Business Details
50+ Years
experience
Certified Public Accountants in Evergreen, Colorado
Valentine Seevers & Associates has served Evergreen and the Foothills community for over 60 years, establishing itself as the largest CPA practice in the area. Our team of certified public accountants and support staff provides comprehensive tax, accounting, and consulting services tailored to individuals and businesses. With a commitment to excellence, we prioritize client service and strive to exceed expectations through personalized attention and expertise. Our wealth management advisory services focus on tax-efficient strategies and retirement planning, positioning us as trusted advisors in financial strategy. We offer operational consulting, business systems design, and payroll outsourcing solutions, emphasizing convenience and cost savings for small businesses.Our dedication to quality has earned us a trusted reputation, with client referrals serving as our highest compliment. We maintain deep industry knowledge through decades of observing best practices and addressing business challenges. Our independence allows us to provide objective advice without brokerage conflicts, collaborating with clients' existing financial planners when needed. We emphasize transparency in all communications and maintain rigorous document retention standards for client security. With our Evergreen office location and local expertise, we remain dedicated to serving our community's evolving financial needs.
Services
Tax Services
Wealth Management
Accounting Services
Payroll Outsourcing
Business Consulting
Details
- Year established: 1963
Highlights and features
- We offer 60+ years of local accounting expertise in Evergreen
- Our team includes certified public accountants with specialized tax knowledge
- We provide personalized service with same-day response guarantees
- We maintain strict document security with 5-year client record retention
- We offer independent wealth advisory services without brokerage conflicts
Services
Tax Services
We provide comprehensive tax services for individuals and all entity types, including return preparation, consulting, and planning. Our CPAs specialize in business acquisition and disposition planning, estate tax strategies, and pension plan advising. With decades of experience navigating tax law changes, we help clients optimize their tax positions while maintaining compliance with federal and state regulations.
Wealth Management
Our wealth management advisory focuses on retirement planning and tax-efficient investment strategies. We help clients develop personalized financial roadmaps through asset inventory, goal setting, and objective analysis. While maintaining independence from brokerage services, we collaborate with certified financial planners to ensure comprehensive wealth preservation strategies that align with clients' long-term financial objectives and retirement timelines.
Accounting Services
We offer complete accounting solutions for businesses that lack in-house resources, including financial statement preparation and payroll processing. Our services range from occasional consultation to full-cycle bookkeeping, maintaining cash journals, ledgers, and payroll registers. Clients retain control over financial assets while we handle record-keeping, ensuring accurate monthly, quarterly, or annual reporting tailored to each business's operational needs and compliance requirements.
Payroll Outsourcing
Our local payroll solutions include direct deposit integration, timekeeping platform compatibility, and complete tax reporting. We handle semi-monthly, monthly, quarterly, or annual payroll cycles with full regulatory compliance. Services include wage garnishment tracking, employee tax documentation, and year-end reporting, providing businesses with time savings and peace of mind while maintaining accurate payroll records and tax filings.
Business Consulting
We provide operational consulting and business systems design based on decades of observing industry best practices. Our advisory services include buy vs. lease analysis, budget control assistance, and personnel evaluation for key positions. We help businesses implement effective accounting systems and operational processes while offering strategic guidance on financial decision-making and long-term business sustainability planning.
Questions
What tax services do you offer for small businesses?
We provide complete business tax services including return preparation, planning, payroll tax compliance, and strategic tax-efficient structuring for corporations, partnerships, and sole proprietors.
Do you offer wealth management services for individuals?
Yes, we provide wealth management advisory focusing on retirement planning, tax-efficient investment strategies, and estate tax planning while collaborating with your existing financial advisors.
How does your payroll outsourcing work?
Our payroll services include direct deposit integration, tax reporting, and compliance management with flexible payment frequencies tailored to your business requirements and regulatory needs.
What accounting solutions do you provide?
We offer full-cycle accounting services including bookkeeping, financial statement preparation, and system design for businesses needing outsourced accounting support without in-house staff.
How long have you served the Evergreen community?
We've provided accounting services in Evergreen since 1963, making us the longest-established and largest CPA practice in the local area with deep community expertise.
Reviews (1)
Ryan
Apr 27, 2017
Report
John Seevers is a top notch CPA and is a true professional. He is committed to the Evergreen community and is extremely knowledgeable. With an excellent staff, you cannot go wrong with Valentine, Seevers & Associates.