Small Business Tax & Accounting

Small Business Tax & Accounting

New
Offers online services
New
Offers online services

About

Experienced CPA who specializes in tax consulting for small businesses and their owners. Also, prepare individual returns; however, if you have a business I can provide you with excellent tax advice to minimize your Federal and State income taxes.

Obtained experience with a "Big 4" firm plus both controller and financial consultant with a progressive organization for tax savings.


Highlights

Hired 1 time
3 employees
16 years in business
Serves Castle Rock , CO
Offers online services

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp

No reviews (yet)

Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

Initial free consultation. Review prior years tax returns to understand the client and their business, if applicable. 

Suggest tax saving ideas not being utilized.

BS in Accounting. Master of Business courses. 

11 years with an International CPA firm.

CFO for large company.

Over twelve years experience preparing business and individual tax returns. 

Specialize in small business clients. These are the types of clients that can benefit from my expertise in business.


Services offered

Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting