About Davis Schuler & Associates
Davis Schuler & Associates is a tax and accounting firm built around a simple idea: individuals and businesses deserve the same level of care and expertise that big corporations get, without the corporate price tag or the runaround. We provide tax and accounting services to individuals and businesses across the country, and we have never lost sight of what matters most: showing up, listening carefully, and getting the work right.
Our firm is led by two Enrolled Agents, Joseph Davis and Aaron Schuler. Enrolled Agents are federally licensed tax practitioners who have earned the privilege of representing taxpayers before the IRS in all matters, including collections and appeals. It is the highest credential the IRS awards. Both partners also hold advanced certifications: Joseph is a Master Analyst in Financial Forensics (MAFF) and a Certified Divorce Financial Analyst (CDFA®), and Aaron is a Certified Valuation Analyst and CDFA®.
Our services include individual and business tax preparation, bookkeeping and payroll support, IRS representation, business consulting, business valuation, and divorce financial planning. With offices in West Haven and Midway, we serve clients from Salt Lake City to Park City and beyond. If you are looking for a tax partner who treats your money like their own, call us at (801) 620-0586 or book a free consultation right from this site.
What our clients can expect
Our Five Core Values
Integrity
We do what is right, even when it is difficult, inconvenient, or unseen.
- We recommend only legal, ethical, and supportable strategies.
- We never manufacture deductions or promise results we cannot control.
- We put the client's long-term interests ahead of short-term convenience or revenue.
- We stand behind our work.
Honesty
We communicate truthfully, clearly, and directly.
- We tell clients what they need to hear, even when it may not be what they want to hear.
- We communicate openly about fees, deadlines, risks, missing information, and likely outcomes.
- When we do not know an answer, we say so and find the correct answer.
- We never create false confidence simply to win or retain business.
Integrity is how we act. Honesty is how we communicate.
Trust
We earn confidence by being dependable, accountable, and consistent.
- We safeguard sensitive financial, tax, business, and family information.
- We do what we say we will do.
- We keep clients informed when circumstances or deadlines change.
- We treat every client's financial life with the care we would want for our own families.
Trust is not assumed. It is earned through consistent behavior over time.
Knowledge
We continually strengthen our technical expertise, practical experience, and ability to solve problems.
- We translate complicated financial and tax issues into understandable advice.
- We look beyond tax preparation to identify planning opportunities and potential risks.
- We apply technical rules to each client's actual circumstances.
- We research unfamiliar issues and involve qualified specialists when necessary.
Knowledge does not mean pretending to know everything. It means knowing how to find, understand, and apply the correct answer.
High-Touch Customer Service
We make clients feel known, heard, valued, and cared for.
- We take time to understand their family, business, concerns, and goals.
- We clearly explain what is happening, what we need, and what comes next.
- We remain accessible during important decisions and stressful situations.
- We proactively identify opportunities instead of contacting clients only at tax time.
- We want clients to leave every interaction feeling informed, confident, and less overwhelmed.