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Joseph A. Davis, EA, BFA™, CDFA®

Financial Expert


Salt Lake City, UT


As every financial decision has a tax implication, it makes sense to work with a financial planner who is also a federally licensed tax advisor. I am an Enrolled Agent, fiduciary-standard financial planner and a Certified Divorce Financial Analyst, CDFA®. I have a unique blend of professional experience as a tax & financial specialist.As a CDFA®, I create defensible expert financial analysis of divorce settlement options. We support clients and attorneys with alimony buy-out calculations, lifestyle analysis, pension valuations, tax & marital estate reviews, financial declarations, expert witness & QDRO facilitation.Through Davis Financial, we provide fiduciary-standard advisory services & asset management through world-class custodians such as Fidelity, Schwab & TD Ameritrade.As an Enrolled Agent I have unlimited rights to represent taxpayers before the IRS. We host a network of CPAs & EAs through Davis Tax & Associates, prepare individual & business returns, provide representation and tax planning.

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