Business Details
18 Years
experience
Your Trusted Lakewood CPA Partner for Accounting & Tax Services
Founded in 2008 by Marcy, our Lakewood CPA firm was built on a foundation of combining technical expertise with personalized service. With over 14 years of experience in accounting and tax services, we prioritize understanding each client's unique financial situation to deliver tailored solutions. Our team of certified professionals brings both technical precision and empathetic communication to every engagement, whether serving individuals or businesses. We distinguish ourselves through our commitment to accessibility, offering both remote and in-person consultations while maintaining a warm, conversational approach.Our dedication extends beyond transactional workwe aim to educate clients about their financial responsibilities while helping them achieve both immediate and long-term goals. By blending modern technology with traditional values of responsiveness and care, we've built lasting relationships with clients across Lakewood and the Denver metro area.
Services
Personal Taxes
Business Taxes
Bookkeeping
Other Business Services
Details
- Year established: 2008
Highlights and features
- We offer personalized tax and accounting services with over 14 years of experience
- Our team consists of certified CPAs with a focus on responsiveness and empathy
- We provide remote and in-person consultations for client convenience
- We prioritize understanding clients' unique financial situations and goals
- We have a proven track record of minimizing tax liabilities for complex transactions
What people say
Personalized service
Tax minimization expertise
Approachable professionals
Easy to understand
Proven track record
Services
Personal Taxes
We specialize in individual and family tax return preparation with strategic planning to optimize financial outcomes. Our CPAs work closely with clients to understand personal financial situations while ensuring compliance with tax regulations. By combining technical expertise with personalized guidance, we help clients navigate complex tax scenarios and identify opportunities for savings.
Business Taxes
Our business tax services ensure companies meet all tax obligations while optimizing financial strategies. We provide comprehensive return preparation and planning tailored to each business's unique structure and industry needs. Through proactive tax planning and in-depth analysis, we help businesses minimize liabilities and maintain compliance with evolving tax codes.
Bookkeeping
We maintain accurate, organized financial records that enable informed business decision-making. Our bookkeeping services include transaction tracking, financial reporting, and system organization tailored to each client's operational needs. By providing reliable financial data, we help businesses maintain clarity about their financial position and performance.
Other Business Services
We offer comprehensive business advisory services covering all stages of company development. From startup planning to complex transactions like business sales, our CPAs provide strategic guidance tailored to each client's lifecycle. Our services include financial planning, tax strategy, and specialized support for business transitions and growth opportunities.
People
Marcy
Founder
Marcy established Glisson & Associates in 2008 after a successful corporate CPA career. She brings over 14 years of experience in tax and accounting services, combining technical expertise with a personal touch. Her leadership emphasizes client relationships and professional excellence.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial planning, and advisory services tailored to small businesses' needs across all growth stages.
How do you handle complex tax situations?
Our CPAs specialize in navigating complex tax scenarios, including business sales and stock transactions, with strategic planning to minimize liabilities.
Can I schedule a free consultation?
Yes, we offer complimentary consultations to discuss your specific needs and determine how we can best support your financial goals.
Do you work with remote clients?
We provide services through both remote access technology and in-person meetings at our Lakewood office for client convenience.
What makes your firm different from other CPAs?
We combine technical expertise with personalized service, prioritizing client relationships and clear communication while maintaining professional excellence.
