Padgett Business Services was started in 2009. It is a full service accounting firm helping small businesses and individuals with their income tax, payroll tax, sales tax, financial reporting, and tax advice. We provide services for individuals, sole proprietors, S corporations, C corporations, and partnerships.
Padgett Business Services specializes in the financial reporting, payroll, and tax needs of small businesses with less than 20 employees in the retail and service industries. We offer pickup and delivery for our monthly clients in the Davis and South Weber Counties. We specialize in all taxes for your small business: income tax, payroll tax, sales tax, any tax. Our goal is to increase your sales, decrease your expenses, and reduce your tax liability. Our service allows our clients to focus on their business rather than work in their business.
We work with our clients on a monthly, quarterly, or annual basis depending on their needs. A typical client receives a profit and loss, balance sheet, general ledger, transaction listing, and payroll summary reports which are all government compliant. In addition we advise our clients on their business and provide tax advice so there are no tax surprises at the end of the year. We also offer a full payroll service. We will handle all your payroll needs including filing your quarterlies. Our services will help you make better business decisions.
Jean Hellyer is an Enrolled Agent (EA) allowing her to represent taxpayers before the IRS. She received her Bachelor’s Degree in Accounting from Indiana University. She has 20 years of tax and accounting experience in various areas including taxes for small businesses and individuals, general ledger, accounts payable, banking, rent, unclaimed property, and inventory.
Jean enjoys working with small businesses to help them achieve their goals of running a successful business. She is committed to delivering a high level of customer service with value and integrity to small business owners. Jean is committed to giving her clients personalized service. She knows what it is like to run your own business and wants to help other businesses like herself.
Jean likes to spend time with her family in her off time. Her family enjoys just about anything outdoors including camping, hiking, and bicycling.
Tim Rodee is a Certified Public Accountant (CPA). He has over 40 years of business experience which includes: 18 years in Public Accounting (he owned his own CPA firm for 10 of these years);8 years in Financial Management and 14 years in Senior Operational Management. His combined 22 years of Corporate experience spans several industries including both “For Profit and Non-Profit Entities”
Tim enjoys using his vast business experience to help small to medium size companies reach their full potential through strategic planning and efficient and effective management in the financial and operational areas of their companies.
In his spare time, Tim likes to spend time playing golf and riding his horses in the mountains of Utah and surrounding states.
Dan Boehrer received his B.S. degree in accounting from California State University of Sacramento and then went on to obtain his MAcc from Southern Utah University (S.U.U.). After graduating from S.U.U. he accepted a job in the Tax Department with McGladrey and Pullen in Las Vegas. While with McGladrey he received valuable training from a national firm in the preparation of tax returns for Corporations, Partnerships, Estates, Individuals and more. He also had the opportunity to assist in financial audits of Banks, Real Estate, and Construction companies. He left McGladrey to pursue a career in the private sector where he was the controller and operations manager of a company in Las Vegas.
Dans’ passion for tax brought him back to Public Accounting where he is focused on helping business owners grow their business and reduce their tax liability through efficient and effective use of the tax deductions available to business owners.
When not doing taxes Dan likes to spend time with his Wife and three children. He enjoys coaching his son’s baseball team, watching his oldest son race BMX and cheering on his daughter at her dance recitals.