Business Details
21 Years
experience
Trusted Certified Public Accountants in Ridgway, Colorado
San Juan Accounting has been serving individuals and businesses since 2005 with dedicated expertise in tax and accounting solutions. Our team of Certified Public Accountants combines decades of experience from both national firms and personalized local practice to deliver strategic financial guidance. We specialize in tax return preparation, comprehensive tax planning, business entity formation, and industry-specific accounting services across Colorado and beyond. Our approach emphasizes minimizing tax liabilities while maximizing profitability through customized strategies tailored to each client's unique needs. With extensive experience in both public accounting and private practice, we maintain a commitment to staying current with evolving tax regulations to provide reliable, forward-thinking advice. Our services span from individual tax planning to complex business accounting, supported by deep expertise in QuickBooks setup and ongoing financial management.Located in Ridgway, Colorado, we serve clients throughout Colorado including Denver, Boulder, Colorado Springs, and Fort Collins, as well as clients in multiple other states. Our team's combined background with Big Four accounting firms and specialized industry knowledge enables us to deliver technically sound solutions with personalized service. We prioritize transparent communication and proactive tax planning to help clients achieve long-term financial success. By maintaining continuous education on tax law changes, we ensure our clients receive accurate, up-to-date recommendations that align with current regulations and optimize their financial position.
Services
Tax Return Preparation
Tax Planning
Entity Selection
Accounting Services
QuickBooks Support
Details
- Year established: 2005
Highlights and features
- We combine Big Four accounting firm experience with personalized service
- Our team holds active CPA licenses in Colorado with continuous tax education
- Specialized expertise in 10+ industry sectors including real estate and healthcare
- Proactive tax planning to optimize year-round financial decisions
- Comprehensive QuickBooks training and ongoing accounting support
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Return Preparation
We prepare comprehensive federal and state tax returns for individuals and businesses, including complex entities like corporations and estates. Our expertise covers Homeowners Associations, S-Corporations, and trusts. By staying current with tax code changes, we ensure accurate filings that maximize available deductions while maintaining full compliance with evolving regulations.
Tax Planning
Our proactive tax planning services help minimize liabilities through year-round strategies. We specialize in retirement plans, health savings accounts, real estate exchanges, and charitable giving optimization. With continuous monitoring of legislative changes, we implement timely adjustments to preserve wealth and enhance financial outcomes for both individuals and business owners.
New Entity Setup
We guide clients through optimal business structure selection and complete the necessary filings for new entities. From record-keeping setup to QuickBooks implementation, our support ensures proper financial systems from day one. We help startups make informed decisions about taxation methods and liability protection while aligning with long-term business goals.
Industry-Specific Accounting
Our team provides tailored accounting solutions across 15+ industries including construction, healthcare, real estate, and professional services. We understand sector-specific requirements for financial reporting, tax treatment, and regulatory compliance. This expertise ensures accurate financial management that addresses unique challenges faced by businesses in different verticals.
QuickBooks Support
We offer comprehensive QuickBooks training and ongoing support for businesses. Our services include system setup, financial record maintenance, and process optimization. By ensuring accurate implementation and efficient usage of accounting software, we help businesses maintain organized financial records that support better decision-making and streamlined tax preparation.
People
Parker O McAbery
CPA
Former PricewaterhouseCoopers auditor with Big Four experience. Licensed CPA since 2004. Holds BS and MS in Accountancy from University of Colorado. Specializes in tax strategy and business advisory services. Active in outdoor recreation and local community development.
Aimee M McAbery
CPA
Experienced tax professional with prior Big Four firm background. Graduated with BS in Accountancy from University of Illinois. CPA licensed in Colorado since 2005. Focus areas include individual tax planning and QuickBooks implementation. Committed to personalized client service.
Questions
What accounting services do you offer for small businesses?
We provide business entity selection, tax planning, financial reporting, QuickBooks setup and ongoing accounting support for small businesses across multiple industries.
Do you handle both individual and corporate tax returns?
Yes, we prepare all types of tax returns including individual, partnership, corporate, S-corporation, estate/trust, and homeowners association returns.
Are you accepting new clients currently?
We are not accepting new clients at this time. Please check back with us during our next open enrollment period.
How do you stay current with tax law changes?
As licensed CPAs, we complete continuing education requirements and actively monitor IRS publications to ensure up-to-date tax planning strategies.
Do you serve clients outside Colorado?
Yes, while based in Ridgway, we serve clients throughout Colorado and multiple other states with our tax and accounting services.
What industries do you specialize in?
We work with businesses in architecture, construction, healthcare, real estate, professional services, and 10+ other industry sectors with specialized accounting solutions.