*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.*
90 S Cascade Ave #200
Colorado Springs, Colorado 80903
I've been using this firm for a couple of years and they are the best! Recently, my mother-in-law passed away and we had some confusing tax situations. I emailed Kim and she got back to me fast, had answers for me and put my wife and I at ease with her knowledge and experience. This was so appreciated. I remain a happy and loyal customer. Thank you!
It's been a delight dealing with this firm. My husband died fairly suddenly 5 years ago, and Katie was a life raft in a storm. We have several properties, and I'd never been involved with the businesses prior to his passing. Katie has consistently warranted at least 10 stars over the years with her knowledge, advice, kindness and patience with my many questions. I believe she exemplifies the values of the firm, and I highly recommend them.
I have worked with Jason Homec at Erickson Brown & Kloster as my CPA for approximately 6 years now. Jason has assisted with both my personal and business tax & investment needs. I have found Jason to be extremely helpful, available, knowledgeable, responsive and creative in all situations that have arisen and there is not doubt that he truly cares about his client's needs. The entire staff at EB&K is excellent and I highly recommend them for any and all accounting services. You won't be disappointed!
We simply cannot sing enough praises for Phil and his team at EB&K. We have worked with Phil for the past 15 years and he is truly the utmost critical part of our financial and general-life team. It is so reassuring to be able to have his guidance on anything that arises in our financial picture and his knowledge base is pretty staggering. On top of Phil?s unparalleled expertise, strategic forethought and personal touch, his team/staff are top-rung, timely and never disappoint. We are grateful we found Phil
We have a small business and Katie Schaffer and her colleague Andrea Rynne have been fantastic. So easy to work with and super responsive. Have made me feel confident about my taxes for the first time since we started our business. Highly recommend!!
Everyone I have dealt with EBK is great! They always have the answer I need to help in my business. Katie has been doing our tax work for several years and is very professional. Thanks Katie! Michelle Moore is all of the above. Professional, and at the same time very personable. She can handle all aspects of our bookkeeping and tax needs with confidence. Thanks Michelle!
EB&K has handled my business and personal accounting needs for +/- 20 years and has always done a first rate job. They are knowledgeable and responsive. Katie is my most trusted advisor.
I have worked with Katie Schaffer for nearly 20 years, before that her Dad. Katie may be the best professional accountant I?ve ever met. I can email or call, and it shocks me that she never fails to get back promptly, she works endless hours during tax season, dispenses accurate and invaluable financial advise and was a touchstone of level headed, best case/worse case advise during two genuine life crisis for me. I literally would not have my spectacular home without her. Katie isn?t just terrific with
They go out of their way to make us feel important. They work very hard to ensure everything is taken care of in a timely manner. They offer good rates but most of all exceptional service. My only regret is that I didn't find them earlier - they would have saved me a great deal of time, heartache and money! They are always up to date on the ever changing laws and requirements. I guarantee you won't regret taking them on as your CPA! Very professional firm. They are one of the top 3 firms because they
Wonderful service. We don't live in the area but EB&K have been seamless to work with. Best accountants we've found across multiple states. Jason Homec has integrity and is a good communicator.
We have worked with this company for many years, first with Steve Erickson who has always been available to assist us with business mattes and personal ones. Now we are working with Josh Wallace who is very responsive to all our questions and concerns. We highly recommend this firm for all financial matters and recommendations. Dan and Joan Vail
This group has been doing my taxes for over 20 years (as I am an independent consultant) and I'm happier each year with their advice, prompt work, and friendly communications, and I should mention I have stayed with these wonderful people even thought I left Colorado for Virginia quite awhile back! Definitely consider them for any accounting and tax preparations you need! Bruce.
Jason has been our CPA for many years now, and is phenomenal at what he does! We are not the easiest of clients and he's always happy to respond, and intelligently walks us through options and opportunities. We are grateful for him and the company!
Steve for many years and now Katie and their teams have given us great service. Responsive, cheerful, personal and professional in every way! Highly recommend EB&K.
Been with them for almost 15 years now. Never had any issues with filings or anything else. Their CPAs are always on top of what is needed for my personal and business to file taxes and always been on time. Shout out to Katie for her skills in working with her customers.
We've been working with Phil Erickson for nearly 15 years and consider him a trusted, valued partner. He's been instrumental in the success of our small business and I'm so grateful to have Phil and his team on our side!
Our personal and business accounts will never go anywhere else. My experience with Eric Brown & Kloster team has been second to none. They treat me with respect and over deliver on their service, truly a pleasure doing business with them.
Josh Wallace at EBK has done our our business and personal taxes since we moved to the area in 2018. Josh has helped us save significant funds through his knowledge and experience. We highly recommend EBK and appreciate all they have done for us.
I have been working with Phil from EBK for over 12 years. I trust him as he has always provided professional services for me and my business. I would recommend EBK to anyone needing personal or business tax services.
It is rare nowadays to find business professionals that treat you like family and this is such a place! I have known Katie Schaffer for many years both professionally and as a dear friend. We have always been extremely pleased working with these folks and will be for many years to come!!
Phil and his team have been our accountant for years and then our son's started going to him as well. We are very impressed by his knowledge, integrity, attention to detail, speed and ease of working with him. He really is a very gifted individual.
They do the taxes well, however, they are crooks. The first meeting I had with them they quoted me $550 to do my personal taxes, then charged me $750. I figured my taxes were more difficult or something. Even though I had all write off figures already calculated when I turned in the paperwork. Then this year they charged me $900. My taxes were the exact same and they already had everything from last year. They just keep increasing their prices with no real reason. I would not recommend them because of
I have used Erickson Brown and Kloster for the last 3 years. I came to them with a mess from the last team that I had worked with. They were able to get all my past taken care of and done amazing work for me since. Lots of support and quick to respond.
Great firm. After searching for a long period of time I finally feel like I have a wonderful accountant. Jason Homec with EB&K is outstanding. Knowledgable and very good at communicating. I would recommend him to anyone.
Katie & the entire staff is supportive and above all educated in the yearly changes in tax laws. They've helped my business year-after-year and created and suggested tax strategies to help maximize my profits while helping us build a tax plan that fits our needs.
I have used them for over 15 years for my business tax returns, including a 401k review. They are reliable, knowledgeable and trustworthy. They may not be the cheapest, but their pricing is very reasonable.
Phil at EBK is the best CPA I've ever worked with. He's helped me with multiple business, navigating through the complexities of our tax laws. I would highly recommend EBK to anyone looking!
Katie and the entire Erickson, Brown, and Kloster team are amazing. Our taxes are complicated, and they get them completed quickly and correctly. I highly recommend them as a the best CPA firm in Colorado Springs. A+++++++
Our experience with Jason Homec has been fantastic. He has been able to answer all our personal and business tax questions. I have confidence relying on Jason for my tax needs.
Jason Homec is very disrespectful and rude. He treats his clients very poorly and they WAY overcharge for doing almost nothing. I do all the work- and they constantly bug me for more information that was already given to them. Jason seems to always be on vacation, has his minions do his work, but then charge the big bucks for him to check it off. DO NOT go to this company- you will be disappointed.
We have benefited from the guidance of Erikson, Brown and Kloster PC for over 15 years. Phil Erikson has provided consistently superior service throughout the various stages of our business endeavors. We can confidently say that he has significantly contributed to our successes, and we are eternally grateful! Casey and Mara Simmerman
EBK Has been incredibly professional, caring and responsive every time we have a need or question with how to run our own business and keep our books. I wouldn?t recommend friends and family to anyone else!
I have worked with Josh Wallace at EBK for years now and he's been a great partner in my personal and business tax planning. Highly recommend the EBK team!
I have been using Erickson Brown & Kloster for years! They have always done a great job. I always get answers quickly and Jason and Josh have been great to work with! Thank you!
EBK has been managing all of my personal and business accounting needs for over a decade. Their team has been amazing, I can't imagine working with anyone else.
We have been with EBK for over 10 years and they are fantastic. The tax advice they have given us has saved us $$$ and more than made up for their reasonable fees.
I have worked with EBK for over 35 years and they are a great firm. Top notch advice and work product. Very professional. Reasonable fees.
Our tax preparer, Katie Schaffer, is great! She understands our situation and has saved us some taxes. Highly recommended.
I have worked with Jason for years and he is great. Always helpful and professional. Does an excellent job with all my accounting needs.
Although this service is much more expensive than most of the others, the quality is outstanding and it is a pleasure to work with them. High quality tax service and very responsive when I have questions. Hate tax season but they make it bearable.
My accountant is ALWAYS responsive when I have questions or comments. He meets with my investment advisor and myself throughout the year in order to prepare for the following tax period. I would not change for any reason.
Our contact with all members of this firm has been outstanding. Their advice and performance regarding our financial situation has been consistent with our goals.
Working with Katie Schaffer is refreshing, her knowledge, timely response time and helpful advise as we have worked through the tax maze has been right-on.
Very disappointed in their customer service and team, I reached out multiple times for weeks and no one had reached out to me. Then eventually they sent me an email saying they cannot help me without even knowing what services I really need. Extremely disappointed with them.
Excellent CPA Firm. Been using them for over 25 years. Amazing support and service! Thanks for all your help EBK!
I have been a client of Erickson Brown & Kloster PC for eighteen years. They provide outstanding service and do quality work for reasonable fees.
EBK accountants are so easy to work with. They are knowledgeable, efficient, and work tirelessly for their clients. I highly recommend EBK!
Charged me $300 to meet for 1 hour and have a high level conversation about different types of business setups. I should have went to play golf at the Broadmoor instead, at least I would have gotten something from the expense.
Erickson Brown & Kloster have been doing our taxes for years. They do an amazing job and are very knowledgeable and professional.
They do not provide notary services for anyone but clients. Helpful.......if you're a client.
I receive prompt, dependable and professional assistance whenever I need it. I often need advice and find the staff very willing to assist me and will answer questions to help me make important decisions.
I have had an excellent experience overall with Jason Homec and his entire team. I very highly recommend them!
Have used Jay Kloster for years. Always calls me back promptly, always knows his stuff. He is friendly but professional.
Phil has really helped us stay organized & helped us greatly w/ tax planning- they?re a wealth of knowledge!
EB&K always provides good advice. Very professional and responsive. We definitely would recommend them.
Great business and they always do a great job with my taxes. Really appreciate Jason and his staff.
These guys have always been professional and on top of things. They've been my accountants since I started my business 10 years ago, I can't imagine working with anyone else.
I've been using this accounting firm for years. I have always had a great experience with them.
These folks have provided excellent service for us every year. They are on top of changes and reach out with advice when warranted.
Hard to believe but I have been with this company for 40 years. Great service and quality work.
We changed from another accountant for my business accounting and also for our personal accounting and couldn't be happier with Jason Homec of E B & K.
Great people, accurate service. Expensive, but do you want a cheap PC?
Fantastic experience over 5+ years. Great service, sage advice.
Top-notch professionals who are very helpful navigating personal and business finances!
Been going here for over 15 years. Exceptional service - highly recommend
Always do a great job, quick to respond to questions and professional!
i have these folks as my CPA for 20 years ... excellent folks
Reliable and found me deductions I didn't know about.
EBK do an efficient and excellent job.
Always super helpful and very courteous.
They do a great job!
Best accounting firm we've worked with!
Highly recommended , great service !!
Very responsive, affordable, and knowledgeable.
Total professionals without exception.
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.