How long have you been in business?
More than 30 years

What makes you experts in healthcare?

  • We have years of experience in providing specialized professional services to physicians and medical practices
  • We have professionals on staff who have a great depth of healthcare knowledge
  • We are active in healthcare organizations including Medical Group Management Association, Colorado Medical Group Management Association, Healthcare Financial Management Association, Colorado Healthcare Strategy and Management, and Affiliated Healthcare Advisors
  • We have strategic alliances with many healthcare consultants with specialized knowledge

What makes you different than any other CPA firm?

  • We are the premier financial advisory and CPA firm in the region whose primary focus is healthcare.
  • We have professionals on staff who have experience as medical practice administrators
  • We have two Fellows in the American College of Medical Practice Executives
  • Our mission is to make our clients lives more enjoyable through proper financial guidelines

What services do you provide and specialize in?
We provide a broad array of traditional CPA services including financial statements, accounting, bookkeeping and tax return preparation. In addition, we specialize in tax planning, financial planning and healthcare consulting.

Are you affiliated with any accounting associations?
American Institute of Certified Public Accountants (AICPA), Colorado Society of Certified Public Accountants (CSCPA), and Affiliated Healthcare Advisors (AHA)

What are your fees?
Our fees are based on hourly billing rates which are consistent with the billing rates of other high quality CPA firms. Our goal is to provide outstanding service for a reasonable fee.

We also work on a retainer basis, or a fixed fee arrangement

Can you handle my business and my personal financial needs?
Certainly. We work with hundreds of business and individuals

Do you offer free business consultations?
We do. When we meet with a new client, or a potential client the first hour is free of charge

Do you prepare other state tax returns?
Yes. Last year we prepared returns for more than 30 different states.

Do I have to sign a contract to do business with you?
No, we don't require a signed contract. We prefer an engagement letter, which is essentially a letter of understanding. It is important that expectations and commitments are mutually understood.

I would like you to be my CPA - what now?
Fantastic! Give us a call to schedule a time to get together

What can I write off as a business expense?
Our fees are always deductible. Fees for services to your business activities are deductible as business expenses.

I prepare my own tax returns, so why use a CPA?
We are experts in income tax preparation. We understand the tax law and have many years of experience in working with the I.R.S.
We can:

  • Work with you to reduce the amount of tax you pay
  • Provide valuable tax planning tips
  • Represent you in case the I.R.S. calls
  • Can provide relief - relief from anxiety

How long should I keep my records?
We have a record retention guide for you - no charge