Business Details
We are a locally owned accounting firm based in Wellington, Colorado, led by licensed Certified Public Accountant Judy D. Wagner, who has operated our practice since 1994. Our team combines decades of collective experience across public accounting, private sector auditing, banking, mortgage, and tax preparation. We hold professional credentials including CPA, CGMA, and ATP designations, with team members actively pursuing Enrolled Agent accreditation. We prioritize personalized, attentive service that addresses each clients unique tax and accounting needs, rather than offering one-size-fits-all solutions. Our staff stays current with evolving tax laws and accounting standards to provide accurate, compliant guidance for individuals and small businesses. We offer flexible appointment options, including evening and Saturday slots outside our standard 9-to-5 Monday through Friday hours.
During the busy January 15 to April 15 tax season, we encourage advance appointments to ensure we can dedicate adequate time to each clients situation. We are committed to full transparency in our pricing and processes, so clients never encounter unexpected fees or unclear communication. Our long-standing presence in the Wellington community reflects our dedication to building trust-based, long-term relationships with the people and businesses we serve. We take pride in our track record of helping clients navigate complex tax issues, streamline bookkeeping, and make informed financial decisions. We look forward to welcoming new clients to our office on Cleveland Avenue to discuss how our expertise can support their financial goals.
During the busy January 15 to April 15 tax season, we encourage advance appointments to ensure we can dedicate adequate time to each clients situation. We are committed to full transparency in our pricing and processes, so clients never encounter unexpected fees or unclear communication. Our long-standing presence in the Wellington community reflects our dedication to building trust-based, long-term relationships with the people and businesses we serve. We take pride in our track record of helping clients navigate complex tax issues, streamline bookkeeping, and make informed financial decisions. We look forward to welcoming new clients to our office on Cleveland Avenue to discuss how our expertise can support their financial goals.
Highlights and features
- We have operated our Wellington accounting practice since 1994.
- Our team holds CPA, CGMA, and ATP professional credentials.
- We offer flexible evening and Saturday appointment options.
- Our staff provides personalized service for unique client needs.
- We prioritize transparent pricing with no hidden fees.
Services
Tax Preparation
Our tax preparation service serves individual and small business clients across Wellington and Northern Colorado. We stay current with all federal and state tax law updates to deliver accurate, compliant filings that maximize eligible deductions and credits. Clients receive one-on-one guidance to minimize tax liability and avoid costly filing mistakes.
Bookkeeping
Our bookkeeping services support small businesses and individuals seeking organized, accurate financial records. We use QuickBooks and other standard tools to track income, expenses, and reconcile accounts with full transparency. Clients gain clear insight into their cash flow and financial health to make informed business decisions.
Payroll Services
Our payroll services help small businesses ensure accurate, timely employee pay and full compliance with tax and labor regulations. We handle all payroll processing tasks, from calculating wages and deductions to filing required payroll taxes. Clients reduce administrative workload and avoid costly penalties for payroll errors or late submissions.
Accounting Advisory
Our accounting advisory services support small businesses and individuals with complex financial reporting and strategic planning needs. Our credentialed team leverages decades of combined accounting experience to provide actionable, compliant guidance. Clients receive tailored recommendations to improve financial health and meet long-term business goals.
