Lower taxes for business owners,
with your books and returns done for you.
Our free savings review goes through last year's return with you and gives you your savings in dollars, in writing.
Free · 30 seconds
What could you save?
Enter your business profit to see a range.
An estimate of federal and Utah income tax and self-employment tax at 2026 rates. Nothing you type is sent or saved.
$5,000 guarantee. If your written tax plan doesn't show at least $5,000 in tax savings, we refund $5,000 of your fees.
Just need a personal return? Book a free call.
Enrolled Agents, admitted to practice before the Internal Revenue Service · CVA · CDFA®
“Extremely helpful at giving you tips and tricks to reduce your tax liability each year.”
- 4.9 ★91 Google reviews
- $5,000Tax savings guarantee
- 20+ yrsIn tax and financial services
- 2 officesWest Haven and Midway, Utah
Upcoming tax deadlines
- Jan15
4th quarter estimated tax
Self-employed, landlords, investors
61 days away
- Feb1
W-2s and 1099-NECs due
Employers and anyone who paid contractors
78 days away
- Mar15
S corp and partnership returns
Forms 1120-S and 1065, or extension
120 days away
- Apr15
Individual returns and C corps
Form 1040, Utah TC-40, 1st quarter estimate
151 days away
Get ready before these dates
Our checklist lists every form and record to gather for your 2026 return, for households and small businesses. Gather them once and your return, or your savings review, goes faster.
Free · Instant download
2026 Tax Document Checklist
Every form and record to gather for your 2026 return, for households and small businesses.
Plus one short tax tip a week once you confirm your email. Unsubscribe anytime.
What we do
Tax Prep & Planning
We prepare your return and we plan ahead of it. Federal, state, individual, and business.
- Individual & business returns
- Multi-state filing
- S corp elections
- Year-end tax planning
Bookkeeping & Payroll
Monthly books in QuickBooks, reconciled and review-ready. Your return shouldn't start from a shoebox.
- Monthly reconciliation
- Payroll
- Readable financials
- Book-to-tax cleanup
IRS Representation
Got a letter? Don't call them yourself. Our Enrolled Agents are admitted to practice before the Internal Revenue Service and can represent you.
- Notice response
- Audit representation
- Payment plans
- Back-year filings
Business Advisory & Valuation
Monthly reporting from your QuickBooks file, and CVA-certified valuations for sales, buyouts and legal proceedings.
- Monthly reports & KPIs
- Business valuation (CVA)
- Entity & exit planning
- Partner buyouts
Going through a divorce?
Our partners also run a CDFA® practice for asset tracing, business valuation, support analysis and expert testimony.
How it works
Book a free call
Pick a time that works. A tax advisor learns what you need and gives you a price before any work starts.
Upload your documents
Send everything through our secure client portal. No email attachments, no trips to the office unless you want one.
Review and sign
We walk you through the return or the plan, answer your questions, and file once you approve it.
Pricing
Personal Taxes
Individuals and families
- Federal and state filing
- Reviewed by our tax team
- Deduction and credit review
- Additional forms quoted up front
Small Business Package
Lower taxes, current books, no April surprises
- Written tax plan with your savings in dollars
- Quarterly tax and advisory meetings
- Bookkeeping and payroll
- Business and personal returns
$5,000 guarantee. If your written tax plan doesn't show at least $5,000 in tax savings, we refund $5,000 of your fees.
We go through last year's return with you and give you your savings in dollars, in writing.
Get my free savings review★★★★★ 4.9 from 91 Google reviewsBusiness Returns
One owner, one state
- S corporation, partnership or C corporation return
- Federal and state filing
- Reviewed by our tax team
- More owners, entities or states quoted up front
Base prices cover the listed scope. Complex situations cost more, and we'll tell you the number before we start, not after.
What you get
Your savings in dollars, in writing
In the free savings review we go through last year's return with you, line by line. You leave with a written summary of each change, what it saves each year, and the total. If you join the Small Business Package and your written tax plan doesn't show at least $5,000 in savings, we refund $5,000 of your fees.
Get my free savings reviewDavis Schuler & Associates, LLC
Tax savings review
Sample household
Plumbing business, $210,000 profit
Estimated tax savings this year
$16,400
Elect S corporation status Salary of about 40% of profit, the rest as distributions | $8,300 |
Open a solo 401(k) $15,000 contributed this year | $4,100 |
Reimburse home office and mileage Through a written accountable plan | $1,900 |
Pay your children for real work Two children, covered by their standard deduction | $1,700 |
Make the Utah PTE election Deducts the Utah tax outside the SALT cap | $400 |
Sample figures for illustration. Your review uses your return.
What clients say
Based on 91 Google reviews
"I had a lot going on with the IRS no one would touch me but Aaron took me in and has walked me through every step... Aaron didn’t blink an eye he went in full speed and helped me figure it all out."
R. Atmore
Google review
"Joe and his team are amazing. Not only are they quick and very affordable but they are extremely helpful at giving you tips and tricks to reduce your tax liability each year. I recommend them to everyone I know."
Scott Y.
Google review
"Joe and his people did a great job on both my W2 taxes and rental property taxes. He spent time reviewing all work and looking at next year to prepare for any changes. Excellent work and at a very reasonable cost."
Ben M.
Google review
Our Team
Meet the team
Led by tax advisors Joseph Davis and Aaron Schuler, both Enrolled Agents admitted to practice before the Internal Revenue Service, with offices in West Haven and Midway, Utah, serving clients across the country. More than 150 years of combined experience in tax, accounting and bookkeeping.
Joseph A. Davis
Owner · EA · MAFF · CDFA® · BFA™
Joe has spent more than 20 years in financial services and is the managing partner of Davis Schuler & Associates. As an Enrolled Agent he has unlimited rights to represent taxpayers before the IRS, and his forensic and divorce financial work supports divorcing clients, attorneys, and mediators in complex cases. When he isn't working, he's home playing with his kids and probably mowing the lawn.
Aaron Schuler, Jr.
Owner · EA · CVA · CDFA®
Aaron is a partner at Davis Schuler & Associates and an Enrolled Agent with unlimited rights to represent taxpayers before the IRS. He holds the CVA designation from NACVA for business valuation and works divorce financial and forensic engagements alongside Joe, serving clients from Ogden to Rock Springs, Wyoming. Off the clock he's fishing, hunting, camping, or fixing something in the garage.
Darlene BennettEnrolled Agent
22 years as an EA in tax preparation and business consulting. Previously owned and operated Business 2 Business Services. Hooper resident for over 30 years.
Sonda DonleyEnrolled Agent
An EA since 2015, serving individuals and businesses with detail-first tax guidance. Loves travel, especially cruises, reading, and her grandkids.
Meet the rest of the team (10)Hide the rest of the team
Candace RasmussenOffice Manager
20+ years of administrative and operational experience. Runs the office, the processes, and the client experience so everything else runs on time.
Shana ButlerBookkeeping Manager
Master's in Accounting from WGU and over 10 years of bookkeeping experience. Leads the bookkeeping team that keeps client books accurate and current.
Stacey RoylanceBookkeeper
30+ years across accounting, bookkeeping, payroll, and HR since 1994. Associate's in Accounting from Stevens-Henager. Happiest outdoors or at the family cabin in Island Park.
Natalie ThompsonBookkeeper
Nine years in accounting roles, with the firm since 2023. Keeps client financial data accurate so owners can make decisions with confidence.
Eileen CristanelliBookkeeper
Bookkeeping since 1979, starting with an accounting firm in Rock Springs, Wyoming. Deep QuickBooks expertise in data entry, reconciliation, and financial reports.
CSCathy SpencerBookkeeper
Experienced bookkeeper bringing meticulous attention to detail and a client-first approach to every engagement.
MVMindi VandersteenBookkeeper
Dedicated bookkeeper committed to keeping client financials accurate, organized, and ready for any reporting need.
AHAngela HansenBookkeeper
Detail-oriented bookkeeper with a focus on clean records and timely reconciliations that keep businesses on track.
Jessica WilliamsBookkeeper
Bookkeeper focused on delivering clear, accurate financial records so business owners always know where they stand.
Kattie NipkoBookkeeper
Detail-oriented bookkeeper committed to keeping client financials accurate, organized, and ready for any reporting need.
FAQ
Questions we get a lot.
If yours isn't here, see our Tax Answers library or just call us. We're not hard to reach.
Contact
Two locations across Utah.
Ogden Office
Davis Schuler & Associates, LLC4640 S 3500 W, Suite 2
West Haven, UT 84401
(801) 620-0586
support@davistaxes.com
Mon–Fri. Extended hours in tax season.
DirectionsMidway Office
Davis Schuler & Associates, LLC695 E Main St, Suite E5
Midway, UT 84049
(801) 620-0586
Mon–Fri. Closes 5 PM.
DirectionsGet in touch
Tell us what you need and we'll follow up.