Our goal is provide high quality, reliable and friendly tax planning and preparation, accounting and bookkeeping services, small business support, and financial planning.
Cyndy holds a bachelors degree in accounting from Biola University. She has experience in corporate auditing and financial analysis. Cyndy has started and successfully operated several small businesses in such diverse fields as architectural art and construction project management. Cyndy has significant experience in individual and business tax return preparation.
Kellie has owned and successfully operated her own business for over 17 years, specializing in design and home improvement and organization. She has over 5 years experience in individual and business tax return preparation.
Steve holds a Bachelors degree from Metro State College in Denver and an MBA in Finance and International Business from the University of Colorado. He has worked as a tax adviser and preparer for individuals, businesses, trusts, estates and non-profits for over 25 years. He has also held positions in finance, accounting, marketing, IT and sales for a number of large and small firms. Steve is a member of the Public Accountants Society of Colorado, the National Association of Tax Professionals and the Institute of Management Accountants.