*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.*
3705 N Grant Ave
Loveland, Colorado 80538
Mike and his colleagues have been taking care of our business for over 8 years and we couldn't be happier. Peakview is always responsive, patient and willing to take the time to explain concepts when asked. Unlike many firms out there they're sticking to what matters which is one on one customer service and quality. Thank you to everyone at Peakview for making our business lives easier!
Mike at Peakview CPAs, has been handling my company's tax needs for years. He is a wealth of information and keeps up to date on all current tax laws. Two years ago, we started using their payroll service and cannot image taking on that responsibility ever again. The other staff members at Peakview CPAs, are helpful, pleasant and very knowledgeable. Would highly recommend this company.
A professional, thorough and forthright firm. Thoughtful insights into tax history, IRS reasoning, and ultimately how to be diligent in tax season. Recommended.
My experience with Peakview for the past two years has been breathtaking It?s great to find a CPA you can trust. My Previous CPA referred me to Peakview, and I?m glad he did. The team has been very helpful, clear, and fast processing my taxes thank you Peakview for making my experience truly non stressful. Zenaoda
We have been using Peakview CPAs for over 30 years - they are extremely knowledgeable and always current and up to date with their advice, have been immensely helpful with both our business and personal financial needs, and have always been attentive and responsive to our requests and questions. I wouldn't consider using anyone else, and I recommend them enthusiastically and without reservation.
Have been going to Peakview CPAs for more than a couple of years and never leave disappointed. If you need a team of knowledgeable people, the CPAs at Peakview are the best in NOCO. Truly appreciate the attention to detail and prompt response to requests and service. 100% recommended.
I LOVE Peakview CPAS.... Dennis is my CPA and I am SO grateful he is always willing and able to help me, even during the busiest season! I never have to wait long for a response, he's always kind and courteous and very knowledgeable. Rachel is incredible and helpful as well. HIGHLY recommend!!
We've worked with Peakview for several years now, and they're easy to work with, responsive, helpful, take the extra time to address our needs, and do a great, thorough job on our taxes. They've earned our trust and I would definitely recommend them!
Dennis is great to work with, a quick look at my company and information his knowledge showed how I could benefit from changing from an LLC to an S-Corp saving me thousands. His team is very reliable and on top of everything throughout the year, not just during the busy tax season.
I started working with Mike at Peakview for the 2019 tax season. Mike has been excellent to work with and is always prompt in his communication. He prepared our business and personal taxes and despite the Covid madness, had them done in time for the April deadline. Since then, he has promptly responded to questions about our business and the impact of the CARES act. Highly recommend.
I found Peakview CPAs when I moved to Colorado several years ago and have and will continue to use them for any tax needs I have. They are easy to work with, return calls, and are very thorough!
We can't say enough good things about Mike and the team at Peakview. We've never opted to go the professional tax route in the past, always choosing to spend the hours trying to do it ourselves. A new business and several different state filings complicated things so much for me this year that I needed some help. Mike was that help and more! He was incredibly thorough and explained everything in great detail, he completed both personal and business taxes for the year thoughtfully and promptly. The whole sta
Peakview has been an absolute life saver! I run a small business and was previously so overwhelmed with all the tax related responsibilities that I faced being self employed. Ever since I found Peakview my mind has been at ease. I've been working with Mike Ailor and he has been more than accommodating; he has gone out of his way to make sure I understand everything. I have truly appreciated the time he has taken to go beyond just doing my taxes and actually try to teach me how things work so that I can make
My family has trusted Erik Weesner to handle our tax preparation and advise us in all tax-related matters for a number of years. He is caring, responsive, and extremely knowledgeable. He has helped us see pitfalls down the road, and plan accordingly. I sincerely recommend him to everyone I know.
Mike has spent so much time explaining the details of our tax situation with me and has ensured that we completely understand everything. He has set me up for success in the future and truly made my life and running my business easier and less stressful. I would recommend him and this firm to anyone and everyone! I'm sending all of my contractors to him.
Mike Ailor is a fantastic CPA! He has been our CPA for the last few years and in that time he has helped my small business with everything from A-Z including: -Year end tax returns (personal and business) -Mid year consulting to ensure our books are tip-top -Payroll and general bookkeeping (we have an in house Bookkeeper but Mike fills in while she takes her vacations) I think what is truly exceptional is the time he is willing to take (in the off season) to both understand my business fully and to ensure
Top notch!! What a positive experience it has been to work with Mike at Peakview. He is honest and thorough and kind. Always looking for the ways he can help make our experiences more efficient and better in every way. We couldn't recommend him and Peakview any more! You definitely want to work with Peakview and Mike. You will not be disappointed.
I can't recommend Peakview CPAs enough. I worked with Mike and he is gracious, helpful, honest, direct, and educational. He is willing to answer questions to help you find the best route forward, no matter how complex your business. I've tried so many other CPAs, but none of them compare to Mike.
Mike is always a pleasure dealing with and incredibly knowledgeable when it comes to taxes. He?s already saved me thousands in my first 2 years of owning a business. Would recommend in a heartbeat.
Peakview CPA's, are wonderful people! I have been getting my taxes done by them for several years and they have been excellent! They are very professional, timely and thorough when filling my taxes. I am very comfortable working with Peakview CPA?s and plan on working with them for the years to come!
I've been using Peakview CPA's for several months for my new business. As a new business owner, I have some basic questions. Erik is my accountant, and answers them quickly and gets me going where I can focus on growing the business. I recommend Peakview CPA's!
I have used Martin Hepner to do my taxes for nearly 40 years. I used to do them myself but Marty asked me to bring in my previous year's returns for him to check over and if he didn't save me any money he wouldn't charge me. Well, several hundreds of dollars in savings later, Marty has done my taxes ever since!! After that, I recommended my family and friends from New York to California and they, in turn, have done the same. Tax season is stressful enough. Leave it to the experts.
Marty has provided invaluable service to me for both personal and business taxes, for more than a decade. Many of my real estate clients ask their tax 'experts' for help and find they don't have the answers they need. On multiple occasions Marty has come to the rescue for me and my clients, clarifying the options and relieving the stress of uncertainty. His rates are also very reasonable.
Eric has been doing our taxes for several years now and has always done an excellent job! He does our personal and business taxes as well as a couple of EZ forms and the FAFSA's for our college sons. Everything is filed in a timely manner with an approximate 1 week turnaround. Anytime we have a question throughout the year, he's always available with the answers. Thanks for being great Eric!
Mike Ailor is great. He helped not only with our taxes, but has offered advice on other issues. We appreciate that Peakview offers multiple services for their customers.
Marty has done our taxes for both personal and business for several years now. I have also sent friends his way and we have all been happy. He and the other staff are always friendly and accomodating.
Martin has done our taxes while we lived in Colorado and Arizona for the past six years. It is a relief to not deal with tax stress each year while knowing they will be accurate and to our best benefit. Thousands of thanks!!!
Erik is amazing to work with. He?s always been very quick to respond to my questions. The turnaround time from when I drop off my paperwork until my taxes are done is speedy!
We switched to Mike last year and couldn?t be happier! He is does a great job and always takes the time to explain things very clearly. As a new business owner we really appreciate that.
I appreciate that Mike took the time to explain my tax preparation results to me in a way I could understand. The office staff and Mike were always friendly and responsive. I?m happy I chose Peakview to take care of my taxes!
I always trust my taxes and questions to the pros here. Eric is the best. Always helpful and chipper regardless of how overwhelming his work load appears around April. Price is very reasonable. Highly recommend.
We've been using Martin and Erik for three years now. They have been extremely helpful in answering our questions, quick to get back to us, and reasonably priced. We are grateful to have them help us out each year.
These folks are great! Eric has been extremely helpful in various situations and breaks it down so it becomes easily understandable. Often you get what you pay for. Sure there are cheaper services out there, but the quality and professionalism can in no way compare.
Tried to get help with my taxes from a previous year, and despite stating they are accepting new clients, they said they ?have too much going on right now? to help? I?m not sure what kind of a reason that is to give a potential paying new client. Unprofessional.
So disapointing. We were referred by a family member. Had an intial call in March 2020- right before all pandemic madness hit. Provided all documents to them within a week or so. We've got a prety simple tax situation. But, maybe that's why we were left at the bottom of the pile? Weeks went by and didn't hear back. Numerous emails and phone calls made, none returned. Standard April deadline passed with no word, no inquiry as to whether we were ok with doing the later covid extended deadline in July. I thoug
Very personable. I have confidence in our dealings. Marty always want to talk about fishing and or hunting. All I want to do is taxes. Ha Ha !!! Will suggest them to others if I have the chance.
Erik is the best, and my family and I have been going to him for years. Simply put, he is the guy who you want doing your taxes.
Erik does a great job. He is always very friendly, timely, and professional. I would highly recommend Peakview.
Excellent services. Patient with those of us that do not dwell in the world of taxes or financial wherewithal, including patience with my lack of computer skills to send or receive information. They are professional, efficient, knowledgeable and just nice.
I have used Peakview CPA for a few years and have always felt that my needs and concerns were always addressed. I would highly recommend this company to anyone looking for a CPA.
NOTICE: Peak View CPAs is not taking new clients. I contacted them twice in 2022 and several times in January 2023. They finally responded and indicated they they are too busy. I am going to take my business elsewhere.
"Unfortunately, we have hit our limit on the number of new clients that we are able to prepare by the deadline of April 18th." - Peak View CPAs
Peakview CPAs provides high levels of professionalism and attention to detail. Great to work with!
Best CPA?s around! Total confidence in their team. Have recommended them to friends and family!
They are always friendly and helpful. It's been great finding an accountant office that is a joy to work with.
I have worked with Martin Hepner for years and have referred him to many people. top notch service.
The CPAs are educated, dedicated, up to date, caring and punctual.
The office is always very welcoming.
What a knowledgeable staff. Love your new location!
Marty and his staff are always so helpful!!!!!
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.