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Get to Know Our Team at Davies Tax Advisors

Chris Davies CPA, CMA, President and Managing Director

Chris has over twenty years in the fields of tax, accounting, financial planning & business consulting in addition to experience as both a controller and chief financial officer in industry. He brings not only the background knowledge as a CPA and CFO but also real world experience in running multi-million dollar businesses. Chris has extensive experience advising individual and business clients on a variety  of tax and financial planning areas.  He works with many clients one on one and is responsible for overall management of the firm.

Diana 

CPA, Tax Manager
Diana is responsible for the oversight of our tax services for trusts, estates and individuals. She provides the firm's clients with expert tax and advisory services and works closely with wealthy clients regarding estate and trust accounting, planning and tax needs. Diana's industry experience as Controller and CFO, like Chris', provides depth and understanding to tax planning for individuals, trusts, estates and businesses.

Melody

Senior Tax Accountant
Melody works primarily with our individual tax clients throughout the preparation and planning processes. Melody has many years of experience anda wide range of expertise in a number of tax and accounting related topics. She is an extensive researcher who can always find answers to the most complicated situations.

Sue

Senior Accountant
Sue is a Certified QuickBooks ProAdvisor with more than 25 years accounting experience with a wide variety of clients. Sue primarily works with our business clients on both financial statement preparation and clean up and prepares many of our business tax returns.

Jeanine

Tax Accountant
Jeanine has over 20 years experience in management and customer service, 10 of which are in our practice. She provides tax preparation and research support to many of our individual clients throughout the year. Jeanine also responsible for office management and client communications.

Katherine

Tax Accountant
Katherine supports both business and select individual clients with both tax and accounting related services. She provides extensive research for many of our sophisticated clients.

Michael

Tax Administrator
Michael supports both tax and accounting related services. He is our firm's point of contact for client services. He is also our team's 'go to' person, and gets the job done in a timely manner. Michael is currently working towards his Business Management - Information Tech. degree.

Jason

Tax Accountant
Jason is an accounting graduate from the University of North Dakota who recently moved to the Bellevue area. He provides tax preparation, research or planning for individual clients. He is currently working towards his CPA.

Business, Trust, Estate and Individual Tax Services

Business Advisory and Accounting Services

Family Office Advisory and Account Services