How We Work – Tax Planning and Preparation Services
With offices in Longmont, CO we serve individuals and small business with a focus on overall planning to support the compliance effort.
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About Me
I’ve been a practicing CPA since 1990 when I began my career with BDO Seidman. Since then, I’ve progressed through other large firms, as well as small local firms, and spent a significant amount of time in the Controller and Tax Director roles with large corporate enterprises. All this experience has shown me that working with small business owners and self-employed people is where I feel most at home. And, having been on the ‘client side’ of things as a controller, I have a perspective that helps set me apart from many of my peers.
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Contact Us
We’re happy to consult with new clients about your business planning needs. We host consultations both ‘in-person’ in our office conference rooms and also use virtual meeting tools when needed, or for the convenience of all parties.
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