We are a Longmont firm specializing in tax preparation and planning as well as accounting and bookkeeping support.
Income Tax Preparation & Consulting – Navigating the complex and technical world of federal and state income tax is a focus of mine. Helping you know what to expect and planning ahead of time for year-end filings to eliminate surprises is the goal of year-round tax planning.
Accounting and Bookkeeping – We can help you with data-entry, reconciliation and bill payment. Customizing the service to your needs we can help you make sure you have timely and accurate information with which to manage your business.
Payroll Processing – We are partnered with a National leader in the payroll industry and our service is tailored to bring world-class tools to small business at a very economical cost. Removing all the back-office hassle of payroll deposits and reporting, you are free to run your business knowing that these details are taken care of.
Business Planning & Consulting – Helping business owners make sense of the financial information is a key piece of my practice. Interpreting results and using that data as planning tools is paramount to the long-term success of any business. My perspective can prove to be very valuable.
Financial Statement Preparation – Whether for investor groups, banks or other uses, year-end and interim financial statements professionally prepared and tailored to the user group can make the difference in getting the loan and satisfying investor questions. My experience and knowledge will help you present the information in the best possible manner.