Accounting & Tax
Orem, UT
Davies Allen, P.C. is a CPA firm in Orem specializing in proactive tax planning, outsourced accounting services, and business consulting for small to mid-size companies. Co-founded by J.W. Davies and Brad Allen, the firm serves entrepreneurs and business owners across medicine, real estate, manufacturing, construction, and professional services with services ranging from individual and business tax returns to fractional CFO support, bookkeeping, payroll processing, and business succession planning. They emphasize timely communication, relationship-focused service, and using technology to provide experienced accounting expertise at a fraction of the cost of hiring internally.
Ideal for: Small to mid-size business owners, entrepreneurs, professionals in medicine and real estate, companies needing succession planning or business valuation
Service area: Orem, Utah and surrounding communities
Proactive Tax Strategy: Davies Allen focuses on year-round tax planning and strategy rather than just filing returns, helping clients make decisions proactively to minimize tax burden and shape their financial year.
Fractional CFO & Outsourced Accounting: The firm leverages modern technology to provide experienced accounting teams for bookkeeping, controller, and CFO services at a fraction of the cost of hiring full-time internal staff.
Industry-Specific Expertise: Partners bring deep experience serving specific industries including medicine, real estate, manufacturing, construction, and creative arts, allowing them to provide targeted consulting and planning.
Address: 920 E 800 N # 204, Orem, UT 84097
Phone: (801) 225-5854
Website: daviesallen.com
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