Davies Allen, P.C. - CPA Firm 322 E Gateway Drive, Heber City, UT 84032

"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 firm we have found makes Davies Allen an obvious choice for us, and one we recommend to anyone."

"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 made a mistake and even the explanation he gave us to why we owed taxes - was also very incorrect. Chad assured me others at the firm had looked into our taxes and he said there was nothing we could do. After the audit, we actually owed $19k, not $150k and now we are trying to get a refund from the IRS and our life took a drastic turn after having to pay this. We are having all past years taxes he worked on audited as our new accountants are suspicious that those might also have mistakes. We also found out Chad is not a CPA, he is a CFA. You should know this before working with him! I have heard wonderful things about Davies Allen and they came highly recommended, unfortunately we didn’t have that experience and it really effected our lives. I have contacted Brad in hopes he can make things right, as well as make some changes so this doesn’t happen to anyone else. I never heard back from Brad after multiple attempts to contact him. No one at Davies Allen got back to me. I have since then spoken to many other people that have worked with Davies Allen in Heber who left after similar experiences."

"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, Brad and team, for your service to me and my businesses over the years!"

"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!"

"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. Take the time to do a consult visit and see for yourself. I'm confident you will be impressed."