Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Boulder Valley CPAs
917 Front St. Suite 210
Louisville, CO, 80027 Phone: (720)663-8750 info@bouldervalleycpa.com
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Learn More...
Most commonly looks like, "can I deduct my home, can I pay my children, should I buy equipment, should I
track mileage, etc." This is a service that is sometimes addressed by phone calls to the office and/or emails.
Often times it's with an associate or staff member in our office. It can also be something addressed and
finalized in an annual office meeting. Different strokes for different folks, but we are capturing what "most"
business clients are availing themselves of in this area.
Includes Federal and State vouchers based on safe harbor provisions of estimated tax payments.
It uses prior year data to help avoid interest and penalties. It is worked on during your 2018 tax prep meetings.
Common in our practice. Many of our business client owners want us to run projections,
using very detailed versions of what they think their personal return will look like,
in it's entirety. Most commonly done in our office, with a tax manager or myself.
Most commonly looks like a before and after dog and pony show that illustrates the benefits of making
retirement contributions and more importantly, structuring a plan for funding the contribution over a more manageable time frame.
It is not a popular service within our firm because of a number of online tools but we do offer it at $75 per
filing period (monthly, quarterly etc.). We have empowered our clients to take this role on themselves but we
are happy to address in our annual office meeting.
We took time to review our previous billing methods, and to better serve our corporate level clients, have
embraced a method that allows us to fix our annual fees. That method is based on the value of those services
and the costs we incur, providing them.
Individual returns start at $550 and includes Schedule A, B 2441(Child Care Expenses) and one state return.
Any additional schedules range from $50 - $100.
Ernie is more than meets the eye. In addition to being high skilled as a
CPA he is a little of everything; corporate advisor, financial planner,
wealth management, business strategist, not to mention marriage counselor,
hand holder, straight shooter. I am so grateful that all of Ernie's life's
lessons have culminated in the most well-rounded talented approach to
accounting. I could not feel more fortunate to have him on my team!
I would highly recommend Boulder Valley CPA. Ernie and Lara with the
Boulder Valley CPA staff are knowledgeable and proficient in all realms of
bookkeeping and filing taxes. They are very honest and respectful.
Ernie and his team have been with me through changes in marital status,
multiple businesses, relocation to another state, and through it all have
provided the most excellent, patient, and detailed service! The clarity and
confidence I get from working with them is unparalleled.
Even through I did a lot of research beforehand, I still learned at least
three very important things that I missed in our initial consultation - and
sure there will be more to follow. Very glad I went with a professional to
help get into property investments, and Ernie was friendly, not at all
pushy, and extremely knowledgeable! Will definitely continue on with him for
all future work.