Oil & Gas
Western Colorado has been a sought-after region for natural resources development for decades. Federal and state regulators have made compliance requirements more complex and they are ever-evolving. We understand the sensitivity and fragility that local, national, and global economic impacts have on the industry and we work closely with landowners and oil and gas management to reap the most beneficial tax and advisory solutions for both.
Services
- Income tax return preparation and filing, including multi-state taxes
- Capital asset planning and strategy
- Tax planning
- IRS audit support
- Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
- Financial statements, reporting, and management reports
- Set up, training, and consulting for QuickBooks® software
- Advisory services on general ledger set-up and internal controls
- Virtual controller outsource and consulting
- Virtual CFO outsource and consulting
Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.
- Business planning, financial projections, and budgets
- Business valuation consulting
- Cash flow management
- Entity set-up and organizational structure
- Business purchase, sale, and merger/acquisition
- Wealth and succession planning
- Retirement planning
- Ownership transfer planning (buy-ins/buyouts)
- Financial statement audits, reviews, and compilations
- Operational audits
- Internal control reviews
- Employee benefit plan audits
- Fraud investigations and risk management
- Agreed-upon procedures
- Litigation support
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.
