Trusted Accounting and Tax Services, P.C.

I came to Lisa about a year ago with a big mess left from my old bookkeeper. Even though it was her busiest time of year with tax deadlines and all she helped me through it. I find her to be one of the very best in her field and would recommend her to anyone. I don't think I will ever go to anyone else.

Working with Trusted Accounting and Tax has been an awful experience. Communication was horrible throughout. One of the worst examples of this: There was a year and a half that she never sent an invoice, and then sent me one for many thousands of dollars while in the middle of the pandemic. Lisa rarely returned phone calls or emails unless I called someone else in her office so they could go across the hall and repeatedly ask her for a response. When I tried to change accountants, Lisa refused to release

Lisa and team saved me! It feels amazing to finally work with a CPA who is a true "A" player. I went to Trusted Accounting and Tax Services after I had been working with a different CPA for over 5 years. I found out my old CPA (now I know was on the "C" team) did my taxes incorrectly for 3 years looking to cost over 20,000. I called Lisa and she walked me through exactly how to correct the problem and she took over. A few months later, the issue was over and I began to receive refunds from the previous yea

Well to say that I previously found the bottom of the barrell in accounting firms in Denver is a massive understatement. Luckily for them, they will remain unnamed. That said, I cannot find enough superlatives that can be used to describe Lisa and her team at Trusted Accounting & Tax Services: Incredibly thorough, extremely knowledgeable, the nicest people ever, very very accomodating, flexible, RESPONSIVE and they have helped restructure our accounting, books & corporate liabilities to legally reduce our

I have been a client for 8 years now, the staff is wonderful and Lisa is amazing she has done so much to help my small business grow and thrive I have recommended a few people to this firm. I highly suggest giving them a try and maybe you will be the next to leave them a great review. Thank you Team , Randy Smith

If you're looking to get the most out of your return you need to go to Lisa. I am a travel nurse and in previous years I've just gone to H and R block. Not only did Lisa get the most out of my 2023 return, but she also found mistakes in my 2022 return that H and R block missed. Now I am getting even more of a return for 2022 as well as 2023. She is extremely intelligent so for my travel nurses this is the place you need to go. Lisa also helped to educate me on laws related to taxes I never even knew about.

I had a different tax preparer do my taxes, and they didn't seem right. I randomly stopped by these people and asked them to review what had been prepared. In total they saved me close to $9,000 in what I owed and actually got me a proper return, the best day of the year as far as I'm concerned. They will be my new tax preparer moving forward. They know the rules and tax codes, for my business and 1099 investments. Talk about having a mountain of stress removed. So glad I stopped in to have them look over m

After repeated attempts to communicate what was needed for our personal taxes, for which we had many changes due to retirement income sources and capital gains, I continued to get 'canned' answers. I did, however, receive very clear repeated communication regarding fees. Lisa does not appear to have the time, or perhaps the interest, to listen to what is needed from a new client. I was disappointed at the rushed and impersonal responses after several attempts to communicate what we needed help with.

I have gone to Lisa for both my 2018 and 2019 taxes. Our first year working together was a bit rocky for various reasons (some of those reasons were completely my fault), but Lisa handled the situation very well. I decided to return to her for 2019 and she went above and beyond to show how much she genuinely cares about what she does. She is very knowledgable and an extremely hard worker. I 100% recommend Trusted Tax and Accounting to anyone and everyone. There is a huge difference between someone who does

Lisa and her team are great. I was a new transplant to the area with a ton of tax questions and problems that needed get sorted. Lisa has been an incredible help in getting everything sorted out. She is super patient, very thorough and a seasoned pro. I would highly recommend her and her services to anyone.

I needed a CPA for a trust account's tax return. Unfortunately when I took all of the tax backup to two different accountants I was told they didn't want to complete the taxes because "it was above their pay grade". Fortunately one of them recommended Lisa and she completed the return: 140 pages. I therefore highly recommend Lisa and Trusted Accounting and Tax Services for anything tax related. She really knows the tax requirements and laws and she also offered to talk with the IRS if we receive any ma

Lisa is very experienced and truly enjoys what she does. She does not hurry you out of her office. She takes time to talk with you and go over your taxes. Great experience, Everyone in her office is very nice and helpful. She will be doing my taxes next year and every year after!!!!

I had my taxes done yesterday by Lisa. Wow, she is amazing! She is very knowledgeable. She ended up saving me a lot of money. Her staff is very friendly and accommodating. I would definitely recommend Lisa.

Lisa has done our personal taxes for around 10 years and we have never questioned her services. She is extremely knowledgable, personable, and passionate about her company and the services she provides. We have full confidence in Lisa and look forward to many more decades in trusting her with such a burdensome and personal legality.

I didn't know what to expect but Lisa made us feel very comfortable. You can tell within two minutes how experience she is and Who doesn't like to go with someone that can actually do your taxes correctly? She knows what she is doing and I am very happy that we found her. Wonderful experience and I would definitely recommend her to friends and family. Oh and Angela in the front desk is so nice!

Lisa at Trusted Accounting is simply AMAZING. Not only is she 100% competent, but she also a fine detail person. She is very thorough and meticulous with her evaluations and is able to see not only our current tax situation, but also our future and changes that may need to be made. She was able to counsel on how we should move forward, and is knowledgeable in situations that typical tax accountants are not. She takes the time to get to know YOU and YOUR needs. She never rushes through an e-mail or phone ca

Lisa and her team are amazing! They not only helped get our business accounting and taxes straightened out, but she got us a significant amount back on our personal taxes also. Highly recommend Lisa and Trusted Accounting and Tax Services!

Lisa M . Pollock is an amazing woman. She is honest. I'm a single mother she's always helping. Many accountants only cares about many Lisa cares about people. She extremely smart and she does her job with passion. I know one day I will be wealthy and she's my priority because she was next to me and my daughter in bad times. She's considerate, organize, she has great sense of humor. When I'm at her office I feel at home. I recommende her to do your taxes she's the best. She is meticulous and pay attention.

Honestly words cant describe how AMAZING Lisa, Laura and Kathi are! We own a medium size company and for seven years had bad luck with two separate accounting firms. Lisa walked in our store one day and asked me who did our bookkeeping.. my response was "its all a mess you don't want to deal with us" Lisa's response "let me take a look at it.. what ever it is I am sure we can fix it." Well she wasn't bluffing! Lisa and her team went back years and corrected so many mistakes made and truly got us up and run

Finally I found an accountant and bookkeeping services that is reasonable and knowledgeable. Lisa fixed my state tax issue that I had been struggling with for weeks (can't get through to the office) on my first visit! Lisa knew all the answers to my questions immediately. No, let me check with someone and I will get back to you. Highly Recommend!

My husband and I have always done our own taxes, but this year we had some circumstances that made us owe approximately 6500 using tax software. We decided to seek a professional, and Lisa was amazing. She identified deductions that we missed and got our liability down by $2500. Plus, she was efficient, professional, reasonably priced, and personable. Also, she took us on with only a month until taxes were due. A+ service!

I enjoyed my experience working with Lisa and her team this tax season. Her office has a family feel and she treats her customers like a friend rather than a client. Its no wonder they are growing so quickly!

I have honestly NEVER had a better experience with an accounting firm than I've had with Lisa at Trusted Accounting and Tax Services. I was fortunate enough to be referred to her by one of my co-workers. From our first conversation she impressed me with her knowledge and straightforwardness. I was SO stressed out and overwhelmed being behind in my taxes. I had some very complex issues that were way beyond my ability to solve. The truth is, I was terrified I owed money I couldn't pay so I did nothing for a

Lisa and her staff were very professional and always willing to help. Lisa is a knowledgeable caring accountant who is efficient and detailed. If you want someone who won't let you down you definitely should give her a try.

Lisa & her staff are amazing! She's incredibly knowledgeable and helped our small business get our QuickBooks in order. She took the time to explain what she was doing, helped me get everything set up the right way, and she talked to me in a way that made the accounting understandable. So glad I found them!

After two horrible experiences with two other accountants, I was very wary upon meeting Lisa and Laura . Then, within minutes of our first sitdown, their professionalism, knowledgeability and efficiency were immediately apparent. In 14 months since, they have reinforced that powerful first impression over and over again. I'm a sole practitioner and even though they have larger companies and corporations, I only I always feel like a priority. I can email Lisa & Laura as many questions as I'd like (of whic

We are so lucky to have been able to keep Lisa as our accountant! We moved to MT a few years ago and she has kept up on all MT tax laws and anything pertinent to our situation. She returns calls and emails quickly with complete answers. We would be lost without her!

Never used a CPA before. Very professional & friendly. Lisa is wonderful and down to earth. After a few questions she knew exactly how to tackle my return. She made my experience very easy. I will continue to use her for all my accounting & tax services.

Lisa and her team are the best ! They handle all my taxes and even helped me with book keeping skills for my business. I would not hesitate to send anyone their way for personal or business tax needs.

Lisa & Laura have been amazing to work with over the last 6 years. They helped my business grow and helped with my planning for future expansions. They make monthly payroll a breeze for my manager, and most importantly, I benefit by sleeping soundly every night! I couldn't be happier with their services! Thank you!!

I was with them for over a year and the work was decent, other than some minor clerical errors. What drove me away was the constant lack of communication. It got worse the longer I was with them. As a business owner communication is of the most importance to me and that's where they fall short. I would also recommend using your own quickbooks subscription since removing Lisa as master admin and switching the subscription is surprisingly difficult if you ever chose to do so.

I started using Lisa many years ago when she had to fix my old returns that were foolishly prepared by myself and another other big box company. She has given me great advice and worked hard on my taxes for years. Very friendly and highly recommended.

Lisa is AMAZING! She's very knowledgeable, helpful, and couldn't be nicer! She does tax services AND bookkeeping, in case you don't want to keep up with it all yourself.

Lisa was just what I was looking for in a CPA, within minutes of our first meeting I felt relieved. She was extremely knowledgeable, professional and efficient. I will be using her company every year with out question.

Lisa goes above and beyond to find every way to save you money She is very affordable, professional and trustworthy She is always very quick to get back to you with any questions you have, any time of the year. We have used her for 4 years now and will continue to use her for many years to come.

Lisa has been amazingly helpful for keeping me on track with tax deadlines to avoid expensive IRS penalties. She does solid work and I value that tremendously when it comes to money!

When searching for a new accountant after using the old one for 7+ years, I was extremely nervous. After meeting Lisa, my anxiety and fears were put to rest. I am hesitant to post a 5 star review only because I do not want word to get around how much of a diamond she really is. Looking forward to the years to come, thank you Lisa!

Lisa is very knowledgeable and knows her stuff! I am so glad my business found her for accounting purposes but I used her for my tax return and got back more than any online service I have used. Thanks so much to her and the staff great job !!!!!

I would highly recommend Lisa and her staff. Lisa is prompt, demonstrates a high level of expertise, and looks out for my best interest. She makes tax season really easy!

Left a message with Lisa. No return call. Kept calling for a few days until a person answered. Ashley said the company will not be able to assist new clients until late-April. Not a good match for this tax year.

Lisa is AMAZING! She's knowledgeable, honest and very easy to work with. She also offers Saturday hours which were perfect for us.

Lisa and her staff are wonderful. They made sure I received the best refund and followed up with me when I had questions. I will definitely be returning.

Yes Lisa and the gang down @ Trusted accounting have been taking care of me and my taxes for several years now. Would suggest to anyone needing honest Tax or CPA work done.

Five stars does not do it justice for the amount of help this company has given me. When you get behind many years or just seems like it's really over your head taxes the government all of that is extremely scary and I couldn't be more happy then what's the services they provided for me I'm so grateful I prefer everybody to them thank you very much and I just can't say enough good things so thank you!

WoW!!! Thank you so much Lisa!!! Every year we see you & love it!!! You are so organized, on top of the tax stuff & ALWAYS have our best interest, at heart!!! ????

Lisa was exactly what we were looking for. She answered all of our questions in language we could understand and explained our options to us.

Always delivers quality and professional services.

Wonderful and trusting Lisa and Laura are amazing and such accomplished accounting business, wouldn't trade them for the world

I hate taxes, but love working with Lisa. I'll never go to another CPA. NEVER!

Lisa got me more money back after looked into and redid what my old cpa filed

Very knowledgeable and helpful staff. They were sure to have everything finished in a timely manner. Would highly recommend.

Exceptional customer service combined with the knowledge necessary to complete and file taxes for anyone.