*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.*
4595 Hilton Pkwy Ste 100
Colorado Springs, Colorado 80907
Lockhart & Powell was great to work with this year. I was seeking a new CPA and they took the time to sit down, listen to what I needed and the process was straight forward and very manageable. Tax season is never fun, and because I have owned the IRS in the past, I am always a little nervous about my taxes. The Lockhart team handled everything with confidence and communicated with me on issues and recommended resolutions.
We used Rick Powell for over 20 years and most recently Brandon and Megan took over the business and handled our taxes in the same professional and timely manner. We were late getting our paperwork to them, but they instructed us on what to do and provided written details and made the process so much easier. They are reasonably priced and perform excellent services and we will continue using them in the coming years. We highly recommend them if you are in need of skilled, knowledgeable, and reliable CPA?s f
I can't recommend Lockhart & Powell enough! From the very first interaction, I was impressed by their professionalism and commitment to providing outstanding customer service. I was initially overwhelmed with filing our taxes and navigating the complex tax system but they took the time to thoroughly explain everything in a way I could easily understand. What truly sets them apart is their responsiveness. I always felt like a priority. Any questions I had were answered promptly and thoughtfully, this level
I have had bad experiences in the past with CPA filling business taxes, but I was recommended to try Lockhart & Powell from a friend and I?m glad I did. Met with them in person to share my situation and sent everything electronically to get everything filed. I love how easy it is to use their system and also to communicate with them. I can honestly say that I feel like they do care about their customers. They are my go-to for sure as long as I?m in Colorado Springs. Totally recommend them if you need their
Lockhart & Powell handle my Federal 1040, State as well as my estimated tax vouchers for non-w2 filing. I have real estate investment property, which includes a variety of depreciable assets, expenses, and deductions, which they handle no problem. They have friendly office staff to handle calls and questions but I do almost all of correspondence, questionnaires, and form uploads through their secure on-line portal, which also serves as a nice record keeping tool. Highly recommended!
I?ve had a great experience working with my CPAs Lockhart & Powell over the past 5 years! They use the TaxDome app, which makes uploading and transferring documents super convenient and secure. Communication is always prompt?any questions I?ve had were answered quickly and clearly. Most importantly, they consistently deliver accurate, timely returns exactly when they say they will. It?s been a smooth and stress-free process every year. Highly recommend!
Brandon and Megan have been wonderful at helping us with our company tax needs. We started a new insurance company and they have helped guide us the entire way. Not only are they good with company tax needs, but they have been great with our personal as well. They get back to us in a timely manner and are always there to answer questions.
In addition to having my annual taxes prepared by the Lockhart & Powell team, recently I had in person consultation with them to discuss some future transactions and they provided some very useful advice. I highly recommend them. Their entire team is excellent.
After using Rick Powell as our accountant for 34 years, we were a little apprehensive about him taking on a partner! No need! The Lockharts handled our tax returns with the same care and attention to detail that Rick had always done. We would highly recommend them to anyone looking for a reputable accounting firm.
I've had nothing but positive experiences with Lockhart & Powell CPAs. They consistently go above and beyond?not only are they highly skilled accountants, but their business consulting has been truly invaluable. Their insight and support have made a real difference. I definitely recommend them to anyone looking for trusted, knowledgeable professionals.
I am quite impressed and pleased with Lockhart and Powell CPAs. Both they and their staff are very professional and efficient come tax time. The pre-tax interview process quickly gets to any issues that must be addressed. In my case there was a RMD issue caused by my bank. A solution was identified and successfully executed to completion. Their portal provides a way to streamline any required communications and tax preparation steps. In my case-being a new customer--I botched a couple of critical steps that
I have been a client for several years now. I have worked with Rick Powell and with the new owners the Lockharts. Both are very kind and their online portal made uploading all of my business and personal tax documents easy. They are very responsive and helpful through their messaging system as well. I highly recommend.
I have had my tax return completed by Lockhart and Powell since 2019. Being a former active duty Army veteran, a buddy recommended this tax service. From then on, I have had nothing but good things to say about Lockhart and Powell. They go out of their way with customer service. Anytime I had a question it got answered. I have always been welcomed to come into the office to get tax concern questions answered. I highly recommend you go here for your tax returns going forward!
I have used Rick Powell for my accounting needs for several years. After his merger with the Lockhart firm, I continued to use them for my taxes. The transition was seamless and the results were great. I am very happy with their tax advice and I look forward to continuing the relationship in the years to come.
I've used L&P for a few years now and they have helped me navigate some major life changes with ease. The professionalism and kindness has been phenomenal. I truly appreciate the kindness in which they answer my million questions and the accuracy in every filing.
Brandon and Megan are amazing to work with! They were incredibly helpful and responsive with my questions. I had previously gone to Rick with tax help and have thoroughly enjoyed working with the whole team at Lockhart and Powell. They have been able to handle mutliple state tax filings and small tax quirks without issue. I plan to be a long-term client for sure!
I have used Lockhart & Powell, CPAs for several years. I will continue to use them in the future. I am very pleased with the speed and accuracy of how my taxes are done. They stay in communication with me and I feel I ask any questions!
We have had only positive experiences with Brandon and Megan Lockhart CPAs. From the moment we entered the office, 100% professionalism, knowledge, responsiveness and a pleasure to work with. Brandon and Megan?s insight and support have given us confidence and we definitely recommend them to anyone looking for trusted, knowledgeable and personable professionals. Thank you both and we look forward to a long business relationship.
I have been consistently impressed with the professionalism, accuracy, and reliability of this accounting firm. Their team is knowledgeable, detail-oriented, and always available to provide clear, practical guidance. They approach every task with diligence and integrity. Their commitment to providing the best practices gives me complete confidence in their work. I highly recommend this firm to any individual or business seeking dependable, high-quality accounting services.
Been working with Lockhart & Powell for the prior two business year cycles - amazing working with them! They make the personal and business tax filing process a breeze. We will continue to work them!
Brandon at Lockhart and Powell, provided the best tax experience, advice and professionalism we have ever experienced!! We started Hill's Magic Carpet Cleaning in 2023 which came with challenges in figuring out our taxes and making sure we were getting the correct deductions. Brandon and his team are excellent accountants, going above and beyond, and always being there for us when we had questions! I will be using Lockart and Powell every year that I am in business!
This is for the Kranz family, Ron, Kinda and Trinity. We have been with Lockhart & Powell, CPAs for three years now. We have discovered their organization to be prompt, professional, trustworthy and consistent with our family?s annual CPA needs. We look forward to having many more years peace of mind servicing our needs with Lockhart & Powell.
This was our first time using Lockhart & Powell, CPAs, and they were fantastic! They communicated with us every step of the way, making the entire tax process smooth and stress-free. Taxes can be complicated, but they made everything easy to understand. Highly recommend their services!
I have found Brandon and Megan to be incredibly friendly, thoughtful and both are extremely tax savvy! Rick Powell has done an exceptional job finding these two to take over his client base.
I have been very satisfied with Lockhart & Powell and have used them for several years to do my taxes. They have given me good counsel that has saved me money.
We cannot recommend Lockhart & Powell highly enough! As small business owners, we were overwhelmed and stressed about falling very behind on our taxes, but they turned what felt like an impossible situation into an incredibly smooth and seamless process. From the very first consultation, Brandon and Megan were attentive, patient, and incredibly knowledgeable. They took the time to understand our unique situation and walked us through everything step by step. What stood out most was their ability to break
Brandon And Megan are a wonderful combination of intelligence, communicative, on point with excellent listening skills, possessing the ability to make accounting easy to understand. I did not know them before they partnered with Rick Powell, and I wasn?t particularly pleased to lose Logan, my former CPA. So I was a bit in mourning over the loss of Logan, when I was told Brandon and Megan were going to be my CPA?s. Therefore, my review is a surprise to me as it is an enormous relief to find that I am in exce
Very fast return. Far exceeded what I would have received back had I done my own return with Turbo Tax. Very knowledgeable and quickly responded to many questions I had. Worth every penny and honesty the best CPA I have used.
I been using R Powell for over 30 years. It looks like Lockhart is continuing with the great service I experience in the past. I highly recommend them with your corporate and tax services.
I own a small LLC business. I?m very happy with the work, communication, and follow-up at Lockhart and Powell. They filed my 2024 return and I?m looking forward to a seamless tax filing experience with Lockhart and Powell for ty 2025!!
Lockhart and Powell have been helping my 92 year old mother and I with her taxes for many years, I especially appreciate their technology tools and ability to get the work done online... thanks, all at L&P!
I have been a client of RS Powell, Inc's for decades and started working with Brandon and Megan this past year. They have been very easy to work with, knowledgeable, and completed both my individual and corporate my tax returns promptly.
Brandon and Megan Lockhart are Excellent to work with! Their tax knowledge, professionalism and genuine care for my business is appreciated beyond words. i?ve dealt with several CPAs over the years I can say that they bring something very special to the table in terms of their customer service and knowledge. I had previously always felt like just another number to other firms I?ve worked with but they add a personal touch that I?ve not found anywhere else and it makes all the difference! I would HIGHLY reco
Lockhart & Powell took the time needed to make sure that my questions were answered. They also provided excellent and timely creation of documents. Would definitely recommend!!
Super responsive and helpful. Thank you so much for getting our tax returns done before your vacation and being so willing to help us. They responded very quickly and everything was very clear and concise which we really appreciated.
I have been with Powell and now Lockhart & Powell for over a decade. I appreciate their expert knowledge, friendly personalities, and professional insights no matter how difficult the tax scenario.
I thought this was going to be my new CPA, but after my experience with them, I can see that I would not want them to be. Granted I did miss our Zoom meeting. But it was because I needed to take my dad to the doctor because he has stage 3 cancer. I asked to reschedule and they said they were not interested in rescheduling. Even after hearing the reason why I did not make the appointment. I understand being punctual for an appointment. But sometimes life gets in the way. For me a true professional will find
Appreciate this team. I've used Lockhart & Powell for several years now for personal taxes and they always get things done quickly and accurately.
They filed my personal and business taxes, which was a very easy process with them! Reasonable prices, quality customer service, and very knowledgeable team! Thank you!
As a financial advisor, I?m excited to work with a CPA who cares about his client simple and complex situations equally. What you?ll expect from Lockhart and Powell is professionalism, expert tax knowledge and strategies. And with improvements in their office technology, the experience will be much more streamlined and client friendly from anywhere you call home. Give them a call you won?t regret it!
Brandon, Megan, Rick and Trisha have all been wonderful to work with. Highly recommend their exceptional CPA office!
Megan and Brandon and the entire team were very friendly, knowledgeable and helpful! I'm so grateful I could count on their expertise! I highly recommend them.
Communication is great and turnaround times are very good. Integrity matters to them and I would not hesitate to recommend them for your tax needs.
Brandon really went above and beyond upon meeting with him. He is very knowledgeable, helpful, and responsive. He gave me every bit of information I needed and more. As someone new to Finances it was nice to know I can trust him to have my best interests in mind.
Very easy to work with! Just dropped off the information/forms per their instruction sheets they provided, and picked completed tax forms to sign. Couldn't be easier.
Love Lockhart & Powell! They do a great job and they are there to answer any questions you may have....even during the busiest time of their season.
I've been with L&P for many years and they have provided excellent service for myself and my small business!
As a financial planner, collaborating with a quality CPA firm is an invaluable part of ensuring my clients? financial success. Brandon Lockhart?s attention to detail, deep understanding of tax laws, and proactive approach to tax planning have consistently impressed me. If you are looking for a high caliber CPA firm, don?t hesitate to give Lockhart & Powell, CPAs a call!
Doing our taxes with Lockhart & Powell was great! The online portal and timely responses from them made something that is not so fun much easier.
I have been using Lockhart & Powell for seven years, starting back when it was just Richard Powell. They have always been extremely responsive, professional and very knowledgeable about the tax code. I have referred them many times, including to my family, and highly recommend Brandon, Megan, and Richard to anyone looking for amazing CPAs.
They quickly and accurately got our taxes done with no problems. Highly recommend.
They were very professional, very knowledgeable and efficient. I enjoyed working with them. Goldie D
Very good CPA with a personal touch taking care of our needs. Would highly recommend!
Great company with strong leadership and love for the community. If you are needing a trusted tax professional, Brandon and Megan?s commitment to excellence will not disappoint.
We love the timely service we get from Lockhart & Powell! Their attention to detail and customer service surpass my expectations every time. 10 out of 10 would recommend!
We very much appreciated the expertise and professionalism of the team at Lockhart & Powell.
The Lockharts have been very easy to work with. They found deductions to get me the biggest return or least amount owed. They have been very responsive to questions, and find solutions.
Great CPA, always on time and very detailed. Recommend!!
Rick is such an incredible resource. He?s personable and kind. It has been a pleasure to work with him regarding all our tax needs. His office sends a client organizer well in advance of tax day to give you time to gather all the relevant paperwork needed. It?s so helpful for someone like me who?s not well versed with filing my taxes. I would highly recommend using his office.
Job was performed well and on time. A pleasure doing business with them.
Rick and his staff have been an absolute joy to work with. I am a local Real Estate agent in Colorado Springs and would definetly recommend anyone to use them. They are extremely knowledgeable, answering all my tax questions and explaining the entire process and game plan for next years taxes. 5 stars is not a high enough score for the services they provide.
Fantastic to deal with. I have a portal for all my documents so I have access anytime I need them. They are always available to answer questions and always proffer good advice.
Good experience and fast response with 2024 returns.
Superb service and timely responses to questions and call for help!
Always professional and friendly, such a great group of people!
Excellent customer service. Quick and efficient.
I have a problem but they are helping me figure it out.
Great CPA?s! Wouldn?t go anywhere else.
Rick's been doing my taxes for a number of years and never met anybody better If the rating system went to 10 stars I'd give them 10 stars.
Responsive. Professional. Thorough. The Best...
Have used this place for many years to do my taxes. They are amazing at there jobs!
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.