A free 30-minute consultation
Tell us about your situation and what worries you. We’ll tell you what we see and what we’d do first.
CPA firm · Marlow Springs, Colorado
Tax and accounting for Marlow Springs businesses and families
Tax preparation and planning, monthly bookkeeping, payroll and CFO-level advice from one local team that knows your numbers all year, not just in April.
- Since 2009in Marlow Springs
- 600+clients served
- IRSaudit representation
- 4.9/5client rating
Trusted by 600+ local businesses and families
What we do
Everything your numbers need, under one roof
One team handles your taxes, books, payroll and planning, so nothing falls between two firms and nobody has to forward an email.
- Tax preparationFederal, state and local returns, filed accurately and on time.Learn more
- Tax planningStrategies that lower what you owe, decided before December 31.Learn more
- BookkeepingReconciled books and clear reports, closed by the 10th of every month.Learn more
- PayrollAccurate paychecks, filings and year-end W-2s and 1099s.Learn more
- CFO & advisoryForecasts, budgets and a monthly call to plan hiring, pricing and growth.Learn more
- IRS representationNotices, audits and payment plans handled for you.Learn more
Who we help
Built for owners and households, not corporations
Most of our clients run a business with 1 to 100 people, or have a tax life that outgrew the software: a rental, a side business, stock options.
Small businesses - Monthly books and payroll
- Business and owner returns
- Sales tax and job costing
Individuals and families - Personal and rental returns
- Side income and estimates
- IRS letters handled for you
Growing companies - Cash flow forecasts
- Budgets and pricing
- Lender and investor packages
How it works
From the first call to a calm tax season
Four steps, the same for a family return or a 60-person company. You always know what happens next and what it costs.
Book a free consultationA clear, flat-fee proposal
Within two business days you get a written scope and a fixed monthly or annual fee. No hourly billing and no surprises.
Onboarding in two weeks
We collect documents through a secure portal, connect your accounts and clean up anything that needs it.
Year-round support
Monthly books, quarterly check-ins and a planning meeting before year-end. Email or call us whenever you need to.
By the numbers
Seventeen years of tax seasons, and still answering the phone
17
years serving Marlow Springs
600+
businesses and families
$1.8M
million in tax savings found for clients in 2025
1
business day to hear back from your team
Client stories
Real businesses, real numbers
A restaurant, a dental practice and a builder: what was wrong, what we changed and what it was worth.
All client storiesHow Juniper Table cut its tax bill and got payroll under control
A 38-person restaurant was overpaying tax on tips and closing its books three months late. One year later, it saved $41,200.
Ridgeline Family Dental: a clear plan for a second location
Two dentists wanted to open a second office without risking the first. We built the numbers the bank needed in three weeks.
Hartley Builders: job costing that shows which projects make money
A busy remodeling company didn’t know which jobs were profitable. Job costing raised its margin by seven points in a year.
In their words
What clients say after their first year
I used to find out how a month went in the middle of the next quarter. Now I know every Monday, and the tip credit alone paid for Quantro several times over.
Megan HaleOwner, Juniper TableRead the story of Megan Hale 
We knew dentistry, not lending. Quantro gave us numbers we trusted and the bank trusted. That made the decision easy.
Dr. Karen WhitakerCo-owner, Ridgeline Family DentalRead the story of Dr. Karen Whitaker 
Now I bid with real numbers instead of gut feel. We turned down two jobs this year that I know would have lost money.
Ryan HartleyOwner, Hartley BuildersRead the story of Ryan Hartley
Pricing
Flat fees, agreed up front
Every engagement starts with a free consultation and a written quote. No hourly billing, no invoice surprises in May.
Individuals and families
from $450 per year
Your federal and state returns, prepared and reviewed by a CPA.
- Federal and Colorado returns
- Rental, investment and side income
- Estimated payments set up
- Help with IRS letters about your return
Small business essentials
from $650 per month
Monthly books, payroll and your business and owner tax returns.
- Bookkeeping closed by the 10th
- Payroll for up to 10 people
- Business and owner returns
- Mid-year and year-end tax planning
CFO and advisory
from $1,800 per month
Everything in essentials, plus a finance lead for big decisions.
- 12-month cash flow forecast
- Monthly planning call
- Budgets and pricing analysis
- Lender and investor packages
Free 30-minute consultation
Let’s make next tax season the calm one
Tell us where things stand. We’ll tell you what we’d do first and what it would cost, in writing, within two business days.
