Accounting & Tax Services

Our firm is based in Westminster, Colorado, and proudly serves individuals and small businesses throughout the Denver metro area and Boulder. We provide professional accounting, tax preparation, bookkeeping, and IRS representation services with a strong focus on personalized, local support.

Accounting Services

Clear financial reporting is the foundation of a successful business. I provide accurate, timely financial statements that give you insight into performance and profitability.

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Tax Preparation & Planning

Taxes shouldn’t be a once-a-year scramble. I offer comprehensive tax services for small businesses and their owners, focusing on both compliance and proactive planning.

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Bookkeeping Services

Accurate books are critical — but they don’t have to take up your time. I provide dependable bookkeeping services that keep your financial records organized, up-to-date, and ready for tax season.

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Tax Resolutions & IRS Representation

Our tax resolution services help individuals and businesses resolve issues with the IRS or state tax agencies. If you’re facing unpaid tax debt, IRS notices, wage garnishments, bank levies, or unfiled tax returns, we work on your behalf to find a practical solution based on your financial situation.

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Accounting Services for Individuals & Small Businesses

Accurate accounting is the foundation of sound financial decisions. Our accounting services provide organized reporting, financial clarity, and strategic insight to help you move forward with confidence.

We support clients with:

  • Financial statement preparation
  • Profit & loss reporting
  • Balance sheets and cash flow analysis
  • Financial clean-up and corrections
  • Advisory and strategic planning

For small businesses, reliable accounting supports growth, lending opportunities, and tax accuracy. For individuals, it ensures proper income tracking and financial organization.

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CPA reviewing financial statements with a small business client

Proactive Tax Preparation & Year-Round Planning

Tax preparation is more than filing a return — it’s about protecting your income and reducing liability legally and strategically.

We provide tax preparation and planning services for:

  • Individuals
  • Self-employed professionals
  • LLCs
  • S Corporations
  • Partnerships
  • C Corporations

Our tax services include:

  • Individual and business tax return preparation
  • Quarterly estimated tax planning
  • Deduction and credit optimization
  • Income timing strategies
  • Entity structure review

As both a CPA and Enrolled Agent, we ensure accuracy, compliance, and forward-looking tax strategy.

Learn more about our Tax Preparation & Planning Services
Tax professional prepairing taxes

Reliable Bookkeeping for Organized Financial Records

Clean books reduce stress, improve decision-making, and prepare you for tax season. Our bookkeeping services help small businesses maintain accurate, up-to-date financial records throughout the year.

Our bookkeeping support includes:

  • Monthly transaction categorization
  • Bank and credit card reconciliation
  • General ledger maintenance
  • Financial statement preparation
  • Sales tax tracking support
  • Year-end preparation coordination

Accurate bookkeeping strengthens compliance, reduces risk, and provides visibility into your business performance.

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CPA performing booking services

IRS Representation & Tax Resolution Services

If you are facing IRS notices, audits, or tax debt, professional representation is essential. As an Enrolled Agent, we are federally authorized to represent individuals and businesses before the Internal Revenue Service.

We assist with:

  • IRS audits
  • Tax notices and correspondence
  • Installment agreements
  • Offers in Compromise
  • Penalty abatement
  • Back tax resolution
  • Wage garnishments and levies

We communicate directly with the IRS on your behalf and work to resolve issues efficiently and strategically.

Learn more about our Tax Resolution & IRS Representation Services
IRS building

Frequently Asked Questions

What accounting services do small businesses typically need?

Most small businesses need monthly financial reporting, general ledger management, account reconciliations, cash flow analysis, and year-end financial statement preparation. Professional accounting services ensure your financial data is accurate, organized, and ready for tax preparation or strategic decision-making.

What is the difference between accounting and bookkeeping?

Bookkeeping focuses on recording transactions, while accounting involves analyzing, interpreting, and advising based on that data. Accounting services provide financial insights, forecasting, and compliance support that help business owners make informed decisions. You can also learn more on our bookkeeping services page.

How often should financial statements be prepared?

Most businesses benefit from monthly financial statements, including a Profit & Loss Statement and Balance Sheet. Regular reporting allows you to track profitability, monitor expenses, and identify financial trends before they become problems.

Can accounting services help improve cash flow?

Yes. Professional accounting helps identify inefficiencies, manage receivables and payables, and monitor expense trends. Strong financial oversight is one of the most effective ways to stabilize and improve business cash flow.

Do you provide accounting services for startups?

Yes. We work with startups and growing businesses in Westminster and the Denver metro area to establish proper accounting systems, structure financial reporting, and build a strong financial foundation from day one.

Are your accounting services tax-focused?

Our accounting services are structured to align with tax planning and compliance. Clean, accurate financial records reduce tax preparation errors and create opportunities for proactive tax strategies throughout the year.

How do I know if my business needs professional accounting support?

If you’re unsure about your financial reports, struggling with cash flow, preparing for growth, or concerned about tax compliance, professional accounting support can provide clarity and structure.

How do I get started with accounting services?

The first step is scheduling a consultation to review your current financial systems and reporting structure. We’ll identify gaps, discuss goals, and create a customized accounting plan for your business.