At Boulder Valley CPA we understand that you want a clear vision for growth through exit from your business. And, if you don’t own a business but have a highly complex tax situation, you need a financial strategy that puts you in the most tax efficient position.  In order to get there, you need a proactive approach that is aligned with your goals.

The problem is tax strategy is hard and getting more complex every day. Figuring out how to be tax efficient and make strategic decisions for wealth accumulation can be an overwhelming, even vulnerable position to be in.

Your unique opportunity

Business owners have a unique opportunity to build their own wealth and lifestyle. Reliable, objective, value driven advisory services and trusted business relationships built on shared beliefs are something every business owner deserves.

We understand that you didn’t go into business to navigate the changing tax law, but you need a trusted business advisor who thinks beyond the status quo and shows you what’s possible when you have proactive tax and business advice. 

Our why

People don’t come to us for what we do. They come to us for why we do it. We have re-imagined the relationship between business owner and trusted advisor. Our team of professionals has decades of tax and business experience that has helped hundreds of business owners grow and accumulate post-tax wealth for retirement. We prove that anything is possible for business owners when they have proactive tax and business advice.

It starts with the very first meeting.

  • We start with your goals and challenges.  What is your current reality and where do you see yourself? Are you looking to grow your current business, expand your holdings, save for retirement?
  • We educate you on the best tools and strategies.  Together, we develop a plan that could allow you to minimize your tax burden, grow your C-suite, diversify, prepare for retirement, and enjoy the life you envision.
  • You get to appreciate your business, build the lifestyle you envisioned, and exit the business on your terms. 

The best part

There is nothing more gratifying for us than helping a business owner put all the pieces of the playing field together and then coach them across the finish line.

What to do before our first meeting together

In order for us to maximize our time together, there are a few things we ask you to upload to us prior to our initial meetings:

  • Your business plan
  • The last 2 years of financials and tax returns 
  • Access to your accounting software (QuickBooks, Xero, etc.), or updated P & L statements and a balance sheet. 
  • Pertinent business documents such as EIN documentation, operating agreement, etc., along with any outstanding IRS notices. 

Come to the meeting ready to discuss your goals for the next 12 months and your 2 biggest challenges, and we’ll be prepared with insights based on the information you’ve provided.

What you can look forward to…

Breathing a sigh of relief.  You can finally see a clear path forward and feel confident in an advisory CPA who has the expertise to grow with your business and guide you every step of the way.