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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.

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 "Financial Tools"), tax-related newsletters (under "Tax Newsletters") and to other websites of interest (under "Links").

We are currently in the process of transitioning to a new Client Portal system. The CCH Portal link below will temporarily allow access to any files we or clients may have previously uploaded to individual Portals, but no new files can be added. We expect to have the firm's new and more user-friendly Citrix ShareFile Portal system online shortly.  In the meantime, if clients need to send us information securely, please use the "Click here to upload files" links in our email signatures.  If you have any questions, please email Matt Ransick.

For the 2016 tax year, we are continuing the use of an improved online individual tax organizer system called My1040Data to help clients organize and submit their individual income tax preparation information to us.  If you are interested in using this system, please email Matt Ransick.

Our Colorado firm registration number is FRM-6716. Eric J. Ransick, Colorado CPA license number CPA-12389, is our Responsible Individual.

 

 

Access your files with our secure, online document sharing application. Click here to enter your username and password.  If you would like a Portal account set up for you, contact Greg at gregz@zickcpa.com or Lucas at lucas@zickcpa.com.  There is no charge for this service.