Business Details
Your Trusted Partner for Accounting & Tax Services
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) is dedicated to becoming your trusted business advisor, offering tailored solutions that streamline your finances and improve profitability. With decades of combined experience, we specialize in individual and business tax planning, monthly accounting services, and strategic new business consultations. Our consultative approach ensures we understand your unique financial needs, providing expert guidance on tax compliance, cash flow projections, and audit representation. We leverage cutting-edge software and 24/7 client access through NetClient to deliver transparent, efficient financial management.As industry leaders, we stay current with evolving tax laws to minimize liabilities and maximize savings for our clients. Our commitment to personalized service has made us a preferred partner for businesses across Colorado and beyond. We differentiate ourselves by acting as an extension of your management team, offering remote comptroller services for mid-sized enterprises. Our expertise spans entity selection, payroll processing, financial statement analysis, and comprehensive business advisory services. By focusing on long-term client relationships, we ensure our clients receive strategic financial counsel aligned with their business goals.
Services
Individual Tax Preparation
Monthly Accounting Service
New Business Consultation
Remote Comptroller
Trusted Business Advisor
Payroll Services
Tax Planning
Audit Representation
QuickBooks Support
Cash Flow Projections
Details
- Year established: 2025
Highlights and features
- We offer 30+ years of combined CPA and EA expertise in tax and accounting
- Our remote comptroller service provides strategic financial leadership for growing businesses
- We deliver personalized tax planning to minimize liabilities and maximize savings
- Our clients receive 24/7 access to financial reports through secure NetClient portal
- We provide IRS audit representation and compliance support for businesses and individuals
Services
Individual Tax Preparation
Our individual tax preparation service includes comprehensive tax filing and advisory services by Certified Public Accountants and Enrolled Agents. We provide mid-year tax reviews, audit risk minimization strategies, and IRS representation. Clients receive personalized tax planning advice to legally reduce liabilities while ensuring compliance with federal and state regulations.
Monthly Accounting Service
This comprehensive monthly accounting service covers financial statement preparation, payroll processing, bank reconciliations, and tax compliance. We provide balance sheets, income statements, and general ledger maintenance while offering strategic financial insights through regular consultations with our accounting professionals.
New Business Consultation
Our new business consultation service guides entrepreneurs through entity selection, accounting system implementation, and financial planning. We help establish LLCs, S-Corps, and other business structures while providing cash flow projections and tax compliance strategies for new ventures.
Remote Comptroller
Designed for mid-sized businesses, this service offers strategic financial management including budget analysis, industry comparisons, and cash flow projections. Our professionals act as virtual controllers, providing monthly financial reviews and continuous advisory support to improve profitability.
Trusted Business Advisor
This enhanced advisory service combines accounting expertise with strategic business consulting. We provide quarterly financial reviews, tax planning, insurance evaluations, and operational guidance to help business owners make informed decisions and achieve long-term success.
People
John Schrote
Enrolled Agent
With extensive tax expertise, John provides strategic tax planning and compliance solutions for individuals and businesses.
Jean Infante
Enrolled Agent
Jean specializes in tax preparation and advisory services, helping clients navigate complex tax regulations effectively.
Briana Reidle
Certified Public Accountant
Briana offers comprehensive accounting and business advisory services, focusing on financial analysis and tax planning.
Jeanne Caran
Certified Public Accountant
Jeanne provides expert accounting and tax solutions with a focus on client-specific financial strategies.
Gary Bebber
Accountant
Gary supports clients with accurate accounting services and tailored financial reporting solutions.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, payroll processing, financial statement preparation, tax planning, and business advisory services tailored to small businesses.
Do you offer tax preparation for individuals?
Yes, we offer comprehensive individual tax preparation services including audit representation and tax planning strategies.
Can you help new businesses with setup and planning?
Our new business consultation includes entity selection, accounting software setup, and customized financial planning for startups.
What is your remote comptroller service?
This service provides mid-sized businesses with strategic financial leadership, including budget analysis and cash flow management.
Do you offer IRS audit representation?
Yes, our CPAs and Enrolled Agents provide complete audit representation and compliance support for IRS and state tax issues.
How do you provide ongoing client support?
We offer 24/7 access to financial reports through NetClient and unlimited phone consultations with our accounting professionals.
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Reviews (2)
Fred A.
Mar 22, 2021
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Accounting and Tax Solutions have been my trusted accountants for over 2 decades and I have never been concerned over the accuracy of my tax returns. They have always been there to answer my questions and guide me when I wasn't sure what additional information was needed to complete my tax return.
Dory Switzer
Mar 09, 2017
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These people are wonderful and top of the line professionals. They endeavor to know all the current tax laws, are vigilant to maintain a high level of integrity, security and accuracy. You couldn't find a better company to place your confidence, manage your finances and prepare your tax returns. Plus - they are really nice people.
