Here are our answers to some of the most common questions clients have asked about how we can help them.

• Do you specialize in nonprofit audits?

  Yes. We’re recognized in the Denver metro area for our nonprofit audit experience, serving more than 70 organizations annually, from health and human services to membership associations and educational institutions.

• Can you help both my business and my personal finances?

  Absolutely. Most of our clients are business owners who need support across both personal and organizational tax and financial reporting. Our integrated approach simplifies complexity and ensures nothing falls through the cracks.

• How does your billing work?

  We don’t bill by the hour. Our transparent structure allows you to call us throughout the year without fear of surprise fees. That openness encourages collaboration and ensures timely answers when you need them most. Our pricing is tailored to the complexity and scope of your engagement. In compliance with Colorado HB25-1090, we provide a clear, written fee estimate before beginning any tax preparation work, ensuring you know exactly what to expect with no surprises.

• Do you work only in Colorado?

  While most of our clients are in Colorado, we serve organizations and families across the U.S. Our technology-forward, flexible model allows us to provide the same high-quality service regardless of location.

• What is Form 990, and do you handle it?

  Form 990 is the annual information return most nonprofit organizations must file with the IRS, and our audit team is also trained to prepare 990s. Because our team understands both assurance and tax, we’re able to provide more informed advice and deliver your 990 alongside, or very soon after, your financial statements. This approach streamlines the process, reduces duplication, and ensures everything is handled efficiently for your organization.

• How do you specialize in helping law firms and attorneys?

  We support law firms and attorneys with a blend of tax and advisory experience that helps them stay compliant, organized, and strategically informed. Our team understands the unique reporting requirements, trust accounting considerations, and operational complexities of legal practices. By tailoring our approach to each firm’s structure and workflow, we help attorneys focus on serving clients while we streamline the financial side of the practice.