000 piece Christmastime puzzle. Besides puzzles we have many other passions that have nothing to do with tax or accounting. Pursuit of those outside interests allow us to be who we are at work. They

make us human. They make us likable. They make us unique and we embrace that individualism.

Agency of Entrepreneurship

People have the freedom to choose. That cannot be taken away. Choice is a critical part of being and we embrace that truth. Some choose to be entrepreneurs. Others choose less risk. Some choose to surround themselves with people better than themselves in an effort of progression. Some choose envy. Some choose to view learning not as a requirement but rather as a biological necessity. Some choose to serve others because they intrinsically have the desire to add value without recognition. We recognize the reality of agency and promote its application in the most positive way.

Check out our Team's Bios


What we do


"They have treated us in such a way that we feel like their only client!"

~Mark and Linda Cornia - Crawford Mountain Angus

Tax Services

  • Individual Tax Preparation
  • Trust Tax Preparation
  • Partnership Tax Returns
  • Corporate Tax returns
  • Amended Tax Returns
  • Tax Planning

Financial Statements

  • Complied Financial Statements
  • Reviewed Financial Statements
  • Audited Financial Statements

Outsourced Accounting Services

  • CFO Services
  • Monthly Accounting
  • Quarterly Accounting
  • Year-end Accounting
  • Setup QuickBooks

We Do More

  • Quarterly Payroll Tax
  • 1099 Preparation
  • Cost Segregation
  • Payroll Processing
  • Entity Consulting
  • Employer Account Numbers
  • Business Valuation

The real question is, “What do you need”

Need help with your business? With your personal accounting? Choose a service to the left and see how we can best support you.

Individual Tax Preparation

Today's complicated tax code isn't easy for the amateur turbo tax user to implement. Trust the vigilant tax professionals at Davies Allen to keep the IRS honest.

Trust Tax Preparation

Trusts vary greatly in the way they are taxed and the way their tax returns should be managed. Rely on seasoned professionals to make sure they are completed to your unique situation for the greatest benefit.

Partnership Tax Returns

The most complicated tax code governs entities taxed as partnerships. Let us make sure you are taking advantage of the cash saving tax strategies your partnership can embrace.

Corporate Tax returns

S-Corporations are the small business entity of choice. Make sure you don't become a victim of the common pitfalls and mistakes many tax professionals commit.

Amended Tax Returns

We amend approximately one out of every two tax returns we review that were prepared by other tax professionals. We can review your tax returns for the past three years and give you our opinion what you have to gain by amending to a more efficient tax strategy.

Tax Planning

Surprises are typically great fun unless it involves the IRS. Our projections can give you a realistic expectation of the consequences ahead. There is likely something we can do now that will help what happens to you when tax deadlines arrive, even when at the end of the year in December. Our client successes are no surprise…

Complied Financial Statements

Accurate financial statements to solidify your presentation to the bank or other third parties, all in conformity with generally accepted accounting principles (GAAP).

Reviewed Financial Statements

Limited assurances are available for your financials when you don't need or have the time for a full blown audit. Let us provide you with exactly what you need.

Audited Financial Statements

The bank and third party interest may require you to be audited, so let our experienced staff of auditors get the job done right and in time. We’ll make the process enjoyable and educational.

CFO Services

Every business regardless of size needs a financial guru to help make critical decisions and help analyze the numbers. Hire us as your part time CFO.

Monthly Accounting

Outsourced accounting feels like it comes straight from the next office down the hall. Never hope that your accounting is being done correctly by a person you know isn't qualified and engage our team of educated professionals that will ensure your business being properly managed by the numbers.

Quarterly Accounting

Maybe you don't need your accounting done monthly? Still, you deserve the benefits and decision-making power of staying on top of your less complicated businesses.

Year-end Accounting

Even simple businesses should receive the attention of good accounting. In fact, they are sometimes the trickiest to manage since decisions and activity are spread out, making it hard to maintain a cohesive strategy. Let us do the remembering and documentation for you.

Setup QuickBooks

An ounce of prevention is worth a pound of cure. Gain all the advantages from our experience by allowing us to create your QuickBooks file. Organization of accounts to established online banking; we can save you hours of time that should be spent doing what you do best, so let us do for you what we do best.

Quarterly Payroll Tax

The Davies Allen team can review your payroll work and prepare your quarterly payroll reports to keep you in compliance and out of trouble. A little effort by us can save a lot of frustration and cost to you.

1099 Preparation

Don't be surprised by the IRS with penalties for not preparing 1099’s. Let us determine who requires a 1099 and prepare them in time to save you all the hassle and cost.

Cost Segregation

Let Davies Allen help you get the most out of the depreciation of your real estate. We use IRS approved procedures to accelerate the depreciation on portions of your buildings from 39 years to five, seven and fifteen years, which can yield substantial cash savings.

Payroll Processing

Do you want out of the monotonous details? Let us process your payroll and make your tax payments using direct deposit and the IRS's electronic funds payment system.

Entity Consulting

A solid legal structure is a critical key to the long-term success of your business and tax strategy, and choosing the correct entity format is setting the foundation. It’s your decision how you will be taxed, so make an informed decision by relying on our experts who have helped create hundreds of new businesses.

Employer Account Numbers

Is it time to hire employees or employ people in a different state? We can help you establish accounts with the payroll taxing agencies to ensure you legal and accurate.

Business Valuation

There is a science to valuing a business. Our Certified Valuation Analysts can help sell your business by giving you confidence in negotiations, or we can value gifts to your children so that you can enjoy the confidence from peace of mind.


Taxes

The modern code demands more than ever before from the professional individual, entrepreneur, and seasoned business owner. Davies Allen asserts the most progressive and robust strategies to protect the hard earned assets of its clients. Your plan for immediate and long-term success is a venture worth the simple investment in our firm.

Outsourcing

A lightning rod concept unless you extend your internal bookkeeping responsibilities to the ever diligent and on-call Davies Allen staff. Startups vying for efficiency at every turn or established companies hoping to reduce overhead are affected only where it counts to gain at the bottom line.

Consulting

A complete financial playbook includes the seamless coordination of accounting principles with those of reputable legal and investment professionals. Davies Allen can infuse or align its services with your trusted advisors, or introduce you into our wide network of business relationships.


Don't Take Our Word For It


Get the skinny on our dedication to service straight from the horses' mouths (figuratively speaking, of course).

  • Lance Black

    President, Eli Kirk

    When a new business opportunity was presented to me, I experienced the fantastic service that the Davies Allen team provides.

    Not only did they excel at performing the proper due diligence, but they provided insight and recommendations that I wouldn’t have seen myself.

    When a new business opportunity was presented to me, I experienced the fantastic service that the Davies Allen team provides.

    Not only did they excel at performing the proper due diligence, but they provided insight and recommendations that I wouldn’t have seen myself.

    Mary Crafts-Homer

    CEO, Culinary Crafts

    Things are a changing at Culinary Crafts and I am preparing my company for an ownership change to my sons over the next 5 years. I needed an accounting firm that understood these kind of tax issues, estate planning, and the best corporate structure for our next steps. Davies Allen has been an amazing choice for unbiased advise to both my sons and...

    Things are a changing at Culinary Crafts and I am preparing my company for an ownership change to my sons over the next 5 years. I needed an accounting firm that understood these kind of tax issues, estate planning, and the best corporate structure for our next steps. Davies Allen has been an amazing choice for unbiased advise to both my sons and to myself. JW is a man of integrity and crucial to my financial team and the future of Culinary Crafts. Quite frankly, I wouldn't think of making a move without them!

    More

  • Mike Macfarlane

    Managing Director, Northwestern Mutual

    I have personally worked with several of Davies Allen's CPAs and accountants. They have been extremely knowledgeable, responsive, and honest. I run a business with complex accounting needs and they have done a wonderful job creating balance sheets and profit and loss statements. I would highly recommend them!

    I have personally worked with several of Davies Allen's CPAs and accountants. They have been extremely knowledgeable, responsive, and honest. I run a business with complex accounting needs and they have done a wonderful job creating balance sheets and profit and loss statements. I would highly recommend them!

    Jason Bangerter

    Founder, Rentler, LLC

    Davies Allen gives me access to a whole professional accounting department without having to pay full-time salaries....and yeah I enjoy spending time with them too.

    Davies Allen gives me access to a whole professional accounting department without having to pay full-time salaries....and yeah I enjoy spending time with them too.

  • Katie Holland

    President, Corporate Alliance

    The Davies Allen team has prepared personal tax returns for my husband and I for several years and we have been very pleased with their work.

    Davies Allen team skillfully walked me through all aspects of setting up my LLC, the tax set up, filings, and reports. I have an assigned staff person available to me to walk me through Quick ...

    The Davies Allen team has prepared personal tax returns for my husband and I for several years and we have been very pleased with their work.

    Davies Allen team skillfully walked me through all aspects of setting up my LLC, the tax set up, filings, and reports. I have an assigned staff person available to me to walk me through Quick Books and I find that they are extremely responsive to email with prompt replies to my issues.

    Their crew is helpful and professional. I will continue to use them and highly recommend their services to anyone.

    More

    Jeff Dorius

    Dentist, Dorius Dental Design

    Davies Allen has been fantastic to work with. They are very responsive to questions both by phone and email. I worked with another accountant for a few years that always explained things as if I were an accountant. Davies Allen gives clear, concise explanations in understandable terms. I have been very happy working with them.

    Davies Allen has been fantastic to work with. They are very responsive to questions both by phone and email. I worked with another accountant for a few years that always explained things as if I were an accountant. Davies Allen gives clear, concise explanations in understandable terms. I have been very happy working with them.

  • Tyler Dow

    T. Dow Esq., PLLC

    Davies Allen is a fantastic firm. They have folks that understand numbers and people. I personally use them as my accountants and my firm uses them as well. In fact, I recently sent my father to meet with JW Davies. Can not say enough good about these folks.

    Davies Allen is a fantastic firm. They have folks that understand numbers and people. I personally use them as my accountants and my firm uses them as well. In fact, I recently sent my father to meet with JW Davies. Can not say enough good about these folks.

    Michael Janda

    CEO, Riser

    We’ve been through several accountants since we started our business in 2002. I once asked a financial advisor to recommend a good accountant. He told me, “It seems like all accountants struggle in some area. You just have to pick what area you are willing to suffer through.” Finally were referred by several people to the Davies Allen team! I...

    We’ve been through several accountants since we started our business in 2002. I once asked a financial advisor to recommend a good accountant. He told me, “It seems like all accountants struggle in some area. You just have to pick what area you are willing to suffer through.” Finally were referred by several people to the Davies Allen team! It has been wonderful not suffering through any shortcomings. They have been honest, accessible, and timely, all the attributes that some of our past accountants struggled with. The team at Davies Allen handles both my business and personal accounting and we recommend them to others every chance we get.

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  • Dave Oldham

    CEO, NUVI

    Davies Allen have been phenomenal to work with. When I first met J.W., he was able to refile past returns and reclaim thousands of dollars in taxes that I had overpaid due to the lack of attention and care by my previous accounting firm. Davies Allen pays attention to the details, and cares about all their clients!

    Davies Allen have been phenomenal to work with. When I first met J.W., he was able to refile past returns and reclaim thousands of dollars in taxes that I had overpaid due to the lack of attention and care by my previous accounting firm. Davies Allen pays attention to the details, and cares about all their clients!

    Jacob Hoehne

    CCO, Issimo Productions

    I had a typical run-of-the-mill CPA who was OK. I often would ask him how I could improve my business and all I’d get is blank look. For roughly the same cost, I get a whole team of advisors. They caught overtime abuses, helped me cut my expenses, found ways to increase our profit margins, and got me $9,500 back in taxes.

    They are...

    I had a typical run-of-the-mill CPA who was OK. I often would ask him how I could improve my business and all I’d get is blank look. For roughly the same cost, I get a whole team of advisors. They caught overtime abuses, helped me cut my expenses, found ways to increase our profit margins, and got me $9,500 back in taxes.

    They are like a CFO, tax accountant, bookkeeper, and consultant all wrapped into one. They don’t talk down to you. I can relate to them and enjoy interacting with each of their staff. I highly recommend them.

    More

  • James F. Davenport

    Partner, Integrated Financial

    In the three years of JW preparing my taxes I have found him extremely proactive, timely, with creative advice.

    In the three years of JW preparing my taxes I have found him extremely proactive, timely, with creative advice.

    Jim & Jan Judd

    Heber City's Finest!

    Davies + Allen has prepared our taxes for the past two years, and we are so glad that we found them! Jan has a piano studio at home, and Davies + Allen helped us save hundreds of dollars from deductions that we hadn't been aware of before. Their advice went above and beyond the tips that were given in Turbo Tax for Small Businesses that we had...

    Davies + Allen has prepared our taxes for the past two years, and we are so glad that we found them! Jan has a piano studio at home, and Davies + Allen helped us save hundreds of dollars from deductions that we hadn't been aware of before. Their advice went above and beyond the tips that were given in Turbo Tax for Small Businesses that we had used previously. We're extremely satisfied with their work, and plan to use their services for years to come.

    More

  • Jessica Devenish

    President & CEO, Checknet

    Choosing a CPA relationship is not an easy one. I was fearful from previous experiences where the transition was an unpleasant one (to be exact). I am happy to say the transition was surprisingly very simple and much less trouble than I thought it was going to be.We particularly appreciate the service we receive from Brad and his team.
    Usi...

    Choosing a CPA relationship is not an easy one. I was fearful from previous experiences where the transition was an unpleasant one (to be exact). I am happy to say the transition was surprisingly very simple and much less trouble than I thought it was going to be.We particularly appreciate the service we receive from Brad and his team.
    Using Davies Allen is proving to be a great solution for our company. Finally! A CPA relationship I can put my name on! I will gladly continue to recommend companies looking for an effective, long-term, professional, and “don’t look anywhere else” solution to Davies Allen.

    More

    Allen Shepherd

    President, Shepherd Poultry Farms

    Davies Allen reviewed the work of our prior accountant and found several oversights. They amended our taxes and got us a refund of over $11,000 of taxes that we shouldn't have paid in the first place. They were professional in their approach and have been very available when questions have arisen.

    Davies Allen reviewed the work of our prior accountant and found several oversights. They amended our taxes and got us a refund of over $11,000 of taxes that we shouldn't have paid in the first place. They were professional in their approach and have been very available when questions have arisen.

    Sally McKee

    Manager, McKee Family Investments

    We have found Davies Allen accounting firm to be extremely knowledgeable and up to date on tax laws and changes. Their staff is quick to respond to our needs and pleasant while doing it.

    We depend on them to keep us current with our taxes, which they do exceptionally well. Davies Allen is an excellent accounting firm.

    We have found Davies Allen accounting firm to be extremely knowledgeable and up to date on tax laws and changes. Their staff is quick to respond to our needs and pleasant while doing it.

    We depend on them to keep us current with our taxes, which they do exceptionally well. Davies Allen is an excellent accounting firm.


Our Tools


"Davies Allen is like a CFO, tax accountant, bookkeeper, and consultant all wrapped into one."

~ Jacob Hoehne, CCO - Issimo Productions

Personal Tax Form

Use our simplified tax organizer to help you understand all the tax deductions that you have the rights to and to be able to help you organize that information.

This pdf tax form will be of great assistance to you in preparing your tax documents and information to submit to Davies Allen.

Download the Personal Tax Form and return completed with the necessary information so we can get to work immediately.

Personal Tax Form

Use our simplified tax organizer to help you understand all the tax deductions that you have the rights to and to be able to help you organize that information.

This pdf tax form will be of great assistance to you in preparing your tax documents and information to submit to Davies Allen.

Download the Personal Tax Form and return completed with the necessary information so we can get to work immediately.


Contact Us


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