Services We Provide

Covered In these areas

Services For Individuals

Personal Financial Planning
Estate Planning
Elder Care

Business Services

Small Business Accounting
Cash Flow Management

Tax Services

Tax Preparation
Tax Planning
Tax Problems

QuickBooks Services

Why QuickBooks
QuickBooks Setup
QuickBooks Training

Something About Us

We are a family-owned business based in Brighton, Colorado. Our founder, Margie Albert, is an EA who is licensed in all 50 states. She started the business back in 1989 and has helped thousands of people and small businesses with all of their tax and accounting needs. With over 45 years of experience, she knows how to help anyone in any situation. Jerrica Chacon, our senior accountant, is a certified RTRP and an exceptional accountant. She has over 15 years of experience with tax

preparation and accounting. Josh Chacon, our business manager, has been with us for two years after an extensive career in the oil and gas industry.

Together we are here to help with any situation, and we guarantee our work is the best in the business!

Track Your Refund

When will you receive your refund? The answer depends on how you filed your return.

Record Retention Guide

Federal law requires you to maintain copies of your tax returns and supporting documents for three years.

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers.

The Deductibility Of Points

This Financial Guide explains when and to what extent points paid on the purchase of a home or refinancing are deductible.