*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.*
6500 S Quebec St
Greenwood Village, Colorado 80111
The Catalyst Firm is excellent! Kurt and his team are very detail-oriented, with excellent customer service. His clear and concise explanation videos are fantastic and we have confidence in his knowledge for filing our tax returns and also helping us plan for the next tax year. I highly recommend!
Kurt and team are great at helping small business owners see the entire tax picture and he has a really smart/creative mind for accounting. I have used him for 10 years and I wouldn't use anyone else! He knows my business inside and out. The value is absolutely worth the price of having a great accountant! Thank you Kurt and the Catalyst team.
Kurt Grantham and his team have done a great job taking care of my business accounting needs, including tax returns. They communicate well and provide excellent, smart service. I highly recommend them!
Kurt is absolutely amazing! Money and taxes are so scary and confusing but he makes it easy! He takes care of you and takes interest in your life. I have moved all personal and business matters over to Kurt at Catalyst!
Kurt and his team have been absolutely amazing to work with. They are professional, knowledgeable, and always take the time to explain everything in a clear, straightforward way. Whether it?s tax time or general financial advice, we always feel confident knowing we are in good hands. They have made the whole process so much easier and less stressful ? truly a lifesaver. We really appreciate their attention to detail and how responsive they are whenever we have a question. Highly recommend Kurt and his t
Catalyst has been our go to tax team for over a decade. They are pros, and especially helpful with business structure from a tax perspective. Highly recommended!
Kurt and his team were fast, professional and set me and my wife up for success. There systems used to upload docs and communicate are user friendly and make handling our taxes a lot easier. I felt cared for and listened too and their response time is fantastic to questions that came up. Thanks, and we look forward to having a long term relationship with Catalyst Firm.
I have been working with Catalyst for several years now and every year they get better and better. This past year was the smoothest I've ever experienced in my almost 30 years working with an accounting firm. The instructions provided at the beginning were thorough and made my job easy because I knew exactly what they needed from me. When I had a question, the response was prompt and accurate. Once I had all of our personal and business documents uploaded my return was filed within a week. And, a very nice
Like many of you, our taxes are more complex than we wish, and we're grateful to have added Kurt Grantham and his Catalyst Tax firm to our professional support team decades ago. Since then, our confidence in their expertise and integrity has fueled our referrals to friends and businesses who need the same guidance, and the reports we hear back are grateful and enthusiastic. No one looks forward to April annually, and it's so much better to have an experienced professional with complete integrity in your
The team at Catalyst provides great accounting and tax services to my small business and for my personal taxes. They keep me informed throughout the process and their electronic platform makes sharing documents very easy.
Working with the team at Catalyst makes a complex process easy. They bring expertise to the table, and an efficient communication style to get the job done right and fast.
I've been impressed by the improvements in the Catalyst process over the past few years. For the 2023 year, they were efficient, easy to get a hold of, and knowledgeable. They also have fairly intuitive software to use on top of it.
As a small business owner, I?ve worked with several firms over the yrs and the Catalyst Firm is absolutely the best experience I?ve had. They take time to listen, always available for questions and their use of technology (in particular the year end video summary) makes the whole process super efficient.
I switched my company and personal tax preparation to Catalyst and have never regretted it.
Kurt Grantham and the team at Catalyst are professional, reliable and knowledgable for even the most complex tax situations.
We are blown away so far by the service and expertise and highly recommend the Catalyst Firm.
I love these folks. So helpful, thorough, communicative and affordable. They always get me a good refund. Highly recommended.
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.