Experience

Judy has been in public accounting since 1985, with significant experience serving real estate partnerships, S Corporations, medical + dental practices, nonprofit organizations, small business clients and financial institutions.

She is experienced with providing tax planning for high net worth individuals and chairs the firm’s medical + dental practice group. Judy has an extensive background with S-Corporation tax returns across all industries including real estate entities, manufacturing companies, family groups and banks and financial institutions.

Professional + Community Involvement

Judy is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). Judy is currently a board member for the Chamber of Commerce and EDC Economic Development Advisory Committee as well as the Treasurer and board member for Pike Ride. Judy served on the Woman of Influence (WOI) planning and selection committee for several years and is a former board member for the Fire Foundation of Colorado Springs. She previously served on the finance committee of several boards including SET of Colorado Springs and the Better Business Bureau.

Judy is also the past recipient of the Women of Influence award and the CSBJ Healthiest Executive Award.

Hobbies + Interests

Judy enjoys biking, tennis, hiking, skiing and travel.

Experience

Mike has been in public accounting since 1986, specializing in healthcare and employee benefit plans.

Professional + Community Involvement

Mike is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and the Healthcare Financial Management Association (HFMA). He currently serves as a member of the  board for Silver Key Senior Services Foundation. He has formerly served on the Board of Directors for Silver Key Senior Services, Humane Society of the Pikes Peak Region and the Pikes Peak Chapter of the American Red Cross.

Hobbies + Interests

Mike enjoys scuba diving, golf and travel.

Experience

Caitlin has worked in public accounting since 2014. She began her career at a Big 4 firm in Kansas City before relocating to Colorado Springs in 2017. Prior to joining our team, Caitlin worked for smaller local firm in Colorado Springs from 2017 until July 2019.

 

Professional Development

Caitlin is a member of the American Institute of Certified Public Accountants (AICPA).

 

Hobbies + Interests

Caitlin enjoys the outdoors, spending time with her family + football (specifically the Kansas City Chiefs).

Experience

Josh started his accounting career in 2012 after graduating from the University of Wyoming in 2011. He worked as an auditor for two years prior to moving into the tax sector. As an auditor, Josh was able to gain analytical skills and the ability to easily identify whether financial statements were reasonable or not. These skills continue to serve Josh when working with clients. Josh enjoys helping his clients succeed and advising them on potential tax savings opportunities. He has experience working with closely held businesses, C-corporations, S-corporations, partnerships, limited liability companies, individuals, nonprofit organizations, real estate entities, medical practices + more.

 

Professional + Community Involvement

Josh is a member of the American Institute of Certified Public Accountants (AICPA), Colorado Society of Certified Public Accountants (COCPA), + Woodman Valley Chapel. He formerly served as the treasurer for the Salvation Army in Cheyenne, WY.

 

Hobbies + Interest 

Josh enjoys traveling, hunting, fishing, golfing + playing pickleball.

Experience

Julianna started her full time career  in Charlotte, NC where she was part of the Global Employer Services (GES) tax team. She specialized in expatriate and inpatriate taxation where she assisted clients with United States tax compliance and help with their employees to understand the tax implications that come with traveling outbound and inbound of the United States. Additionally, she provided support and consultation to clients regarding their global mobility programs and interface with international assignees. Julianna’s role also comprised of preparing and reviewing 1040 individual income tax returns for the employees of clients, preparing payroll calculations including, but not limited to, year end adjustments, hypothetical tax calculations, and gross-up calculations.

Professional + Community Involvement

Julianna is part of the American Institute of Certified Public Accountants (AICPA) and Colorado Society of Certified Public Accountants (COCPA).

Hobbies + Interest

Julianna enjoys running, hiking, camping, the outdoors and hanging out with her husband + dog.

Experience

With over 20 years experience, Lynda started her full time public accounting career in Denver, CO with a Big 6 accounting firm. After relocating to Colorado Springs, Lynda joined the SKR+CO team and is experienced in all facets of taxation. She currently specializes in working with individuals, small estates + trusts in the Private Client Services division.

Professional + Community Involvement

Lynda is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).

Hobbies + Interests

Lynda enjoys running, spending time in the gym, going to concerts, and staying active with family and friends.

Experience

Judy has extensive experience working with high net worth individuals throughout her career in banking and seven years of owning her own business providing customized concierge services to her clients. Services she provided included simple tasks such as personal shopping, making travel arrangements and managing household service providers to complex project management of a data center consolidation for a Fortune 500 Company.

Judy thrives on identifying the needs of her clients and providing solutions to meet those needs. In her role, Judy will employ a structured approach to work closely with families to manage their personal affairs and ease the burden of the administrative responsibilities. She will provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.

Hobbies + Interests

Judy has a private rating in helicopter and single engine aircraft. Her hobbies include camping, boating, hiking and spending time with her family.

Experience

James began his public accounting career at SKR+CO in 2016. He has experience working on small to medium sized business returns that embrace complex transactions. These transactions include deferred gain from involuntary conversions and like kind exchanges, look back calculations on long-term construction contracts, stock redemptions + capitalization requirements. James also excels at reporting and the computation of profit allocations of real estate investment partnerships.

 

Professional + Community Involvement

James is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). James currently serves as the treasurer on the board at CONO.

 

Hobbies + Interests

James enjoys doing home improvement projects, various outdoor recreational activities + traveling to visit his friends + family.

Experience

With over 20 years of public accounting experience, Doreen has worked with syndicated real estate partnerships, multi-fund investment partnerships, multistate corporate entities, small businesses, non-profits, private foundations and individuals. She also has her Not-for-profit certificate from the American Institute of Certified Public Accountants (AICPA).

Professional + Community Involvement

Doreen is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and the Colorado Springs chapter of Kingdom Advisors.

Hobbies + Interests

Doreen enjoys mountain biking and going for walks with her dog.

 

Experience

Danielle has been in public accounting since 2013. She enjoys creating connections with her clients and explaining the tax ramifications of their current and future business strategies. She works primarily with groups of closely held entities and the individual owners. She prides herself on her organization skills and prompt communication, as time can be of the essence when it comes to tax planning.

Professional + Community Involvement

Danielle is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA), the Southern Colorado Women’s Chamber of Commerce and the Colorado Springs chapter of the W Source.

She currently serves as a board member + a financial committee member for the Colorado Springs Pioneers Museum and is on the UCCS College of Business Dean’s Community Advisory Board. Danielle formerly served as the treasurer on the board of directors for Colorado Springs Rising Professionals.

A passionate supporter of the Colorado Springs community, Danielle was honored as a Rising Star in 2020.

Hobbies + Interests

Danielle enjoys traveling, visiting museums with her son and husband + hosting summer BBQs.