Experience

With over 15 years in public accounting, Kyle offers top-tier assurance services to a wide array of industries, spanning service, distribution, manufacturing, healthcare, construction, and employee benefit plans. His expertise extends beyond standard audits, encompassing reviews, compilations, EBP audits, agreed-upon procedures, and due diligence. Kyle’s adept leadership ensures alignment with professional standards, regulations, and consistently surpasses client expectations across diverse sectors.

 

Professional + Community Involvement

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

 

Hobbies + Interests

Kyle enjoys playing with his kids, time with his wife and working on his classic car.

Experience:

Chris holds himself to the highest standard with hard work, intelligence, trust and putting himself in his client’s shoes. He spent 15+ years of his career working in restaurants learning the meaning of hard work, team work, time management, communication.

Since beginning his public accounting career in 2006, Chris continues to apply these vital skills that have contributed to the success that he has achieved during his career as a Certified Public Accountant. He currently works with small businesses by implementing strategic plans to create efficiencies, manage cash flow and ultimately increase the value and sustainability of their companies. He also provides consultation services to clients in a variety of tax areas including Federal income taxes, state income tax planning and entity restructuring in order to minimize tax liabilities.

Chris also holds an Accredited Mortgage Professional (AMP) certification. Issued by the Mortgage Bankers Association of America, this certification signifies the achievements of individuals in the real estate finance industry for their pursuit of educational excellence, high ethical standards and commitment to professionalism.

Professional + Community Involvement:

Chris is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA),  the Colorado Restaurant Association, the Colorado Association of Business Intermediaries, the Alternative Business Networking Group  and the Colorado Professional’s Network (COPROs).

Hobbies + Interests:

Chris enjoys hiking in the Colorado Mountains, playing soccer and golf, as well as dining out and traveling with his family.

Experience

Ann has been in public accounting since 1986. Her specialties include estate planning, estate and gift tax and the taxation of trusts.

Professional + Community Involvement

Ann is member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). Ann is certified as an Accredited Estate Planner® (AEP®), a designee by the National Association of Estate Planners & Councils (NAEPC). She is a member of the Probate Section of the El Paso County Bar Association, a member and past President of the Estate Planning Council of Colorado Springs and serves on the Pikes Peak Community Foundation Practice Advisors Council.

Hobbies + Interests

Ann enjoys reading, gardening and travel.

Experience

Buddy has been in public accounting since 2008 and specializes in serving auto dealers, construction clients and high-net worth individuals. He also provides business valuation services and maintains his designation as a certified valuation analyst through the National Association of Certified Valuators and Analysts® (NACVA®).

Professional + Community Involvement

Buddy is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and UCCS Alumni Association. He also serves as treasurer at the Home Front Military Network and volunteered as a reserve deputy for the El Paso County Sheriff’s Office for 12 years before retiring in 2022. A passionate supporter of the Colorado Springs community, Buddy was honored as a Rising Star in 2016. Buddy was recognized as a 40 under Forty Award by National Association of Certified Valuators and Analysts® (NACVA®) in 2019.

In 2022, Buddy was honored by Construction Financial Management Association (CFMA) as an industry Rising Star. CFMA, the only nonprofit dedicated to the success and growth of construction financial professionals, annually recognizes leaders under 40 years old  for their positive impact on companies and the construction industry.

Hobbies + Interests

Buddy enjoys fishing, hiking, camping, hunting, movies and volunteering.

Experience

Matt has been in public accounting since 2005. He has served a wide range of individual and business clients and has extensive experience in the real estate, construction, natural resources, franchising, manufacturing + distribution, retail, professional services, and technology industries. Matt has assisted numerous clients with entity structuring, complex partnership allocations, section 704(b)/waterfall liquidation/targeted capital analysis, mergers and acquisitions, and section 1031 exchanges.

 

Professional + Community Involvement

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

 

Hobbies + Interests

Matt enjoys skiing/snowboarding, camping, hiking, and visiting national parks with his family.

Experience

Claudia has been in administration for public accounting since 2015.