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We are a CPA firm focusing on tax and accounting solutions for business owners, nonprofits and high-net worth families in Northern Colorado.  We work with our clients to achieve financial independence, of which philanthropy is an important component.

One of our core values is community service.  Every employee is encouraged and provided the resources to be involved on boards and in community organizations that reflect their personal passions and interests.

Since we derive our revenues from the community at large, we have a responsibility to support and enhance our community.  We primarily support nonprofits who demonstrate good stewardship and who work in a collaborative environment to leverage relationships and resources. 

We live this core value through the trinity of time, talent and treasure.  Firm involvement and support of nonprofits is evaluated based on a 6-step criteria process. 

Some of the organizations we support are The Loveland Chamber of Commerce and The Berthoud Chamber of Commerce, Estes Valley Partners for CommerceHigh Plains Environment Center, Loveland Center for Business Development, Estes Park Nonprofit Resource Center, Community Foundation of Northern Colorado, United Way of Larimer County, Estes Performance Inc., AIMS Community College Foundation, Front Range Community College Business Advisory Committee, McKee Foundation, Artspace Loveland, Estes Valley Restorative Justice PartnershipSmall Business Development Center Network and TEDxFrontRange.  

All of these organizations remind us about the importance of philanthropy in maintaining a vibrant, best-in-class Northern Colorado community.  We hope that our continued involvement encourages other businesses and entrepreneurs to engage in community service.

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Contact Us


(970) 667-1070
762 W Eisenhower Blvd
Loveland, Colorado 80537

Estes Park

(970) 667-1070
1212 Graves Avenue
Estes Park, Colorado 80517


(281) 665-7973
21398 Provincial Blvd
Katy, Texas 77450

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