Business Details
Trusted Accounting & Tax Services in Lakewood, CO
At Accounting & Tax Solutions, we pride ourselves on being more than just a traditional accounting firm. Our team of Certified Public Accountants (CPAs) and Enrolled Agents (EAs) brings decades of combined experience in tax planning, business consulting, and financial strategy. We specialize in transforming complex financial data into actionable insights tailored to small businesses and individuals. Our consultative approach ensures clients receive personalized guidance to streamline operations, minimize tax liabilities, and enhance profitability. We leverage cutting-edge accounting software and provide 24/7 access to financial reports through secure platforms like NetClient.With a focus on long-term client success, we offer services ranging from monthly accounting and payroll to new business consultations and remote comptroller support. Our strategic alliances and industry-specific expertise allow us to act as a comprehensive financial partner. We emphasize transparency, compliance, and proactive tax planning to mitigate audit risks and optimize financial outcomes. Our commitment to continuous education ensures clients stay ahead of evolving tax regulations. By combining technical proficiency with a client-centric philosophy, we aim to be the trusted advisor that empowers businesses to achieve sustainable growth.
Services
Individual Tax Preparation
Monthly Accounting Services
New Business Consultation
Remote Comptroller
Trusted Business Advisor
Highlights and features
- We offer 25+ years of combined experience in tax and accounting services.
- Our team includes Certified Public Accountants and Enrolled Agents.
- We provide customized financial strategies tailored to your business needs.
- We use secure, cutting-edge software for 24/7 financial access and support.
- We focus on proactive tax planning to minimize liabilities and audit risks.
What people say
Expert tax planning
Personalized financial insights
Proactive audit support
Secure software access
Strategic business advice
Services
Individual Tax Preparation
Our Individual Tax Preparation service includes comprehensive tax filing and advisory support by Enrolled Agents or Certified Public Accountants. We offer mid-year consultations to minimize tax liabilities and audit risks, electronic filing, and IRS representation. Clients receive personalized strategies to legally reduce taxes and optimize withholding adjustments.
Monthly Accounting Services
Monthly Accounting Services encompass financial statement preparation, payroll processing, and business tax return filings. We provide balance sheets, income statements, bank reconciliations, and unlimited phone consultations. Our team ensures tax compliance and offers cash flow projections through secure NetClient access.
New Business Consultation
New Business Consultation guides clients in selecting optimal business structures (LLC, S-Corp, etc.) and tax compliance strategies. We assist with entity formation, accounting software setup, and cash flow projections. Our experts tailor solutions to align with industry-specific needs and long-term growth goals.
Remote Comptroller
Remote Comptroller services deliver strategic financial oversight for businesses with $5-30M revenue. We provide monthly financial analysis, budget monitoring, industry comparisons, and year-round tax planning. This includes audit representation and integration with management teams to enhance decision-making.
Trusted Business Advisor
As Trusted Business Advisors, we combine accounting expertise with strategic planning to improve profitability. Services include quarterly financial reviews, internal control assessments, insurance evaluations, and succession planning. We act as a general contractor for specialized expertise in areas impacting business growth.
People
John Schrote
Enrolled Agent
John Schrote specializes in tax compliance and advisory services, bringing over 20 years of experience in resolving complex IRS issues and optimizing tax strategies for small businesses.
Jean Infante
Enrolled Agent
Jean Infante focuses on individual and business tax planning, with expertise in minimizing audit risks and leveraging tax law changes to enhance client financial outcomes.
Briana Reidle
Certified Public Accountant
Briana Reidle provides comprehensive accounting solutions, including financial statement analysis and remote comptroller support, tailored to mid-sized businesses seeking operational efficiency.
Jeanne Caran
Certified Public Accountant
Jeanne Caran specializes in business advisory services, offering strategic guidance on cash flow management, tax compliance, and long-term financial planning for growing enterprises.
Gary Bebber
Accountant
Gary Bebber supports clients with bookkeeping, payroll services, and QuickBooks training, ensuring accurate financial records and streamlined accounting processes.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, payroll processing, financial statement preparation, tax compliance, and remote comptroller services tailored to small businesses.
Do you offer tax planning for individuals?
Yes, we offer individual tax preparation, mid-year consultations, audit representation, and strategies to legally minimize tax liabilities.
Can you help new businesses choose a legal structure?
Our New Business Consultation service guides clients in selecting optimal structures like LLCs, S-Corps, or C-Corps based on their financial goals.
What areas do you serve?
We serve all of Colorado, including Denver, Lakewood, and Aurora, along with clients in California, Utah, Arizona, and 12 other states.
How do you ensure client data security?
We use secure platforms like NetClient for document sharing and implement industry-standard safeguards to protect financial information.
What sets your firm apart from other accountants?
Our consultative approach combines CPA expertise with personalized business advisory services to address both financial and operational needs.
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