Enlisted Design CEOEnlisted Design is a fifty person design agency based in Oakland, CA and Salt Lake City Utah. Our clients span the globe, including Allbirds, Stance, Samsung, MrBeast, Jabra, Nestlé, and Amazon. When we opened our SLC office, we transitioned our finances, accounting, and tax strategy to Davies + Allen, based on a recommendation by our financial adviser, Cam McClellan of Ailsa Capital. For the past three years, J.W., Dustin, and their team have not only functioned as our accountant, but most importantly our financial, tax, and investment strategists. They’ve brought investment opportunities to us, and saved us hundreds of thousand of dollars in tax exposure. I have recommended J.W. to other design agencies, baed in California and Utah since the service business industry is hard to understand and account for correctly.
CFO & Partner, EDGEOur company has worked with Davies Allen for the last 10 years. In that time we have grown 10x in size and undergone many changes. One of the things that I value the most about our working relationship with Davies Allen is how the level of support and partnership has also grown and evolved to meet the growth and demands. I have come to value tremendously how the relationship has become more of a partnership and allowed us to be more proactive in our planning and strategy. When challenges and missed expectations have occurred we have been able to address and move forward due to the open and clear communication embraced by all of the Davies Allen team members. I look forward to many more years of working together as we continue to attack the challenges and opportunities the future holds.
Owner/Founder Epic Dental StudioWe started working with Davies+Allen several years ago after considering them and other CPA firms to help us with tax strategy, planning, and filing for our rapidly growing dental laboratory. We are so happy we chose Davies+Allen! Our relationship and experience with Brad and the entire team have been impressive right from the start. The attention and responsiveness we receive from them are truly amazing. We are always treated as a top priority and receive almost immediate answers and feedback to our questions. In our conversations, it is obvious that their knowledge level – including specific details about our industry – is high and up-to-date. Our business has benefited significantly from the value that Davies+Allen has delivered. We look forward to our continued partnership and have full confidence that Davies+Allen will be there to support our company as we continue to grow.
CFO, Lime Ricki SwimwearI started working with Brad at Davies + Allen several years ago when we were looking for an accounting firm that could better understand our business needs. Brad expertly extracts the story of what is happening in the business and identifies areas that we can adjust to increase profits and decrease tax burden. His insights have been invaluable. Sometimes I feel like we are his only client as he is quick to respond to emails and to make room in his schedule to meet together. I highly recommend Davies + Allen.
CEO SnugZ USADavies+Allen and the entire team has been amazing to work with and has grown with me overtime. They provide amazing business tax strategy along with personal and family estate tax planning. I’ve enjoyed my relationship with them and enjoy watching all the support the provide the community in addition. I’m always happy to recommend Davies+Allen to those in need of going to the next level.