Davies Allen, P.C. - CPA Firm

I used Davies Allen to file my taxes this year and I am beyond impressed! I worked with Troy and Abigail who were exceptional. They more than doubled my expected tax refund helping me get tax credits I didn't even know I qualified for! The whole process was so much easier than I thought it could be and they helped me every step of the way. They were quick to answer my questions and explained things in a way that was so easy to understand which helped me feel confident filing my taxes this year. I cannot rec

Chad and McCall are amazing to work with. Been in business for 14 years and worked with 4 different accountants, we switched over to Davies Allen in 2024 and couldn?t be happier. Fast effective communication and common sense ideas that not only save us on taxes but time as well! Highly recommend

We have always been very pleased with Davies Allen for our tax returns. They always answer our questions promptly and file our returns in record time! We have only worked with Rusty and McCall and they are both wonderful and very accommodating. Thank you for being our go-to for tax season.

Davies Allen is professional, thorough and dependable! I use them myself and also refer my clients because I know they will receive outstanding care and attention. Top rate firm.

Chad and McCall are very responsive and knowledgeable. I've worked with Davies Allen for many years, and have recommended them to a lot of people, now including you, through the power of the World Wide Web!

I was in a position where I both left employment middle of 2024 and began generating income as a business, making tax planning much more complex. The team at Davies Allen handled this for me expertly and I am getting a very nice tax refund. Thank you all so much!

Switched our car dealerships and rental properties CPA tax work to Davies Allen Service far better than previous firm we had for 20 years and the fees are substantially less than previous Communication is FAST Great attention to the smallest detail Always available for questions Has succeeded our expectations

McCall and Rusty are amazing. So efficient, professional and knowledgeable. They are a pleasure to work with. We look forward to continuing working with them in an annual basis.

We switched our business to Davies Allen last year and it has been one of the best business decisions we have made. JW and Chad have an unsurpassed depth of knowledge and capabilities. The attention and care that they apply to our account has resulted in remarkable savings and efficiencies, as well as peace of mind that everything is done right. Great people that care about their clients and doing their very best for them. That level of customer service combined with work products that surpass any other fir

We have gone through many accountants to get to the right one. Chad at Davies Allen is the best! He stays on top of things and keeps us in line. He speaks our language which is very important. His team is great to work with. Zach, McCall & Stevanie are always ready to assist. This was the best investment we have made for our Business. Thx Davies Allen

Rusty was amazing to work with the Davies Allen systems made it easy to upload necessary documents straight from my phone. McCall was great too! Very pleasant tax preparation season. Will definitely be using Davies Allen going forward.

I moved our company to Davies and Allen in mid 2022. It has turned out to be the best financial decision we have made for our business. JW Davies and Chad Allen met personally with us and genuinely cared about coming up with unique ways to help. I have met with them regarding future business decisions and structuring ideas that have positioned us for added success, moving forward. Their foresight and knowledge has saved our business hundreds of thousands of dollars. I can't recommend them strong enough

So happy with Davies Allen. They started with our personal taxes and we have since moved our business accounts to them as well, saving us frustration and ??thousands?? each year. They are always available and helpful. ??

Davies Allen has been amazing to work with. Quite honestly, if we knew about them earlier we could have saved ourselves years of stress and mistakes made by prior accounting firms. Davis Allen has been great for easy tax returns to helping us with very complicated scenarios. I really appreciate that they are willing to meet with us before the end of the year so that there are no surprises when April rolls around!

Davies Allen has been my go to accounting firm for many years. Prior to working with their awesome firm, I bounced around several accountants, never satisfied with my experience. I am grateful to finally have an accountant I can trust with a team of talented people. On top of a great customer experience, they have saved me a ton of money with their tax strategies. I don't make any big financial decisions without consulting with them. Always trustworthy. Always straightforward. Always accessible. Thank you,

Rusty and McCall are a great team, and thorough, and easy to work with. Would recommend them his team and form to anyone!!

We have absolutely loved our experience with Davies + Allen! The entire team is excellent and working with them has really given us peace of mind with our various accounting needs. They have always answered our questions and are very prompt and responsive. Would recommend to anyone looking for a great accounting firm.

I've worked with Davies Allen for over a year now and have been very pleased and happy with the service I have received from their team. Our company has some challenging tax requirements that originally we were not aware of. Davies Allen has helped us not only fix our issues but also meet those requirements going forward based on their accountants who specialize in many different areas of tax accounting. Anytime someone asks me who they should use for accounting services, I have no problems sharing Davie

I have been working with Brad from Davies Allen for over ten years now. Brad is very professional, very responsive to our needs, and provides great quality work at a great value. I cannot remember a time when Brad, or a member of the staff has not gotten back to me in a timely fashion. Brad has great knowledge on a wide variety of tax laws and will always give advice you can count on to be in your best interest. I have recommend Brad, and Davies Allen to a number of associates and friends all of which have

I would give 6 stars if I could. After using another large firm for all my businesses for multiple years (with continuing frustration), I was referred to Davies Allen. I?ve been blown away by their strategy, kindness, and expertise. I use them for bookkeeping as well as tax planning and prep and the coordination is seamless. Moving to DA has been the best business decision I?ve made in years. They truly are the best.

Davies Allen has taken very good care of us for many many years. They are great at managing our business and our personal taxes together to make sure to leverage all possible deductions. They have been amazing to bring to our attention tax savings strategies that we wouldn't have known about otherwise. Super satisfied customer!

Been working with them for years, they make taxes so easy. Such a lovely team, I adore Stevanie!

Weller Recreation have worked with Davies Allen for the past several years and would highly recommend them. They do work on several of our companies, always prompt and very, very knowledgeable when it comes to our accounting and tax code. It has been a pleasure to work with them because they treat you like family.

I have no regrets of using your service to prepare my 2023 taxes. My only problem was uploading PDFs to the portal which sometimes did not work. But the return was prepared in a timely manner and I am satisfied. I have usually done my own taxes except for special circumstances for 2023 & 2024...so I will likely call on Davies once again when tax season rolls around.

We have been very happy with Davies Allen for many years now. They are professional and personable. We feel like they always have our interests in mind and mainly the results of their service is accurate and thorough. We also appreciate they have a office nearby and they make themselves available whenever you need anything. They answer the phone. They are pleasant to work with and they get what we need done quickly. We recommend them to all who are looking for people they can trust. Everyone in the compan

We are so glad we hired Davies Allen this past year... they have taken the stress out of tax prep and saved us so much with creative tax strategies. They are some of the best in the business and easily worth their fees! I would highly recommend to anyone looking for assistance with tax strategies and savings!

We have worked with Davies Allen for several years. They are competent, honest, and hard working. They have expertly advised us on a variety of complex issues related to our business and personal tax situations. I always come away feeling more confident in what I'm doing and that I have been given great advice. I highly recommend their services.

Do not work with Chad. We have worked with Chad at Davies Allen for the past 3 tax years. We hired him because we have company stocks that were effecting our taxes, needed tax advice and someone more knowledgeable working on our taxes. This last year Chad came to us and told us we owed $150k in taxes due to some stock choices we made (which we attempted to get his advice on). We had to pay this - $150k. Something felt off and I got his tax work audited by other accountants and both concluded the same, Chad

My husband and I have had a pleasure of working with Davies Allen PC for many years. We have appreciated them giving us sound advice and tax preparation on both our personal and business taxes. JW Davies and his staff have given us great service.

I have worked with Davies Allen of Heber City for about 15 years! They have been professional to work with, service is very fast, and their technology makes it simple. Thank you Davies Allen for keeping current with the tax law and staying up with the times.

Working with Davies Allen takes the worry out of taxes for our business and my personal taxes. They are always looking out for our best interest and are up to date on new laws and regulations. They are always professional and responsive to our needs.

Davies Allen helps us with our business and personal taxes and tax planning. They are prompt, reliable, friendly, knowledgeable and helpful and make doing our taxes as painless as possible. We have been pleased with them for many years and hope to retain them for many more.

I have used JW as my accountant for 10 years now. I followed him when he founded Davies Allen because I always appreciated the way he treated me and the quality of the work he did. Today, he and his team at Davies Allen bring so much added value to me as a small business owner, well beyond just doing my taxes. They are truly consultants to my successful enterprise.

The team at Davies Allen in Heber/Orem have been great to work with. I'm sure I'm not their biggest client and it really matters that they take the time to take care of ALL their clients. They have always gotten back to me and have provided personalized care. Their firm also has enough capacity and experience that I feel comfortable I'm in good hands.

J.W. Davies has handled both my personal and business taxes for years. He is excellent at strategic planning, and he is my trusted advisor for all things related to tax preparation and the financial operations of my business. I highly recommend him and the Davies Allen team.

I have used the services of Davies Allen for over 10 years and have always been pleased with the quality of their work. They have prepared all of the financial statements and taxes for three companies, provided excellent strategic financial advice and tax planning. I have worked with big 4 firms and several regional firms with my businesses and have always believed that one of the key elements in achieving business success is selecting a top quality accounting firm. Davies Allen meets and exceeds all of

The team at Davies Allen has done my business and personal taxes for several years Everyone there is very experienced, helpful, and friendly. I'm always treated as their most important client and I appreciate that. Highly recommend them!

I started using Davies Allen in 2011 for a different company. Since that time I started a new business that time has grown very rapidly and, partly because of their services, very profitably. I have used J.W. Davies like a CFO. In earlier years, I was the first tax attorney in Idaho and have a lot of experience with judging the quality of accountant services. They were highly professional, careful, accurate, and reliable. I have recommended them to numerous companies over the past 9 years.

We have loved working with Davies and Allen. They have helped us with our Business and personal taxes for 6 years. We have appreciated all they do in helping us with taxes and they stay up to date on all tax laws. Great company.

I have been using Davies Allen for over 10 years now. Such a professional staff and very good to work with. They are very responsive and quickly turn around any tax task requested. Thanks again for all your help!

JW and his team at Davies+Allen are excellent! I had been looking for someone to provide a higher level of accounting services for my small business. Someone to do more than just my taxes, but really try to understand my business and offer input and advice as I grow. They have gone above and beyond my expectations. Thank you team!

The Davies Allen team has provided us with expert advice, money saving tax solutions, competitive prices, and a trustworthy, friendly, and helpful staff. Several friends and business owners referred us to J.W. Davies for tax and accounting services over 7 years ago. He helped us set up more tax-efficient business solutions as well as ideas and options in our personal taxes.

The office at Davies Allen are all so kind and helpful. JW has been a great asset to me as I learn how to account for our small business, sincerely helping us to do everything we can to save us money overall. Carol and Amanda are great with their customer service skills as well.

Excellent service, knowledge, and insights. They have successfully helped me with my taxes and referred me to various vendors that can assist in aiding me with the services I need to accomplish long term goals as well. I've referred and will continue to refer and use them!

Davies Allen is experienced and forward thinking to help you maximize what is best for you with your business or personal situation. Tax planning is a must every year and everyone on the staff is very helpful, and friendly. JW has been a very big help over the years and would Highly recommend them!

We appreciate Brad, Dalton, & Stevanie for all their help with our taxes this year. These guys really came through for us, and we?re so grateful for all the money they helped us save!

We always have a good experience at Davies Allen. We appreciate their advice and the professional way they do business. The staff is easy at to work with and helpful. Through the years we have always been grateful for our association.

Davies Allen is a great company to work with. They are fast, efficient, and thorough in helping me to forecast, prepare, and manage my tax filings each year. Highly recommend!!

I've been a client of Davies Allen since they first started. The service has generally been very satisfactory...until recently. We were overcharged by Davies Allen for some tax planning we had requested in December 2019. The work was a bit sloppy in this appointment because they were late in requesting the needed information. This put us in crunch mode to get it to them. They opened up our accounting files to prepare for the appointment only an hour before we were supposed to meet, which then put them in cr

To be fair, we have only just begun working with Davies Allen. However, thus far, Brad's expertise and experience is evident as it relates to our specific business. So far this has been refreshing and extremely helpful. They have already helped us clean some things up and assemble a plan for moving forward. It's always tricky leaving a review so early on as often you aren't sure how things will work out long term. But you have to start somewhere and we are off to a great start with these guys. Looking

Davies Allen is the place to be! They have an amazing staff that is efficient, so kind and really fun to work with. They will do anything they can to help and make sure you understand. They are not in a hurry, really talk to you and listen! This is the customer service firm!! Please give them a try!

I can't say enough about the Davies Allen CPA Firm. They have been responsive to my accounting needs for over 10 years. They are always professional and responsive to my ever changing accounting and business needs. Thanks to Davies Allen Team!!!

I've worked with Brad Allen for over a decade. He's a great mix of personal and professional and he does outstanding tax work. As a small business owner with multiple income sources and deductions, Brad has helped me understand and implement legal tax strategies which have helped me to pay the right amount of tax and nothing more.

We switched from our previous CPA to JW and have been extremely happy with the service he's offered. From business consulting to tax help, JW has been an awesome partner! We?ve worked with both JW and Chad Allen and both have been extremely sharp, professional, and helpful! I would highly recommend!

We love working with Davies Allen. I have no need to worry that everything is being taken care of. Whenever I need information, a report, or have a question, I always get a quick answer. And more importantly the answer or information is accurate, detailed and always what I need. We feel fortunate to have this firm on our side.

We moved all of our personal and business accounting over to JW a few years ago based on the recommendation from several people. First of all they are responsive and highly competent. But more important to me is that they really care about doing a great job. They care about your family and how your finances affect your family. They are thorough in looking through all of the things you are involved with, and making a tax plan to maximize tax benefits that are available to you. They are forward thinking

Brad has been an amazing help in our business. He provides a steady mind and sound financial strategy for our long-term success. Highly recommend Davies Allen!

Davies Allen has been great to work with. Does what they say they're going to do it when they say they're going to do it. Explains hard tax questions in a simple way. I have really enjoyed working with them.

I run my own small business from home, and use Davies Allen to help prepare and file my taxes. J.W. Davies is professional and very knowledgeable, and is well worth the investment!

Davies Allen are exceptional! I appreciate their attention and help. I've referred family and friends and will continue to do so. Thanks J.W. for being a trusted resource.

As a new business, we have been working with Brad Allen for the past two years. Brad has been extremely helpful in educating my business partner and I on taxes and accounting. I highly recommend their services to new or established businesses.

We have worked with JW and his staff for many years and it has always been both a good professional as well as personal experience. JW has helped us with taxes related to several business entities, 1031's, conservation easements and surviving and successfully defending an aggressive tax audit by the IRS. He has and continues to provided invaluable tax strategies for both personal and business taxes that have provided us very good tax deduction advise that has helped us legally reduce our tax liability over

We love working with Davies Allen and find that our clients are well taken care of and in trusting hands when we refer them over. Keep up the excellent work team!

JW and his team were so great helping us with our taxes. JW took the time to explain a few tax law questions we had in a way that we could understand as non accountants. His support staff was very responsive and friendly. I'd highly recommend this firm to anyone.

I have been working with JW and staff for several years now. They are very professional and provide excellent service with a personal touch. Out of the box thinking coupled with a solid understanding of tax law has resulted in significant savings in my personal taxes. I would highly recommend them to anyone.

I greatly appreciated their attention to my specific tax requirements and their helpful recommendations. They followed up our meeting with an email outlining the next steps we needed to take. JW, Chad and their staff were friendly, and welcoming. I look forward to working with them.

Davies Allen did our taxes for us the first time this year. They did great and were timely. Thanks J.W. and Rusty.

JW and his team have been helpful in dialing in my tax strategy and accounting logistics. I appreciate and trust these guys to do the job well. Thanks Davies Allen!

Love this CPA firm. I am a CPA myself and have worked in public accounting in the past. They take a refreshing client oriented approach and make things easy for our company to accomplish our goals. Its no wonder they are very popular and growing rapidly. This firm is awesome.

JW and his team do my personal and business accounting. I have always been impressed with their professionalism and expertise. What I really like about their practice is the relationship I have with them. They encourage me to reach out with questions and are always happy to help. Awesome service!

K-1's, 1099's, R2D2's, these guys help translate complicated tax forms into English and help you create a strategy to keep as much of your hard earned money as you can. They are truly passionate about tax prep and accounting, which as a business owner, allows me to remain passionate about my business. They are thorough, responsive, and trustworthy--everything that you would want in an accountant.

I had to bring in my tax stuff last minute and they did a great job for me. We have multiple K1's and rental properties but it was not a problem for them at all. Nice to have high level professionals here close to home.

J.W. is a great accountant. He helped me with our personal taxes and prepped us for the changes in 2018 taxes. I loved being able to meet with him in person and know that he has our families best interest in mind.

I have worked with Davies + Allen for many years and they have always been great and easy to work with!

Knowledgeable, not just about taxes, but about our family and our various enterprises. JW has helped us work through some challenging and interesting situations in the past, and continues to advise us now, with clarity and insight.

They're the best! Very attentive, friendly and patient when explaining the best ways to approach accounting practices and understanding our options. I've personally worked with Baden and he's been nothing but phenomenal.

Brad Allen is the only one I trust I give me the financial advice I need and take care of my business and personal taxes. He is a 5 star guy that does 5 star work!

Wow! JW knows his stuff. We met with JW to have him help us with some partnerships details. He explained and walked us through everything from start to finish. Because we had very little previous knowledge of how to lay it out, he helped make it clear quickly, in easy terms, of each step we needed to take to get it all set up. Thank you, JW, you?re awesome!!

Tax time is not a fun time but is a must time. Thank you, Carol for your friendly face and genuine concern. Thank you, Melanie and JW for making the process as quick and painless as possible and spending the extra time to research possibilities and options that could be beneficial.

I had a fairly complex tax situation as it relates to ISO/NSO options grants, AMT, etc. J.W. was able to review and digest in less than two hours and give me a recommendation. Insanely helpful, would definitely recommend to a friend.

Always received great work and customer service from Davies Allen. Would and have recommended to friends and family.

Great company and service. Very helpful with year-end tax planning. Highly recommend Davies-Allen services.

Absolutly love the work they do. Helped me get me taxes lowered I love this new life.

Very thorough and professional. I have complete confidence that my taxes are done accurately every year. I have never had any issues in the 6 years I have been using them completely satisfied

Working with JB and his team have been such a great experience. Not only have they saved me thousands in taxes but they educate me throughout the entire process. I can recommend these guys enough.

Great insite and up to date on current regulations. Great people to work with. My business will save a substantial amount of money in taxes using their services and knowledge.

I have worked with Davies Allen for more than ten years. They do an exceptional job.

They have exceeded all expectations they are personable, detailed, and provide A1 service. They go beyond what?s required and find creative solutions and planning. They make a complicated process simple.