Davies + Allen

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

We communicate timely and in a way you can understand It’s that simple

Co-Founder & Tax Partner

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

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

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

We also offer Audited & Reviewed Financial Statements, 401(k) TPA Services, Payroll Processing, and Internal Control Planning

Individual Tax Preparation Trust Tax Preparation Partnership Tax Returns Corporate Tax Returns Amended Tax Returns Tax Planning Compiled Financial Statements Reviewed Financial Statements Audited Financial Statements CFO Services Monthly Accounting Quarterly Accounting Year-end Accounting Quickbooks Setup Quarterly Payroll Tax 1099 Preparation Cost Segregation Payroll Processing Entity Consulting Employer Account Numbers Business Valuation

Get the skinny on our dedication to service straight from the horses’ mouths (figuratively speaking, of course).

CFO, Lime Ricki Swimwear CFO & Partner, EDGE 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 Form by either downloading the PDF or completing the Online Form so we can get to work immediately

Complete our business tax organizer to help us start your business tax return preparation Answer a few short questions to help us get rolling

We love helping people. Let us know what we can do for you today.

• Is there a specific person you'd like to work with?
• Estimate your taxable income for the current year
• Describe your accounting needs:
• Attach documents: Max
• file size: 50 MB