Davis & Bott Cpa's L C

Our firm is dedicated to providing top-notch accounting and advisory services to individuals, businesses, and communities. With a focus on quality and a strong belief in the slogan "Our People Make The Difference, " we have grown from a one-man CPA firm in 1977 to a full-time staff of 36 today. We pride ourselves on maintaining an attitude of concern and offering practical solutions to our clients' problems. Our plans for the future include continued growth in new clients and expanded services for existing ones.

Our Team

Our team consists of certified public accountants (CPAs), QuickBooks staff, and administrative staff who all play a crucial role in our firm. Our CPAs include Dave Yates, Brandon Broadhead, David Rogers, Spencer Jeppsen, Andrea Winkler, Ted Jeppsen, William Pedersen, and Aaron Rentschler. Our QuickBooks staff includes Dave Ahlstrom, Matthew Jensen, Tyson Hemphill, Kyler Andersen, and Cody Pali. Our administrative staff includes Linda Bergeson, Charlene Boring, Mekena Hardy, Anja Christiansen, Chantel Larson, Marissa Taylor, Heidi Thrapp, Susanah Kunzler, Andrea McCarrey, Amber Earnest, Mindy Rowley, Natalie Powell, Nikalle Earley, Angi Lee, and Stacey Haslam. We are proud to have a team of 30 people who enjoy working together and are unified in giving the best service to each of our clients.

Services Offered

We offer a wide range of services, including:

• Individual and business tax preparation
• tax planning that helps clients save money in the long term
• IRS representation
• QuickBooks setup, training, and support
• bookkeeping and write-up services
• payroll services
• business consulting
• financial statement preparation

Our team is constantly researching and staying ahead of the curve when it comes to ways we can help our clients. We offer credits such as the Enterprise Zone credit and Research and Development credit that have saved our clients money. We make sure our clients are aware of major changes that come up so it's not a surprise when they receive their return. Our CPAs are very knowledgeable and honest, and their number one goal is to do their best work for you.

Secure Portal and Online Payment

We have a new portal that makes it easy for our clients to upload needed documents securely. For your convenience, we also offer online payment options. Our hours of operation are Monday-Friday, 8:00 am - 5:00 pm.

FAQ

What should I bring to my tax appointment? Your CPA will need all documents that verify income and deductions for the year 2022. These include wage income on a W-2, interest income from a bank, Form 1099 retirement income and social security or pension information. For new clients, we also like you to bring your previous year's tax return so we can check for any carryover information. If you are itemizing, please bring that information as well. This includes a summary of medical expenses if they are significant, mortgage interest statement, property tax, charitable donations and state tax payments. Anything else would be on a case-by-case basis. Your CPA will let you know what additional information is needed during your appointment.