*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.*
1435 Estes St
Lakewood, Colorado 80215
Knoll and company have been wonderful to work with. They helped me with all my small business?s needs and have made the process simple and enjoyable.
Lee and his team are great. The first time I had Lee do my taxes I was super impressed with his knowledge of tax law and the results were much better than we were expecting.
Could not get by without Knoll - this is the best accounting firm we have ever used. They have helped us with the complex to simple in business, personal and ranching. They are professional, available and always there for questions and their pricing is fair and affordable. I am so happy to have found them - I recommend them highly. I?m positive you?ll feel the same.
These people are professionals. They have never said no to me. Even during Tax Week, when I walked into Lee Knoll Junior's office and he had 2 or 3 monitors going and was up to his eyeballs in returns, he still did my return, even though I had an outstanding balance on my account. I have been their customer since 2008 I think and I only have good things to say about them. They never complain and they always do an outstanding job.
Very professional staff!!! Very respectful and good listeners!!! Always have good ideas to more effectively invest limited financial resources. Always apply good common sense to very complicated State and Federal financial rules and requirements.
I used Knoll & Company to handle my LLC business tax returns for several years. They did an excellent job and handled everything well and in a prompt manner. I would recommend them to anyone needing a business accountant and for business tax return preparation.
The Knoll team does my accounting for my Not-for Profit and for my family. We have found them to be not only excellent at their work but also active in the community like us. I particularly love how they leverage technology so that I can work with them anywhere I am traveling.
Highly recommend this firm if you have a small business needing any services and for personal taxes as well. Forthright and excellent staff and they are well versed in all the tax rules and new software. Very highly recommended. Good folks here.
First rate CPA business. We have used them for years for business and personal taxes. They will give you peace of mind that your taxes are being done correctly.
I use Knoll & Company for all of my Tax and Accounting needs for both my businesses and personally and they do an amazing job!
Lee has always amazed me with a very detailed tax report and saved me a lot of money in the process. He is also very good at working with me to get the most out of my investments and reducing my taxes.
I have been with Lee Jr. Now for 27 yrs. I can't say enough about the quality of care and detail. Thank you so much for your outstanding service! Missy
Knoll & CO are professional, responsive and always get things taken care of on time. Highly recommend.
Excellent for private and small business taxes and even can run your payroll and more? highly recommended!!
I've used this firm for the past 30+ years and have no intentions on using any other for my taxes.
All of the work I've had done over the past 15+ years has been accurate, fast, and reasonably priced.
Thanks Knoll and Company. You have been so much help and are a pleasure to work with. I highly recommend Knoll and Company.
Lee is a great man and a great Accountant. I would never think of going anywhere else.
Knoll and Company has been great for me for many years. Thanks.
Knowlegeable, creative, prompt responses to what would otherwise be complicated and opaque tax matters
Friendly, competent staff. Quick service. AAAAA+++++
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.