Gheen & Co., CPA, LLC

Gheen & Co., CPA, LLC

Reviews Summary

Gheen & Co. receives overwhelmingly positive reviews for their exceptional accounting and tax services. Clients consistently praise their professionalism, responsiveness, and personalized attention. Many highlight significant tax savings, efficient systems, and expert advice tailored to small businesses. The team is described as thorough, accessible, and proactive, offering clear communication and reliable support. While most reviews are glowing, a few mention difficulties with phone responsiveness. Overall, they are highly recommended for both personal and business accounting needs, with clients valuing their integrity, expertise, and client-focused approach.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Healthcare
Professional Services
QuickBooks
State-Specific Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Healthcare
Professional Services
QuickBooks
State-Specific Experience

Contact Information

Address

7222 Commerce Center Dr Suite 220

Colorado Springs, Colorado 80919

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I had a consultation with Luke today. He was very kind and helpful. I haven't decided yet to go with their services. Still, in knowing that, he stayed on the phone with me and talked me through my next steps for setting up a relief business, giving very helpful next steps. He definitely made me feel like it wasn't all about the money for him, but people satisfied with making the right choice in hiring them.

I couldn?t be happier with the services provided by Gheen & Co. My company, Cable to the Max, LLC, has used Gheen & Co. services for over two years, and with their support and business growth guidance, we have tripled in size. Luke and his team are prompt to respond to any questions that I have, and they have created several new opportunities for my business to run with greater efficiency and effectiveness. I highly recommend the services of Gheen & Co. for individuals and small businesses, and I am excited

Gheen & Co. handle all of our small business accounting needs. Luke and his team have been responsive to all of our questions, they are very accessible. We have no problems getting in touch through in-person meetings, telephone calls, online meetings and email. I appreciate his personalized approach combined with the use of technology to help us stay efficient and effective in maximizing our resources. I would highly recommend Gheen & Co. for any small business that needs help with accounting and tax pl

We have been so impressed with Gheen & Co. After running through numerous accountants that were slow to respond and even slower to actually get work done for us, Gheen is a breath of fresh air! They are professional, personable, and very capable. They've already gotten more done for our taxes and bookkeeping in 3 weeks than our previous accountant was able to do in 7 months. They have seamless systems in place to make sure that work gets done in a timely manner and communication is prioritized. We are excit

Luke and his team have been nothing short of phenomenal. As a business owner they have helped us with tax planning and preparation while saving us over $20k in taxes last year. The customer service and personalized experience with Gheen & Co has been great and I would highly recommend them.

Called multiple times to try and schedule an appointment, they never answered the phone, I left a message, they called back while I was unavailable a few days later and left a message saying that "I wouldn't be the best fit for their services", because in my message I mentioned that I need quarterly tax help. However that was not the only service I needed, I needed multiple monthly services but since they never answered the phone when I called, and just assumed that "I wasn't a good fit" I never got to actu

I entrusted all my business accounting and personal tax matters to Gheen & Co., CPA, LLC since 2014. Luke Gheen and his team offer excellent level of professionalism and reliability, even for a small IT company like mine. I recommend Gheen & Co., CPA, LLC to anyone who is looking for clear and sound bookkeeping, business and personal tax related services. They do their work always on time and are very helpful. Having them as my company?s CPA, is one of the greatest investments I ever made. Gheen & Co., CP

Gheen & Co. came to my rescue a few years ago and I am forever grateful. Navigating the incredibly complex tax system for a small, but growing, business overwhelmed me and the learning cost me thousands. Team Telluride has been supportive, patient, knowledgeable and quickly responsive to all my questions. I have recommended them and will continue to do so.

My first encounter with Luke Gheen occurred today following a quick Google search. The website offers a place to request a consultation which was responded to well within the hour. He asked targeted questions to help him gain a grasp on my situation and offered a link for me to securely provide documents to further help him help me. After reviewing the documents, he quickly got back to me to provide recommendations on what to do next, gave me the resources to do so, and did not even charge me a fee for his

Luke and his team have done an excellent job! As a start up medical practice just a year and a half ago, they have given us great piece of mind which has allowed us to continue moving forward focusing on what we do best. We know they are the experts in their field and that they are always looking out for our best interest. Great experience with Gheen & CO!

I cannot say enough about this firm. From my first talk with Luke when I found myself unexpectedly shopping for accounting services after our in-house accountant passed away, I knew that this was the company for me. Luke took the time to truly answer my questions, in detail and with honesty. Since then, both Merrill and Wayne have been extremely helpful, knowledgeable and prompt. I find the personal level of detail and care that is provided by this firm is second to none and really enjoy the monthly, quarte

Luke and his staff have helped me immensely. Originally I thought it would be cheaper and more efficient if I just handled my firms bookkeeping. That could not have been farther from the truth. Gheen & Co got me up and running with a payroll service, organized my books and took away the stress I had dealing with it all. I would highly recommend them.

As a client of theirs I've enjoyed working with Gheen & Co CPA for nearly 10 years. They are responsive, ethical, flexible and proactive. As a small business owner it is important to me that I can focus on the business while they manage back office accounting functions. They have earned the right to be called, "Trusted Advisors."

Very very pleased with my experience with Gheen & Co. Between the their personnel, speed, and professionalism, I would highly recommend their services! I've worked with them for over 3+ years, and am not looking back. They run a premier business in Colorado Springs!

Luke was amazing. I called to make an appt for tax form preparation and when I explained what I needed Luke explained everything, made honest recommendations and ultimately I decided not to file the additional forms. For this honest and expert advice he charged me absolutely nothing. I was pleasantly surprised and high recommend him to anyone especially to any professional in the medical field who needs honest and reliable advice. Thanks Luke!

Luke - Does great work. The tax savings we received, as a result of his work, far exceed his service fees. He is also a quickbooks expert which makes the process that much more convenient. Luke is very responsive and provides great advice.

The professional team at Gheen and Company are exceptional on all levels! They are easy to reach, communicate with and serious about deadlines. They have integrity, professionalism and are wonderful to work with! Highly recommended!

Superb CPA advice and service -- always professional, responsive, fair and accurate. Highly recommend any business that wants to maximize profitability and tax efficiency give Luke Gheen a call -- you will be glad you did.

Luke provided quick, expert tax preperation service and advice! My taxes were somewhat complicated this year to say the least. Luke prepared all necessary documents and took the time to explain everything I needed to know. I plan to use Luke's services from now on.

Gheen & Co has been such a joy to work with. They have helped guide me through tax questions and advised business financial planning in ways I haven't found with any other CPA. Very professional and available.

Got the chance to speak with this company and I could not be more pleased with the customer service and kindness. They helped me navigate a business evaluation and provided excellent advice. Thank you!!!!

Luke is one of the most thorough and friendly CPA's I've ever had the pleasure of dealing with. His attention to detail makes working with him one of the easiest experiences ever!

This is the second year we've used their services. They have always been expedient and easy to use. Gheen & Co. can't take all the pain out of taxes, but they can take the pain out of figuring them out.

Gheen & Co. has helped me with all of my financial needs and then some They are very professional and personable. They truly care about their clients. I highly recommend them

I have been working with Luke Gheen's accounting firm for a few years and have been very pleased with the level of service and personal attention I have received from them. Highly recommended!!!

I've worked with Luke at Gheen & Co numerous times over the past few months and I must say that he a true professional. But most of all, he is a real pleasure to work with.

I am just starting my business and Mark has been great with checking in, answering questions and just getting me on the right track as I now start to work with my team. Great experience so far!

They are so professional. When I call, I am able to speak with my cpa. He answers the phone! I have been with Merrill for a few years now and I will have Will as my cpa. I just received a response to a tough question. If they dont know, they research it. Dr Miller

Luke and his team have been there for me since I came to CO in 2014. I enjoy having personal one on one attention (Jake) and support at my fingertips anytime I need it.

Excellent service, knowledgeable and responsive. I would recommend to anyone in search of a CPA who goes the extra mile to make you feel like your bushiness really matters.

Very thorough and courteous service. True tax professionals, who are very willing to assist with any tax related questions or issues.

Very happy with the professionalism of Mark and Savannah. Good listeners and knowledgeable. Thank You Guys!

Gheen & Co are great at what they do. I would highly recommend them for accounting assistance for personal or business.

Luke is on top of it. He always takes great care of us and does an amazing job!

We have been working with them since January and they have been great to work with.

Thoroughly professional and always willing to help answer my questions. I'm so impressed with the amount of time and individual attention I receive!

The business doesn't even exist. Don't answer phones and is not at the location listed

I would highly recommend them!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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