Find a CPA

Search by Location or Category

Joseph A. Davis, EA, CDFA®

Utah Divorce Services

As a Certified Divorce Financial Analyst, CDFA®, I have specialized training in the art of divorce financial planning. I create defensible expert financial analysis of divorce settlement options, QDRO & Pension valuations & lifestyle analysis. As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Tax Smart Pros – we host a network of CPAs & EAs to support our client’s tax needs.

A financial planner for the last 13 years, I provide fiduciary standard advisory services & asset management through world-class custodians such as Fidelity, Schwab & TD Ameritrade.

Licenses and Certifications:

 

  • Enrolled Agent EA#132687
  • Certified Divorce Financial Analyst (CDFA®)
  • Series 7
  • Series 66
  • Series 24
  • Life & Health Insurance Licenses
Read More +

Specialty

  • CDFA
  • Forensic Accounting
  • Tax Resolution & Representation
  • Tax Preparation
  • EA

Industries Preferred

  • Divorce
  • QDRO
  • Lifestyle Analysis
  • Mediation Support

Ask a Question

Read Reviews

Leave a Review

Star Rating:
Submit

Sign up and start getting the help you need!

    • Actionable insights on tax planning strategies

    • New & updated laws, products, services

    • Advice from tax professionals who can help you better manage your tax situation

Join the thousands of individuals who count on Find A CPA Today!

You have Successfully Subscribed!