Loveland CPAs

Loveland CPAs

Reviews Summary

The overwhelming majority of reviews are highly positive (5-star ratings), praising the firm's professionalism, expertise, and friendly service. Clients appreciate the team's knowledge, accuracy, responsiveness, and ability to handle complex tax situations. Many have been loyal customers for decades, highlighting trust and long-term satisfaction. A few minor critiques mention preference for in-person meetings or note alternative options, but these are rare exceptions. The firm is consistently described as reliable, thorough, and supportive for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Lacerte
State-Specific Experience
Multi-state 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

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks
Lacerte
State-Specific Experience
Multi-state Experience

Contact Information

Address

365 E 27th St

Loveland, Colorado 80538

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

SBA CPA took me on as a client for my small business and personal returns a few years back when I was in a real bind due to issues with my previous CPA. I've had nothing but wonderful experiences with everyone I've dealt with in all correspondence. They're very good at what they do and have been able to maximize my returns every year, far better than my previous CPA had been. I truly appreciate their professionalism and their attention to clients.

Loveland CPAs has been outstanding. They listen to their clients and provide outstanding recommendation suited to our specific needs. I highly recommend them without hesitation. They are timely and very responsive to our inquiries! Bravo Loveland CPAs you guys have an amazing team!

Loveland CPA is very knowledgeable and treats us very well. They are friendly and take the time needed to insure we understand as well as agree with everything we work on. I think of us as a part of a team that is always driving for success. Thank you everyone for all your help and for everything you do for us.

We have used Loveland CPAs (Linda) for our personal & business taxes for over 20 years. I am very confident in her knowledge of tax rules. The office staff (Laurel) is so helpful with details and coordination. I highly recommend this company to anyone needing tax and accounting services.

We have been with Loveland CPAs for many years (maybe 20+?!) and have truly enjoyed the services, support and friendship we receive there. The advice and support we receive has been top notch through so many stages of our lives. We would recommend the firm without reservation. Linda Holdredge has been our specific CPA.

We used this company for several years to do our taxes but once it was bought out by another company and no longer local, we will not recommend it to anyone. They no longer would do face to face meetings (drop off and pick up only) and our CPA (who was not the same one we had before it was bought out) would not respond when we had questions about our taxes. It was very impersonal. We are now doing our own taxes.

Loveland CPAs are very helpful and knowledgeable with our tax returns. Linda has been doing our returns for years and we are very satisfied with her. We highly recommend this firm

A great team of people that really know the tax-code in detail. Linda is great at answering any questions I might have (and with taxes, who doesn't have questions?). Laurel is very organized and ensures that all the forms are collected and filled out completely.

Our previous CPA retired so we moved to Loveland CPAs for this year?s taxes. The transition was painless and our taxes were prepared efficiently and everything was handled very professionally. Highly recommended!

I have used Linda as my accountant at Loveland SBA-CPA for almost 40 years. During that time, I moved six times ending up in Denver and still kept her on. Linda and her staff at SBA-CPA are professional, friendly, organized and on time. If I have a question, it is almost always answered within 24 hours. I trust them 100% of the time to make the right decisions for my account.

Linda has been helpful, and very patient, to us as we have been navigating starting our business. The entire office staff is very professional and knowledgeable. We are very happy to have their support!

Linda and team have been doing my business and personal taxes for 6-7 years.They are always professional and (I guess) accurate. No problems or complaints. They are good.

The people at Loveland CPA have been easy to work with and responsive to my questions and concerns. I appreciate their professionalism.

As a client for over 5 years, I can say I am very pleased with the tax accounting services. Polite, friendly, knowledgeable and fairly priced, considering the excellent service they provide.

Every time I contact them I am greeted with a smile and by my first name. Always helpful and Linda responds quickly a with an answer. Very satisfied with them.

Highly recommend! You won't find a friendlier, more professional office. Linda Holdredge & Associates were recommended to me and have done my taxes for the past six years. Two tax seasons ago, my tax home moved to South Carolina and I have been working in multiple states since that time. Linda and her assistant, Laurel, have made tax season a non-stressful time, as they have easily and pleasantly navigated my "special" circumstances. I appreciated them long before my move from Colorado, but my gratitu

I enjoyed working with Joshua Berman. He asked for all the right & necessary information to ensure my taxes were done & filed by the deadline . Highly recommend

Been doing my taxes for a few years now. They do a good job. Work with Jennifer M. She has a good eye for details.

We have been using Loveland CPAs for over 2 decades and have never had any negative interactions and we thing they are great: dependable, on time, accurate, and informing.

First time using Loveland CPA?s. Had a complicated tax year with sale of two properties, on of which was overseas. Great communication.

Great to work with. They have helped me navigate small business taxes. I am very grateful for all their work.

I like to meet face to face and this was not possible with you. This year a number of CPA's offered to do tax return for the elderly at no cost here in Loveland so I had my taxes done by them.

The crew was very helpful and professional. They extended the deadline with no problem when I had difficulties to obtain some documents.

I appreciate and trust my accountant and firm. They have the resources to help me navigate my business and personal tax and financial statements.

Professional, responsive, subject - matter - experts, & fairly priced. Totally pleased and strongly endorse/recommend.

My family has been using this office for our taxes for years. Everyone is great. They are professional, friendly, prompt and accurate. They really care.

Jennifer was contacted when I first gave it a thought about working on my income tax. She was responsive to any questions I had.

I have used this company for the last few years and have been very happy with them :-)

Joshua has been a wonderful advocate investigating and straightening out my IRS issues

If you want your taxes done right, contact these people they are the best of the best!!!

Very impressed with Josh! He is attentive to detail, quickly responds to questions is very professional!

I've been going to Linda Holdrege for years and am always highly satisfied.

Very efficient and decent communication. They take care of me every year!

I have used SBA CPA for several years for tax prep and filing and plan to ontinue to use them

Well done with a good review of my financial situation in relation to tax liability.

Great experience working with Josh. Will definitely be back in the future.

The most knowledgeable and truly invested CPAs I?ve ever worked with!

Loveland CPAs have been both helpful and thorough.

Great professional customer service. Thanks Linda!

Professional service by Loveland CPA's. Thank you.

Very knowledgable, solid advice, good service

Timely and thorough with our 2023 return.

Professional, safe and friendly experience.

Friendly staff! No complaints.

Helpful at every level of the process.

Office was very disorganized.

This company is TRASH.

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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