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Joseph A. Davis, EA, CDFA®

With over 14 years in the financial services industry, Joe knows his stuff. Cursed with the desires of a serial entrepreneur - Joe runs Davis Financial LLCUtah Divorce ServicesTax Smart Pros & most recently became the administrator for Find a CPA Today. Joe is a CDFA® & an Enrolled Agent. As an Enrolled Agent, Joe has unlimited rights to practice before the IRS. He also holds FINRA licenses 7, 66 & 24.  When Joe isn't obsessing over his work - you can find him at home, playing with his children & probably mowing his lawn.

"My favorite work is providing defensible financial analysis reports for individuals & their attorneys. I also provide litigation support and partner work with mediators." 

  • Enrolled Agent ~ Admitted to practice before the IRS

  • Certified Divorce Financial Analyst®

  • Managing Partner Davis Financial LLC

  • Managing Partner Tax Smart Pros

  • Weber State University Graduate

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Our Office —
195 Historic 25th Suite 302, Ogden UT 84401
(801) 877-2896

 

Travis Sanders – Client Relationship Manager

Travis joined us in November 2015.  Travis is a vital part of our team.   Travis’s responsibilities include maintaining our books & records for compliance, scheduling all appointments & processing paperwork.

A lifelong Dallas Cowboys fan, Travis graduated from Weber State University with a degree in finance & lives in South Ogden.