*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.*
2 Inverness Dr E STE 105
Centennial, Colorado 80112
I can?t recommend Citadel CPA enough! In all my years of doing taxes, switching to Citadel this past year was such a game changer. The whole process was incredibly easy. From uploading my documents to answering the right questions, everything felt so smooth and efficient. I loved how modern and straightforward it was, and their platform gave me real time access to everything I needed. Working with Steven and his team was honestly a breath of fresh air. They were responsive, professional, and just genuinely
Working with Steven and the team at Citadel has been an absolute game-changer for my business and personal finances. From the very first consultation, Steven demonstrated a deep understanding of tax strategy, accounting, and financial planning. He took the time to truly understand my goals and offered tailored advice that made a real impact. If you're looking for a CPA who goes above and beyond, look no further. I highly recommend Steven and and his team at Citadel, they?ve earned every one of these five s
Working with Citadel was a pretty seamless experience and I highly recommend using them when preparing taxes. What I really appreciated about the process was the amount of communication. Steven and his team are very good about communicating the steps in your filing journey, and also keep you in the know of current events and how it might impact your taxes. On top of this, they are always looking for feedback and ways to improve. This really shows me that they care a lot about their client's satisfaction an
It was such a pleasure working with Steven at Citadel CPA! He was incredibly helpful, professional, and patient. He helped us out through our escrow and real estate decisions and made what can often feel overwhelming much more manageable. We truly appreciated his expertise and support, and we?ll definitely be using his services again when we file our taxes next year.
Citadel CPA Group is the best tax advisory group that I have ever encountered. The knowledge, responsiveness and peace of mind that the firm brings is a reflection of the leadership, professionalism and kindness of its founder Steven. I recommend their services to individuals, families and businesses.
Citadel CPA is an excellent company to work with for tax advising and prep. Highly recommend them! They also proactively sent out notices about an upcoming report that had to be filed for my LLC, saving me significant fines. Steven from Citadel CPA also met with me to discuss the report that needed to be filed and waived the fee. Very impressed with the service and professionalism of this company!
My husband & I had a consultation with Steven. We were being audited and wanted to sure what the IRS was saying not only correct, but what was the exact dollar amount that we needed to pay or get a refund. Steven was kind, thorough and super friendly. His knowledge was outstanding by looking over our ammended tax return. I would highly recommend his office to anyone.
We were looking for an accountant to help us with our taxes last minute and they were able to get it done with very short notice. We like the efficiency of uploading everything to their portal. The video explanation of our returns were very helpful and it streamline the process of preparing the questions when we went through the tax return on the phone. The team at Citadel is diligent and professional.
I have worked with other CPAs in the past, but I am truly grateful to now be working with Steven and the Citadel CPA team. Steven?s expertise and depth of knowledge in his field are remarkable, and his guidance is always thorough and insightful. I have found Citadel to be a group of integrity, with prompt, clear communication and a direct approach. I look forward to continuing our partnership with Steven in the years to come. Thank you, Citadel CPA Group, for all of your support.
When we switched to Citadel CPA Group, we had been working with a CPA for years who did not have our best interest at heart and we were very disorganized (personal + 2 businesses). Citadel was patient with us as we got our ducks in a row, looked at past returns to confirm if they had been done correctly (potential deductions were missed) , and helped us get back on track so we can crush it next tax season. We are very happy with our service and highly recommend them to others!
Had a great experience with Steven. Most of our experience was handled virtually. He was very professional and described everything in an easy way to understand. All our questions were answered. There was a small technical issue with the sound in our tax overview but they resolved it quickly. Their online platform is easy to use and set up appointments if needed. I will use them again.
We have been clients of Steven's for a few years now and he is incredibly thorough and knowledgeable! Steven and his team, including Carson, have a keen eye for noticing things that I wouldn't even know to look for, and they definitely have their clients' best interest in mind at all times. If you're like me and have NO interest in doing your own taxes, look no further than the Citadel CPA Group! They are truly wonderful, professional, and personable people!
I've worked with several accountants over the years. I am so glad I found this group! They are the perfect combination of strategic without ever being dishonest. They are prompt and effective communicators. During our individual review meeting (which is included in our services...I love this) I was amazed at how knowledgeable Steven was about tax law. It is very apparent that he stays very up to date on all the details.
This is my first year to hire Citadel to do my taxes. Steven Chau started with an interview to make sure both client and provider had the same expectations. Communication throughout was excellent. The technology for secure delivery of documents was excellent. He wrapped up by providing a video walkthrough of our returns. This is an excellent touch that allows me to refer back to how the return was completed and what decisions were made.
Our experience with Citadel has been excellent. Our CPA is professional, knowledgeable, and courteous. They have helped us tremendously with our transition from being employed by various organizations to being fully self employed. All of our tax questions are answered and they work closely with our legal, IT, and wealth management teams as needed. Citadel is very respectful of our time, and I fully recommend their services to anyone.
I am a small business owner (LLC to S-Corp) and have had a fantastic experience with Citadel CPA Group. Steven is extremely knowledgeable, patient, and understands my needs as a business owner and mother of small children. It has been very easy to work with him remotely via email, their company portal, and Zoom. I did want to meet him in person initially, which he kindly arranged at one of their offices located closest to me. Taxes and tax laws are not my strength or interest, but I feel very confident in t
Citadel offers an exceptional tax service that exceeds expectations. Their team of experts demonstrates unparalleled knowledge, ensuring accuracy and maximizing returns. With seamless communication and a personalized approach, they make navigating tax complexities effortless. Citadel CPA LLC is undoubtedly a top choice for anyone seeking reliable and professional tax assistance.
I highly recommend Citadel CPA. I worked with Steven and he was professional and thorough. Definitely exceeded expectations.
We had a fantastic experience working with Carson at Citadel CPA. Our taxes have become more complex over the years and the stress of last year finally pushed me to have a professional do ours. The communication was fantastic and I appreciated that they were quick to ask questions if something was not clear from my end. Once preparation was finished the meeting to cover everything was very thorough and I got answers to any remaining questions I had. I couldn't be happier with my experience!
Steven has been my CPA for the past 5 years or so. I am always so impressed by his kindness, customer service, and the quality of his work. My favorite thing about working with Citadel CPA Group is that they're extremely responsive and everything can be done remotely via email. This makes it so convenient for my busy lifestyle. I have nothing but good things to say about their services, and highly recommend them. I look forward to our continued business with Citadel for many years ahead!
Great set of people with exceptional services! I?m a one man small biz that most tax service companies would ignore. Citadel has treated me like any other customer regardless of the size. They provide quick communication and detailed information on what they accomplished.
I have been a client of Citadel for many years and have been very satisfied with them as my accountants. They are responsive to any requests that I have, make timely recommendations, and are diligent with my business and personal taxes. I highly recommend them!
Steven and the Citadel Group do a tremendous job. I trust them with all my tax documents and filing. The communication is fantastic. I?m always aware of what I need to provide to them and when. Any questions I have are promptly answered. Any questions they have of me or additional documents I need to provide are communicated in a prompt and professional manner. I will continue to use them, and recommend others do as well.
We have used Steven Chau the past 2 years to prepare our tax returns, and we have been very happy with his professionalism, knowledge, and organization. He is very responsive to questions and explains answers very clearly. The Citadel Client Portal is also easy to use and helpful in sharing documents and keeping supporting materials organized.
My husband and I are both self employed. We had been using another accounting firm for years. We weren't happy with them but it seemed like a lot of work to change accountants. Well, things got worse and worse. An attorney I know recommended Steven. I could not be happier and I only wish that I made the change years earlier. We have been with Citadel since 2017 and it has been great. Steven is professional, smart, organized and he really cares about his clients. He takes the time to really understand your i
Steven is extremely professional and personable. My husband and I worked with Steven for the first time this year to file our taxes and he is extremely knowledgeable. We will be working with him moving forward for all of our tax planning and filing needs.
Experience a seamless tax season with Citadel CPA Group! Their knowledgeable team is eager to provide personalized guidance tailored to your specific situation, making the process a breeze.
Citadel is my third accountant since 2016 when I started my business. By far the best of the three (including a big name Denver-area company). Steven dug into my finances and corrected the problems created by the previous companies. We've worked closely to reconcile accounts between his records and mine (he's are right). He's attentive, responsive and communicates clearly and listens well. Need an accounting firm - Citadel is the one! UPDATE: 2024: Another great year! I track my bsns account ca
Steven and his team have been helping me with my taxes for a few years now. The team is always professional and responsive and their client portal is really intuitive and secure. This takes a lot of the stress and complexity out of filing taxes each year. Thanks Steven!
I run my own business and Steven Chau at Citadel CPA made the process of filing the taxes effortless. He thoroughly explained everything and ensured that all is done correctly. Filing taxes as self-employed can be very challenging, but Steven helped me every step of the way.
Steven Chau and staff have been Awesome. Steven helped us get our back taxes filed and was patient with documents required to file and helpful through the whole process. He will be our tax accounts forever. Thank you
Steven Chau with The Citadel CPA Group was amazing patient and helpful during our crazy COVID Zoom call to finalize our taxes. During the process he remained in contact the entire time letting us know what was missing, what needed to be signed and with all the details. He broke everything down to the basics without making me feel stupid, and I have an account degree. Taxes are terrible, but he was great all the way through the process. Thanks Steven!
Steven and Carson did a great job helping me get some back taxes filed, and explained every step of the process in a way that I could understand. Communication and service was 10/10. Highly recommended.
I own 2 businesses and also have a w2. Charlie and Steven have been extremely effective at providing a correct tax filing while also educating me in the process which no one else has taken the time to do. Worth every penny. Highly recommended.
Steven and his staff have always been helpful and efficient at getting my taxes done on time. Their process is super user friendly and the price is affordable. If I ever have additional questions they always respond quickly and give me what i need. I highly recommend them.
Citadel CPA Group has been great to work with for the past two tax seasons. Very professional group and very communicative answering all the questions I had.
The most important characteristics in a CPA is trustworthy, reliable, good communication, and knowledgeable. Steven has all of these and more. Everything a small business needs.
I had a great experience with the Citadel CPA Group! They answered every question in a prompt manner and were extremely professional. I?m happy they were recommended to me.
Steven helped me with my personal income and my rental tax returns. He is professional and does a great job. Highly recommend.
Steven and his team are true professionals. Saves my business countless of hours bookkeeping so that I can focus on growth. Highly recommend.
Steven and Carson are awesome to work with and make filing your taxes as simple as possible. Highly recommend them!
Steven and his team are the best. They're prompt and take the time to explain even the smallest of detail in practical and technical terms.
Steven is very knowledgeable and able to explain and advise in easy to follow terms. Always responsive with any questions that I may have throughout the year. Highly recommend!
Great to work with. Responsive and helpful. Professional, don?t let someone else **** up your books, and if they already have... These guys can fix them :)
A really great firm to work with! Very responsive and thorough! Definitely recommend.
Amazing experience with the Citadel team. Very responsive to all of our questions!
Great experience, knowledgeable and easy to use client platforms.
Experienced professional and trustworthy! Highly recommend
Great response and timely updates highly recommend
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.