COVID-19 Pandemic Update
Our firm has shifted to teleworking from home effective March 19, 2020 to follow recommended best practices in terms of social distancing and protection for our team members and their families during this national and local emergency.
We made this decision after confirmation that the federal tax April 15 filing and payment deadline has been extended to July 15 (thus also including any first and second quarter estimated taxes). California has followed the federal change, and since most individual state returns are based on federal returns, we expect similar action by other states in the immediate future.
Zick team members' office direct dial numbers (see the Contact Info tab of this site) have been forwarded to our cell phones. Our physical office will be open from approximately 10:00am to 2:00pm on weekdays, or by prior arrangement with Debi, for pick up and drop off purposes. All of our team members continue to work on a full-time basis, and we will complete client work as expeditiously as possible in this new environment. However, we will be limiting meetings with clients to either virtual meetings or telephone conferences for the time being.
Thank you for your understanding and patience as we adjust to the changing conditions! Please know we are working as quickly and efficiently as we can to complete work for you. We sincerely appreciate your business and look forward to successfully weathering this crisis together.
Welcome to our website, and thank you for visiting us on the web!
Zick Business Advisors, Inc. is a Colorado professional corporation of Certified Public Accountants and Certified Valuation Analysts, founded in 1971.
Our practice is primarily focused on the needs of closely held businesses and business owners, as well as high net worth individuals. We provide tax and financial reporting services, business valaution services, and a variety of consulting services. We are experts in working with companies which maintain qualified Employee Stock Ownership Plans (ESOPs) and their Plan Trustees. In fact, we're an employee owned ESOP company ourselves- the first CPA firm in Colorado to implement an ESOP based ownership structure.
Our objective is to always provide close, personal attention to the needs of our clients
We're a small firm and strongly believe in proactive communication and first-tier personal service. We strive to merit having long-term relationships with our clients.
Our Colorado firm registration number is FRM-6716. Eric J. Ransick, Colorado CPA license number CPA-12389, is our Responsible Individual.
Using our site
Please click on the links at the top of the page for more information on our firm, the services we provide and on our expert team. We've also included links to useful resources including a variety of financial calculators (under "Resources - Financial Tools"), tax-related newsletters (under "Resources - Tax Newsletters") and to other websites of interest (under "Resources - Links").
We use a secure and encrypted ShareFile Client Portal system licensed from Citrix for electronic transfers of information to and from our firm for clients interested in digital document transfers, and for maintaining client access to digital documents such as client copies of historic tax returns. Once we set up a Portal for a client, the firm's ShareFile Portals can be accessed by clicking on the ShareFile icon below.
Clients needing to send us information securely can also use the "Click here to upload files" links in our email signatures. If you have any questions, please email Matt Ransick.
Electronic Tax Organizers
For our indiviudal tax clients who have requested an electronic tax organizer for filing their tax returns this year, you can access your Intuit Link organizer via the image link below.