*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.*
3361 Vine St
Denver, Colorado 80205
If you want the best then look no further. Shane and his team is awesome. Our last CPA told me after about nine months that they forgot about us and that nothing had been done. We contacted Shane and he jumped on it. We are lucky to have found this company.
Incredibly helpful! My experience with Shane is that he is a genuine, professional, and kind person. He answered my many questions with patience and brought clarity to the often complicated and confusing topic of tax planning. I recommended him to my mom for her new business and I would absolutely recommend him to anyone else.
Not a current client of Shane's, but I set up a free consultation, we hopped on the phone he gave me a lot of incredible advice on how to move forward on starting my business. Once my business takes off, I will definitely feel confident putting it in Shane's hands!
Shane did a great job on our taxes! He was patient and thoughtful and took the time to explain each deduction versus tax liabilities. It was easy and he helped to set us up for next year. I would highly recommend Shane and his team.
I am using Shane and his team to manage the bookkeeping and taxes for two S-Corps as well as a handful of properties under individual LLCs. So far they have been able to save me a good chunk of money reviewing the previous years return and I look forward to continuing to work with them for future years bookkeeping and tax filings! They have also been able to help me with some tax strategy / tax planning. Thanks!
Shane has been nothing but professional and a really helpful hand with not just one of my entities, but a couple different businesses. I had a mess of my books and he really went above and beyond to get them straight and sorted. He got my current and previous taxes filed, and really got the ball rolling immediately. 100% recommend. If there?s something he doesn?t know or may not be able to answer right away, he?s diligent in his follow up with an answer and a solution.
Shane has not only saved us a ton of money but has made my life so much easier. Hard working, attentive, smart and a joy to work with. Highly recommend.
Shane has been a great CPA and resource while filing my taxes after a stressful move across the country and sale of my first home. His communication and attention to detail made a huge difference and eased my anxiety filing this year. I recommend his services to anyone that needs someone reliable and realistic during tax season. He will not disappoint!
Shane was very helpful in getting me pointed in the right direction. Recommend him highly.
Shane has been the perfect addition to my new company! 5 out of 5 stars highly recommend!
Easy 5 stars here. I?ve had mixed experiences with CPAs in the past but working with Shane was refreshingly straightforward and effective. He helped me get my returns filled in less time than I expected (including those overdue). Highly recommend!
What I love about working with Shane his rare combination of skillets. Shane combines accounting competency with business savviness (very hard to find in a CPA) while also having the technical prowess of a software developer. He has helped me save thousands over the years, and can bring immediate financial impact on your small business. He cares about fixing your bottom line, not just reporting on your bottom line.
I?m an over the road truck driver and small moving business owner in Colorado. I?m also a Navy veteran. I cold called with some questions about business taxes last week 4/12/24 and got pulled into signing up for his monthly service which he requires to do returns. I paid $599.00 for a month of service, and canceled 4 days later as he informed me it would be roughly $4,000.00 to catch up on my book keeping and file past years. He informed me that I could not get any refund due to his 4 days of hard work, he
Shane is amazing. I really appreciate his attention to detail, and has helped me out tremendously. He?s your guy.
Great experience! Shane was attentive, personable and fast! I will be doing my taxes with him for years to come. Thanks again, Shane!
Shane is professional and legit. He took on a project for me that other CPAs dared not too. Don?t let that young face fool you. He is experienced and Highly resourceful. Give him a shot!
Shane didn't even work with us, but his effort, experience and empathy made it easy for us to know we will work with him in the future.
Shane was super responsive compared to other CPAs and really helped get my books cleaned up and overdue returns filled. Highly recommend!
Very knowledgeable in S-Corp taxes and extremely professional!!
Phenomenal service. I highly trust Shane as my CPA and he always follows through.
Shane has impeccable customer service, knowledgeable, and responds promtly in his communication.
Shane & Jason save me time and money. They are always responsive and helpful.
Great team to work with! Efficient & Courteous - a rare combination in todays world.
Great service for small businesses
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.