Our roster for 2022 income tax preparation is currently full. We are accepting new clients for business planning consultation in 2023.  If you’d like to speak with us about engaging me for planning or consulting services, please contact us for an appointment.

We’re reachable at 720-621-3456 between 9 am and 4:30 pm Mon thru Thur and thru noon on Fridays.

My office is located in downtown Longmont, just a block west of Main St.:
717 5th Ave.
Longmont, CO 80501

Our Client Service Director is Maryann, and she’ll be glad to schedule a time for us to meet.