We count people first.
Davies + Allen: A CPA firm focused on relationships
Who We Are
Do It
People are doers. We are made to accomplish. Doing builds trust and friendships. Doing is sometimes feared and many times over thought. We highly value getting things done.
Agency of Entrepreneurship
People have the freedom to choose. That must not be taken away. Some choose to be entrepreneurs. Others choose less risk. Some choose to create and learn as a biological necessity. Some choose to serve others because they intrinsically have the desire to add value without recognition. We value agency and strongly promote it in the most positive way.
Pleasure in What We Do
We love people, numbers and putting them together. Adding value to our relationships is most rewarding. We also love connecting people together and seeing the synergy follow. In addition to numbers, we have many other passions. Pursuit of those outside interests allows us to be who we are at work. They make us human. They make us likable. They make us unique.
Timely Communication
We communicate timely and in a way you can understand. It’s that simple.
What We Do
Proactive Tax Planning & Preparation
We proactively plan, communicate timely, and give you confidence that you are paying no more than your fair share tax. Sure we prepare and file returns but we really add value to you when we strategize during the year to help you make decisions proactively. That helps you shape the year instead of reacting to it after it is over.
Convenient Outsourcing
Technology has enabled us to give your small business an experienced accounting team at a fraction of the cost of hiring internally. We can be your trusted bookkeeper, controller, CFO or all of the above using the latest technology. Our goal is to save you time and money.
Experienced Consulting
Use our experience to help your business start up, grow, become more profitable, add partners, and eventually sell. We can help you plan the succession of your business, create a new app for giving customer quotes, create dashboards to track your team’s success and help you strategize on how to best keep your money from a successful business sale…to name a few.
Other Services
We also offer Audited & Reviewed Financial Statements, Business Sale and Acquisition Consulting, Business Succession Planning, 401(k) TPA Services, Payroll Processing for single-employee S-Corps, Internal Control Planning, and more.
Tax Services
Individual Tax Returns
Trust Tax Returns
Partnership Tax Returns
Corporate Tax Returns
Amended Tax Returns
Non-Profit Tax Returns
Estate and Gift Tax Returns
Tax Strategy and Planning
Estate and Gift Tax Planning
Financial Statements
Compiled Financial Statements
Reviewed Financial Statements
Audited Financial Statements
Agreed-Upon Procedures
Outsourced Accounting
Fractional CFO Services
Fractional Controller Services
Monthly Bookkeeping
Quarterly Bookkeeping
Year-end Bookkeeping
Quickbooks Setup
Financial Dashboarding Creation and Maintenance
We Do More
Business Sale and Acquisition Consulting
Business Valuation
Business Succession Planning
Quarterly Payroll Tax
1099 Preparation
Cost Segregation
Payroll Processing
Entity Set Up Consulting
401(k) TPA Services
Internal Control Planning
Testimonials
Get the skinny on our dedication to service straight from the horses’ mouths (figuratively speaking, of course).
Our Tools
2025 Tax Action Plan
Our 2025 Tax Action Plan is designed to streamline your tax preparation and filing process. We focus on secure and efficient document management, highlight key deadlines, and provide resources to support all your tax-related needs. Our goal is to make the experience as simple and organized as possible while offering the support you need for successful tax outcomes.
Personal Tax Organizer
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 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.
Complete the Personal Tax Organizer by completing the Online Form so we can get to work immediately.
Business Tax Organizer
Complete our business tax organizer to help us start your business tax return preparation. Answer a few short questions to help us get rolling.
BOI Compliance Organizer
Complete our BOI Compliance Organizer to help us get your mandatory BOI report filed in a timely manner.
Onboarding Form
Onboarding Form
Interested in working with us? Fill out this short form and we will get in touch.