Business Details
49 Years
experience
Trusted Accounting & Tax Services in Brigham City
Founded in 1977, our firm has grown from a one-man CPA practice to a team of 45 dedicated professionals committed to providing proactive accounting and advisory services. We prioritize client relationships while maintaining the highest professional standards through rigorous quality controls and independent peer reviews. Our team of skilled CPAs delivers tailored financial solutions for individuals, businesses, and communities, ensuring accuracy, compliance, and long-term strategic planning. We specialize in tax strategy, audit and accounting services, and third-party administration of retirement plans, serving diverse industries including agriculture, construction, healthcare, and real estate.Our expertise in minimizing tax liabilities while maximizing credits is supported by decades of experience and continuous education on evolving tax laws. Recognized with an Unqualified peer review report by the American Institute of Certified Public Accountants, we uphold transparency, ethical practices, and personalized support. Our growth reflects our dedication to quality service and lasting client relationships built on trust and financial privacy. Located in Brigham City, we serve clients across multiple states through prompt communication and proactive guidance.
Services
Tax Services
Audit & Accounting
TPA Services
Business Advisory
Retirement Plans
Details
- Year established: 1977
Highlights and features
- Our 45-person team delivers top-tier service with personalized attention.
- CPAs maintain expertise through continuous education on evolving tax laws.
- Strategic tax planning minimizes liabilities while maximizing client savings.
- Consistently awarded top marks in independent triennial peer reviews.
- Specialized services span diverse industries including agriculture, healthcare, and real estate.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Prompt responses
Skilled CPAs
Personalized service
Tax savings strategies
Peer-reviewed excellence
Services
Tax Services
We provide comprehensive tax strategy and compliance solutions to minimize liabilities for individuals and businesses. Our CPAs stay current on evolving tax laws to maximize credits and ensure accurate filings. Services include preparation, planning, and advisory for federal, state, and local tax matters across diverse industries.
Audit & Accounting
Our audit and accounting services deliver accurate financial reporting for regulatory compliance and informed decision-making. We offer independent assurance through objective analysis of financial statements, supporting businesses and non-profits with GAAP adherence and operational transparency.
TPA Services
Expert third-party administration ensures compliance for retirement plans including 401(k)s and pensions. We manage plan documentation, testing, and reporting requirements while optimizing structure for long-term client goals across various industries.
Business Advisory
We provide strategic guidance for business growth, tax optimization, and succession planning. Our advisory services combine industry expertise with tailored solutions to enhance profitability, cash flow, and operational efficiency for family-owned businesses and corporations.
Peer Review
Our independent triennial peer review process confirms adherence to AICPA standards through external evaluation. This commitment to quality control ensures accurate, ethical practices while maintaining client trust through verified professional excellence.
People
Aaron Rentschler
CPA & Partner
Tax partner with 12+ years of experience, specializing in tax compliance and business consulting. Graduated from Utah State University with Bachelor and Master of Accounting degrees. Active community member and USU Aggies fan.
David T. Yates
Managing Partner
Specializes in tax planning for family-owned businesses across manufacturing, agriculture, and real estate. Summa Cum Laude Master of Accounting graduate from Utah State University. Passionate about family and community service.
Brandon B. Broadhead
CPA & Partner
Master of Accounting from Utah State University with eight years of experience. President of Brigham City Chamber of Commerce and community advocate. Enjoys fly fishing and local business development.
Andrea Winkler
CPA & Partner
Former CFO with expertise in business advisory and estate planning. Graduated from Utah State University with BS and Master of Accounting. Balances professional excellence with family life and tennis.
William Pedersen
CPA & Partner
Licensed CPA with MTax degree from Weber State University. Specializes in tax and retirement plan administration. Member of ASPPA and AICPA. Committed to client education and community youth programs.
Questions
What documents should I bring to my tax appointment?
Bring W-2s, bank statements, 1099s, previous year's taxes, and itemized deductions like medical expenses or charitable donations.
How does the One Big Beautiful Bill Act affect me?
The 2025 law makes Tax Cuts and Jobs Act provisions permanent. Consult our CPAs for personalized implications on individual or business taxes.
What services does Davis & Bott offer?
We provide tax strategy, audit & accounting, retirement plan administration, business advisory, and specialized industry solutions.
How can I check my refund status?
Visit the IRS website or our portal for real-time refund tracking updates from federal and state agencies.
What quality assurance does Davis & Bott maintain?
We undergo independent peer reviews every three years, consistently receiving top marks from the American Institute of CPAs.
