About Us

For over 15 years

we have been a key part of helping clients reach their financial goals.

We’re Quill Financial Services

Partner with a professional who gets it. Quill Financial offers a variety of premier tax planning and preparation services so you can take control of your financial future.

We understand firsthand how frustrating and mind-boggling navigating the tax landscape can be. Taxes get even more complicated as your net worth and assets grow. But we are here to help you build and maintain a tax strategy that evolves with you. Now you have a real partner in the tax planning world.

About Us

We’re Quill Financial Services

Partner with a professional who gets it. Quill Financial offers a variety of premier tax planning and preparation services so you can take control of your financial future.

Tax Season Is
365 Days a Year

Any financial decision you make impacts your taxes, such as buying or selling a home, investing for retirement, and the types of investments you choose to participate in. And these decisions don’t happen in a day—it takes months or even years to execute goal-based financial decisions. So why only focus on taxes in April? At Quill, we implement year-round tax planning strategies, including monthly statements and ongoing consulting, to minimize your tax liabilities and maximize tax efficiency.

Meet Our Team of Tax Masters

Dave Ashby, CEO

As the tax brain behind Quill, Dave is an Enrolled Agent (EA) and has worked in the accounting and financial industry for over 13 years. For the past decade, Dave has seamlessly managed more than 600 clients, meeting their tax needs efficiently and comprehensively. From individual tax preparation to retirement plan management, Dave provides analysis, insight, support, guidance and advice to individuals and businesses. Outside of the office, he’s got his hands full outside the office caring for over 80 animals, from dogs to horses to goats to chickens.

Matthew Bates, COO

As a US Army Veteran, Matt understands the value of hard work and dedication. He has a Bachelors of Science in Computer Science from the University of Utah and remains involved in cutting-edge software projects to this day. Along with his extensive experience in real estate and business operations, Matt’s passion lies in business development. From nurturing client-relationships to conducting market research to turning big ideas into reality, Matt knows what it takes to create a thriving business.