Tax Preparation & Planning Services

Unparalleled personalized accounting services

Tax Planning and Preparation Services

Through our tax preparation & planning company, Davis Tax & Associates, we host a network of CPAs & EAs to support our client’s tax needs. From tax preparation & planning, bookkeeping & resolution services we can provide expert service at an affordable cost. Check out our areas of expertise for your complete tax preparation needs:


Tax Consultation

Our team has the experience and qualifications to provide expertise in different areas. Whether you are looking for honest accounting guidance or tax advice, we’re here to help.

Business Tax Prep & Bookkeeping

Working with Davis Tax & Associates, you can rest assured that your financial matters will be handled with tact and careful consideration.


Personal Tax Preparation

Davis Tax & Associates provides unparalleled personalized accounting services. We’re here to foster all of your accounting needs, with your best interests in mind.

Tax Smart Pros

We specialize in a wide variety of accounting services for our clients

Working with Davis Tax & Associates, you can rest assured that your financial matters will be handled with tact and careful consideration.

Pease contact us via the form below, or visit our full business website, Davis Tax & Associates, for more detailed tax service descriptions. Don’t know where to start? Visit our affiliate, Find a CPA Today to get meaningful tax information & connect with local pros.

Contact Us

Let's start mapping your financial future!

Davis Financial LLC

A financial services firm servicing clients across Utah. We strive to understand your goals, help you manage your retirement planning, guide your overall wealth strategy and help minimize your tax liability through a long-term and trustworthy relationship.

Get in Touch

Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It

Copyright © 2018 Davis Financial. All Rights Reserved. Site by Jolly Creative Agency.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207.  Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm.  BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. Joseph Davis, Registered Representative. Tax services provided by Davis Tax & Associates. Advisory services offered by Beam Asset Management. Joseph Davis, Investment Advisor Representative. Davis Financial LLC, Beam Asset Management, Davis Tax & Associates, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.