*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1975 Research Pkwy Suite 255
Colorado Springs, Colorado 80920
Have been working with Mike McDevitt and team at Biggs Kofford for over 10 years. The service and integrity of this company is nothing short of perfect. Never had any issues and will continue to use them for years to come. Thank you guys!
We have been BiggsKofford Client for nearly 20 years now. We've bought and sold 4 businesses in this timeframe using Chris Blees' services. Their typical accounting services are exceptional and the Tax strategies have been fantastically effective. I would not hesitate in recommending BiggsKofford to anyone interested!
We are a Denver based medical office. We have been with Biggs Kofford since 2015 and are so very pleased with them. Deborah has worked with us since then and she is wonderful. She completely redid our financial tracking process and our Physician compensation formula. I can't say enough good things about this company. I would HIGHLY recommend them
Very professional team. BiggsKofford has helped our business immensely over the years. We would recommend them for tax planning, accounting services, and business acquisitions.
True business partners, great customer service, and have supported us through rapid growth in expansion. Very appreciative of their support and level of service... multiple times they've put forward solutions that even high priced attorneys could come up with on their own. Highly recommend.
When we switched accountants a couple of years ago, BiggsKofford was highly recommended by a number of other physician groups. They were spot on with regard to their recommendation. Deborah Helton and Katie Neefe have been nothing but the utmost professionals, quickly and accurately responding to all of our accounting business matters. They have also been instrumental in helping to manage our retirement account in conjunction with RPS. As important as their accurate management of our accounts, they als
I have been doing business with Biggs Kofford for years and would not trust my business or my personal accounting to anyone else. Deborah is a trusted part of my team and makes running a business smoother and less stressful. I would give 10 stars if it would let me.
Biggs Kofford helped us establish a Type S Small business about 12-13 years ago. Since that time, we have relied on BK professionals for tax advice, planning, and end of year return preparation. Performance has been exemplary. During any year, a question that came up was promptly addressed, and fully answered. I recommend Biggs Kofford for any/all CPA services required by individuals or businesses.
BiggsKofford handles the accounting needs of our business as well as my family's personal accounting. They have a great team, very knowledgeable and always professional. Readily available with prompt answers to any questions.
We've been a client of BiggsKofford for over 6 years and couldn't be more pleased with their services. From accounting to business transactions, their expert guidance has been invaluable!
I have been so pleased with my services at BiggsKofford, I know that I can call up get help or information. Everything they do I know it will be done, done right and that I am taken care of. They make running a business so much easier knowing that I don't have to worry about the accounting and taxes.
Just love Angie she does amazing work!
I called just needing some help with direction for my 2018 races. Spoke with Keenen and he was a wealth of information, very helpful. He was also upfront about the cost of their services and types of services, he wanted to make sure I was aware of cost to value for the situation I was in. I totally appreciated his honesty ... a trait every company should possess.
Excellent service. I am a college student and was looking for some accounting advice related to a non-profit venture I am working on. Jeff was willing to chat and give me see advice on how I should go forward. Jeff was knowledgeable and very helpful.
I have had the great opportunity to work with BiggsKofford over the years with many clients and their service and professionalism is top notch. It is pleasure working with them.
Having worked closely with Chris and his firm for many years, we genuinely believe there are none better in serving the needs of private company owners and investors. Mike Nall, Founder, Alliance of M&A Advisors
We have no hesitations about recommending BiggsKofford. They have served us and our small business very well over the past five years.
Having BiggsKofford for our accounting firm gives us peace of mind that all of our accounting needs are well taken care of! Wonderful company!
I have a bookkeeping business and they are the CPA firm I recommend to all of my clients. Over the years I've had the opportunity to work with many members of their staff and they have always been excellent!
Just got off the phone with a very kind lady who took the time to talk through some confusing accounting issues with me. Really appreciate the counsel!
Have worked with them for over a decade. Up to date, professional, accommodating, friendly. Could not recommend highly enough.
Great Firm. They were very instrumental in guiding me with the sale of my business.
The best in the business!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.