Jennifer Jones, a Certified Fraud Examiner with a Master's degree in forensic accounting, leads this Colorado Springs CPA firm's tax and advisory work. Tax Advisory Services cover strategy implementation, preparation, and quarterly check-ins, including R&D tax credit work, while Client Advisory Services extend into outsourced CFO functions for business owners who need more than filing support.
Day-to-day work includes business accounting and bookkeeping on QuickBooks, financial statement analysis, and business entity setup advice for owners forming or restructuring a company. Clients bring questions on tax strategy and business planning, and the firm folds those into its regular tax preparation and CFO advisory cycles.