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For high net worth individuals and business owners, we want to help you make sound decisions, minimize your taxes and preserve your wealth for you and your heirs. For closely held business clients, we want to help the owners build and measure the value of their businesses, provide expert analysis and support for major business decisions, minimize taxes while meeting reporting requirements and be proactive instead of reactive. And, for business owners, we want to help you realize the value of what you've built when the time is right to sell all or a part of your ownership interest in the business. We've been in business ourselves since 1971, and our five CPAs and Certified Valuation Analysts (CVA's) have over 150 years of practical real-world experience to rely upon in providing you with expert service, whatever your needs. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from our years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in continuing professional education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Our main office is located in Englewood, Colorado in the Inverness Business Park, near I-25 and C470 in southern Metro Denver. We also maintain a satellite office in the Vail Valley, in Edwards, Colorado, to allow us to more closely support our mountain clients. For our high net worth clients, we offer expert estate planning services in addition to tax and tax planning services, to help preserve wealth.
For our business clients, to maximize our value to you, we focus on the entire lifecycle of your business, and can support you wherever you are in that lifecycle:
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