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Davis Tax & Accounting

Davis Tax & Accounting

Reviews Summary

Customers consistently praise the professionalism, responsiveness, and expertise of the tax services. Many highlight the stress-free experience, thorough explanations, and quick turnaround times, especially for self-employed or first-time clients. The service is described as reliable, patient, and highly knowledgeable, with clear communication and attention to detail. Several reviewers mention returning annually and recommending the service to others due to its accuracy and ease. The rare 4-star review still notes promptness and competence. Overall, satisfaction is overwhelmingly positive, with particular appreciation for personalized care and efficient remote handling.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Professional Services
QuickBooks

Contact Information

Address

642 S 2200 W

Lehi, Utah 84043

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

We can confidently say that working with Trang Davis is the best money we spend all year! She is an absolute pleasure to work with?always professional, patient, and incredibly knowledgeable. She takes the time to answer all of our questions and makes the entire process stress-free. We highly recommend her to anyone looking for an expert who genuinely cares about her clients!

We have been so happy with Davis Tax and Accounting! Trang is so helpful and takes the time to understand our unique circumstances. She is efficient, but we never feel rushed. We?d recommend working with Davis Tax & Accounting to anyone!

Trang is absolutely incredible. She took her time explaining every question I had about my business taxes and how it all works. She made everything so easy for me as a first time customer and stress free. I will probably be a lifetime customer!

Trang is very professional and worked throughly and quickly to help prepare my taxes. The layout is simple to manage in preparing your taxes. She helps to make sure you aren?t missing anything. She was reliable. Whenever I had questions she was very quick to respond. I?ve gone to her for two years and plan on continuing because it was easy and painless. And those are the two things people need the most when working through taxes.

Trang is amazing and I can't stop raving about her to my small business friends. She is knowledgable, very responsive and organized, patient, and helpful. I actually look forward to taxes next year knowing we will be in such capable hands.

Trang was very patient with me and listened to my concerns. She was very knowledgeable about things that involved my situation. We had her file federal and state and they were both done in a timely manner and we received our federal income tax check very quickly.

I've hired Trang these past two years to do my taxes and I haven't been disappointed. She is easy to communicate with and has even taken the time to walk me through some questions or misunderstandings I had about my taxes. I love all of her work and will continue to go to her in the future.

I have really enjoyed how confident I feel about Trang doing my taxes each year. She does it with professionalism and accuracy. I have never had any issues with taxes since I have started having her do them.

Davis Tax and Acounting was great to work with. Trang was very informative and easy to work with. She communicated with me regularly and I am very happy with the final results.

Our experience with Davis Tax & Accounting was excellent. They were responsive, answered my questions quickly and clearly and completed our Tax package in a very short period of time. This was accomplished while working remotely 1500 miles away from their office. Keith Hanson Badger State Deck & Railing LLC

It was great to work with them. I always have a ton a questions about our taxes, since I am self employed, and Trang always got back to me really fast and helped answer all my questions. I'd recommend them.

As a first-year investment property owner, there was a lot more to doing taxes than we realized. Trang was patient and professional as she stepped us through everything.

It was a pleasure working with the team at Davis Tax and Accounting. Quick responses, great tax advise, and in the end a good outcome for us.

Very helpful and responsive beyond what I expected. I plan to use them for the years ahead.

Good service. Very prompt and knowledgeable in tax accounting.

Very responsive, professional and great to do business with.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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