Taxes done right,
by people who like to do taxes.
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2026 Tax Document Checklist
Every form and record to gather for your 2026 return, for households and small businesses.
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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 projections
Bookkeeping & Accounting
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. EAs have the same rights as attorneys before the IRS.
- Notice response
- Audit representation
- Payment plans
- Back-year filings
Business Advisory
Monthly financial reporting, KPI tracking and tax planning from your QuickBooks file.
Business Valuation
CVA-certified valuations for sales, buyouts, and legal proceedings.
Tax Planning & Education
Defer income, lower liabilities, and keep more of what you earn.
Going through a divorce?
Our founding partners also run Utah's leading Certified Divorce Financial Analyst practice. Forensic analysis, asset tracing, business valuation, and expert testimony witness work, that all lives within our CDFA® practice, where that's all we do.
Pricing
Personal Taxes
Individuals and families
- Federal and state filing
- Prepared and reviewed by an EA
- Deduction and credit review
- Additional forms quoted up front
Small Business Package
Owners who want it all handled
- Monthly bookkeeping and payroll
- Business and personal returns included
- Quarterly check-ins
- Year-round access to your EA
Business Services
Multi-entity and multi-state businesses
- Federal and multi-state compliance
- Comprehensive deduction strategy
- Entity structure review
- Scoped and quoted before work begins
Base prices cover the listed scope. Complex situations cost more, and we'll tell you the number before we start, not after.
Our Team
Meet the team
Led by Enrolled Agents Joseph Davis and Aaron Schuler, 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.
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.
Our core values
Integrity
We do what is right, even when it is difficult, inconvenient, or unseen.
Honesty
We tell you what you need to hear, clearly and directly, including fees and risks.
Trust
We do what we say we will do and safeguard every piece of your information.
Knowledge
We turn complicated tax issues into advice you can understand and act on.
High-Touch Service
We stay accessible all year, not just at tax time, so you feel informed and less overwhelmed.
What clients say
Based on 91 Google reviews
"I've been going to Joe for years and he is absolutely the best. He knows his stuff, he's honest, and he actually picks up the phone when I have a question in the middle of the year."
Rachelle H.
Google review
"Switched to Davis Schuler after my previous accountant missed things two years in a row. Night and day difference. They explained everything and found deductions I didn't know existed."
Brandon K.
Google review
"Got an IRS notice and was a wreck. Aaron walked me through every step, handled all the correspondence, and it was resolved in weeks. I cannot recommend them enough."
Tiffany O.
Google review
FAQ
Questions we get a lot.
If yours isn't here, just call us. We're not hard to reach.
Contact
Two locations across Utah.
Ogden Office
Davis Schuler & Associates4640 S 3500 W, Suite 2
West Haven, UT 84401
(801) 620-0586
support@davistaxes.com
Office hours Monday–Friday. Extended hours during filing season.
Midway Office
Davis Schuler & Associates695 E Main St, Suite E5
Midway, UT 84049
(801) 620-0586
Office hours Monday–Friday. Closes 5 PM.
Get in touch
Tell us what you need and we'll follow up.