CPA & Tax Services in Ogden, Utah
Practical tax, business, and technology guidance backed by 26 years of experience as a licensed Utah CPA and firsthand experience building and operating small businesses. David helps individuals and business owners with tax preparation, tax planning, accounting and business consulting, and practical technology solutions for modern small businesses.
Tax Expertise. Business Experience. Modern Technology.
Not just a tax preparer, a licensed CPA who has founded and operated businesses of his own, and now helps other business owners solve financial, operational, and technology problems.
Individual Tax Preparation
Personal tax returns prepared and personally reviewed by David, with attention to the details and tax situations that matter to each taxpayer.
Learn moreBusiness Tax Preparation
Tax returns for S corporations, partnerships, Schedule C filers, and small businesses, prepared by a CPA who has built and operated businesses of his own.
Learn moreTax Planning & Consultation
Forward-looking tax planning for individuals and small businesses who want to make informed decisions before tax season.
Learn moreAccounting & Business Consulting
Advisory help for evaluating accounting systems, solving reporting problems, and improving financial processes.
Learn moreAI & Business Technology Consulting
Practical consulting and implementation for AI, CRM, GoHighLevel, workflow automation, and other business technology systems.
Learn morePersonal tax returns prepared and personally reviewed by David, with attention to the details and tax situations that matter to each taxpayer.
Learn moreTax returns for S corporations, partnerships, Schedule C filers, and small businesses, prepared by a CPA who has built and operated businesses of his own.
Learn moreForward-looking tax planning for individuals and small businesses who want to make informed decisions before tax season.
Learn moreAdvisory help for evaluating accounting systems, solving reporting problems, and improving financial processes.
Learn morePractical consulting and implementation for AI, CRM, GoHighLevel, workflow automation, and other business technology systems.
Learn morePractical Technology for Small Businesses
David combines his CPA and business experience with practical technology consulting to help small businesses evaluate and implement systems that support how they actually operate.
QuickBooks Online
QuickBooks Online guidance for businesses that need help setting up, evaluating, organizing, or improving their accounting system.
Google Workspace & Gemini
Practical guidance on Google Workspace, Drive, and Gemini for everyday small-business use.
NotebookLM
Practical ways to organize and work with a business's documents and internal knowledge using NotebookLM.
CRM & Automation
GoHighLevel and similar systems for CRM, lead management, scheduling, and automated customer follow-up.
CPA Expertise with a Business Owner's Perspective
David is a Utah-licensed CPA with 26 years of experience, and has personally founded and operated three businesses of his own. He is also a QuickBooks Online ProAdvisor, combining tax and accounting knowledge with practical, firsthand business and technology experience.
- Comprehensive tax and accounting expertise
- Practical, firsthand small business experience
- Dedicated to clear, honest guidance
Serving Ogden & Surrounding Communities
Based in the Ogden area, David serves individuals and small businesses throughout Utah and beyond through convenient virtual consultations.
Quick Access to What You Need
Quick access to the secure tools and resources you may need.