*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.*
102 N Cascade Ave #400
Colorado Springs, Colorado 80903
I received an email from SKR today, January 9, indicating that the cpa that helped me with my s-corp and personal taxes left the company. Their email stated "While working through the reassignment process, we have determined that we do not have the staffing to absorb all of the clients that Chris was assigned while providing the level of service we strive to provide. Due to these capacity restraints, we regret to inform you that we will not be able to assist you with your tax filings for the upcoming year
Stockman Kast Ryan + Co are by far the best accountants I have ever encountered in decades of using professional services. They are extremely attentive, meticulous and efficient. They have excellent communication across their entire team. Their responsiveness is extraordinary as is the organization of all data presented to their clients. I cannot criticize a single aspect of their service and therefore highly recommend their services.
Josh Olson is amazing and I refer him to all of my connections and clients and you'd be hard pressed to find a better CPA! I received phenomenal tax advice and Josh was able to develop a strategy that saved me a significant amount of money on taxes. Highly recommend him and and his team!
As an attorney myself, I've worked with a number of CPAs and firms. Ann Koenigsman and her team at SKRCO stand out way above the crowd in both their expertise and the warmth with which they serve their clients, particularly in the estate and trust department. Not only do I use their services personally, but we have referred many clients their way over the years and will continue to do so.
Stockman Kast Ryan & Co is the best accounting firm in Colorado for businesses and individuals with complex accounting, tax and audit requirements. They have a wealth of knowledge and connections with national and international accounting networks. I highly suggest SKRCO for any business or individual with complex tax and accounting situations.
Josh Olson is a great CPA and senior Tax Manager . He is very friendly and knowledgeable about state and IRS taxes and refunds.
I am a W2 employee with a standardized 1040 who was charged ~$1,500 to have my taxes filed by SKR+Co. The invoice indicated ~9 billing hours, which is extremely excessive for such a basic filing. Going forward I will be avoiding SKR+Co due to their aggressive pricing and unreasonable billing hours.
They stole $2,000 from me. I decided I didn't want the services because their front desk kept messing up. I received my cashier's check back for the state but they never gave my money. I paid them back. So I would like my money back to me since I didn't receive a services that I paid for. Thank you guys!.
These guys know what they're talking about.
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.