We specialize in income tax preparation for Individuals, S Corporations, Partnerships, LLC and Trusts. We also offer tax consulting and support services for small businesses including QuickBooks support, bookkeeping and payroll preparation.
My first career job was in commercial banking where I worked in lending and ended that career as a senior VP in charge of lending at one the the Colorado Bank Holding companies. I always had an interest in income taxes and there happened to be a CPA firm across the street from the bank I worked at so during the tax season I would walk across the street when leaving the bank, pickup a stack of folders and that night pencil them in to be dropped off the next morning on my way to work.
Then a funny thing happened about 30+ years ago. I didn't like my job anymore. A client of mine at the bank who had a lucrative accounting practice said he thought I could start a practice somewhat like his. I set out to obtain some bookkeeping clients, gave my notice of resignation to the bank at our next board meeting, continued my education to receive my masters in taxation and upgraded my computer and software (not necessarily in that order). After completing my masters in taxation I took and passed the EA exams and have continued many hours of CPE. I average taking over 50 hours a year even though only 24 are required for my license.
I originated my office out of my home. Due to my client base in banking and my acquaintances who were EAs, CPAs and Bookkeepers, I was able to quickly build a bookkeeping and tax client base. On September 6, 2002 we purchased an office condo unit, our current location: 12021 Pennsylvania St. Ste 102. We now are primarily a tax and consulting office with 1000+ individual returns and 200+ entities.
My accounting and tax career began in 1997 with a national building material company as an administrative manager where I was responsible for all accounting, payroll and human resource functions. During the next 15+ years my rolls changes significantly and I eventually ended up in an operation role running distribution and delivery facilities. After waking up one day and realizing I had somehow been pulled away from what I wanted to be when I grew up and shortly after an opportunity to join the team at Balanced Ledgers presented itself which was a very easy decision. I joined Balanced Ledgers full time in April 2012, obtained the RTRP certification from the IRS in October 2012 and completed my EA in July 2017.
I enjoy the personal interaction with my clients and strive to create long lasting business relationships based on trust and mutual respect.