*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.*
525 N Cascade Ave # 200
Colorado Springs, Colorado 80903
Marcelino Dodge and his team were very efficient and prompt with handling our taxes. We received our return by the first week of April 2025. We look forward to using Cash Tracks in the future.
This is our second year using Marcelino Dodge. He is great and fast so we are in and out pretty quickly. We get our taxes with in a week. It?s really nice.
Cash Tracks/Marcello Dodge, did an awesome job guiding us through the complex task of filing our State and Federal tax returns. We had not only our personal tax return but also the sale of our business!
After two years of struggling with the IRS, I finally found relief thanks to Cash Tracks & Marcelino in Colorado Springs. He was able to do in several months what myself and my accountant could not. The IRS claimed we owed over 60k in back taxes. Marcelino and his associates were able to determine it was in fact a double-tax situation and that amount was not owed. I am so very grateful for their assistance and dedication. The cash tracks app was also user friendly and provided an open line of communication
When we started, we met with a local CPA, and for lack of a better word, she was unreliable and unresponsive, which left us floundering as a fledgling company. When I found Cash Tracks Financial, Marcelino met with us on holiday (4th of July) and discussed in length what they could do and created a plan of action to ensure our books were straightened out, taxes were paid, payroll set, and everything we needed to grow into who we are today. A rational fear for any company is whether we are taking steps corr
Professional services with personal touch. First, I thought long distance tax services were not for me, Cash Tracks Financial communication was excellent and very efficient. I was able to navigate thru their app without any trouble. prompt service. Congratulations for the job well done. Jaime
These guys are awesome. It is hard to find a good tax person, for both personal tax and small business. I spent 6+ months looking for someone who had good reviews, good BBB rating, and understood my complicated tax situation this year (my fault, next year will be easier, thanks to these guys). They also lean into technology, despite having decades of experience. Excellent web portal, makes document submission secure and easy. Responses to questions were always answered within 24 hours. These guys are
Marcelino and staff are very efficient, very responsive, and will answer any question you have. I have been going to him for years, and have never had an issue.
Marcelino and his team are competent, quick and friendly. Highly recommend.
Thanks to Marcelino Dodge and his team for providing an easy breezy tax season experience. We have used him for last year's return and now this year - we are grateful for the services he provides for both our personal business and our personal tax returns.
Both my wife and I have appreciated the thoughtful and kind services of Marcelino and staff. It is a relief to know that our tax matters are cared for responsibly and professionally. We would highly recommend his assistance.
Cash Tracks Financial of Colorado Springs, did an excellent job of my taxes. Marcelino is very friendly, professional, and will answer all your questions open and honest. He made the process seamless, it was a great relief to my sanity when it came to my taxes. I plan on use their serviced again.
Oh, what a relief! After I moved to Colorado Springs, I was anxious about finding a reliable accountant near me. Well, let me tell you, Cash Tracks Financial is a game changer. Their expertise in tax preparation is evident right from the first interaction. They make the entire process feel like a breeze. The communication is excellent and everything is explained in a way that even a layperson can understand. Their personalized approach made me feel heard and valued as a client. Highly recommend for anyone i
I was in full mourning after the death of my husband when I faced the ultimate adulting challenge: filing an income tax return! I am so grateful to Marcelino Dodge who helped me work through it in steps and stages. I am confident that everything was done with precision and accuracy. Cash Tracks Financial Colorado made an overwhelming task manageable (and it cost far less than I paid with H&R Blockheads last year)! I am looking into other services they offer for my small business as well as assistance wit
I am so grateful to Marcelino and his team! He has continued to be so helpful to me in getting my taxes completed. He knows what questions to ask to make sure everything is done correctly. I am so appreciative of Cash Tracks Financial!
Marcelino Dodge and team was super in getting our taxes done this year again. He is the best in Southern Colorado for taxes. Kudos again!
I wish I could have filed my donation history along with my W-2 but Cash Tracks Financial Inc cares about my welfare while finding solutions to provide an excellent service to help customers file their taxes and their employees ensure customers won't worry about taxes.
So easy to do. They take all the stress away. Thank you
Cash Tracks Financial did the job in a timely manner, they are thorough and honest. I highly recommend them to anyone who is looking for a good tax man.
Excellent service, attention to detail, and helpful in every way! We really appreciated the ease of being able to relax at tax time, knowing we had capable, professionals handling our taxes.
Marcelino is very knowledgeable, made our tax filings super easy. Thank you for your service!
Marcelino Thank so much in caring for our Taxes this year. We appreciate your kind, professional and knowledgeable work in our behalf.
quick, fast, diligent and professional service provided. Great communication, care and diligence in getting our taxes done!!!
Professional, timely service. Highly recommend for business owners who prefer ongoing communication and attention to details and deadlines.
Cash Tracks is professional, knowledgeable and thorough in tax services. One stop tax preparation for all ones needs.
Marcellino is the best in the business. I?ve been doing business with him for 20 years and he?s never let me down
We have used Cash Tracks Financial for our business and personal needs and they were great. I would recommend them to anyone.
Great job as always!!
Absolutely amazing service!!!!! Thank y?all so much for everything!! Really the best service!!!!
Very helpful, detailed and prompt . Would definitely use again and recommend ?? thank you ??
Marcelino is always great to work with.
Very professional and prompt. Service was great.
Job well done in a timely friendly manner.
Very friendly, professional and helpful.
Very Friendly and Honest
outstanding as all was
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.