I realize seeing a tax accountant is like going to the dentist but I try to make it a little better.
13701 W Jewell Ave Suite 250
Lakewood CO 80228
I live, breathe, eat, sleep taxes. I have been doing this a long time and I love the tax law and making it work to the benefit of my clients.
q & a
What characteristics do your favorite clients share?
Most of my clients are very "hands on" - I interact with them on a regular basis. I don't believe in only communicating with my clients once a year - I like to stay in touch with them through the year so I can address any financial situations as they arise instead of getting a shock at the end of the year.
Why should a client hire you?
Because I am hands on - I like to stay in contact with my clients and keep up with changes in their life and keep them abreast of changes in the tax law.
Describe a time where you went beyond expectations when working with a client.
Many times - I have clients out there that I have gone back on their previous returns and saved them tens of thousands of dollars because I was able to think outside the box. If there's a way to make the tax law work for a client I can find it.
What single project or task would you consider your most significant accomplishment in your career to date?
I went through a full-bore audit on one of my multi-million dollar clients. Not only did the auditor balance the income statement and balance sheet to the penny to the tax return but he finished the audit and was out of my office in a week (with no changes to the tax return except for personal use to one vehicle the owner drove back and forth from work to home!)
Well Balanced Financial Services, Inc
hours of operation
|Monday||08:00 AM - 08:00 PM|
|Tuesday||08:00 AM - 07:00 PM|
|Wednesday||08:00 AM - 08:00 PM|
|Thursday||08:00 AM - 06:00 PM|
|Friday||08:00 AM - 08:00 PM|
|Saturday||10:00 AM - 06:00 PM|