Business Details
16 Years
experience
Denver CPA Services for Tax Savings & Business Growth
Gheen & Co., CPA & Co., CPA has established itself as Colorado's fastest-growing CPA firm by delivering innovative accounting solutions and strategic tax planning for high-earning professionals. Our team of Certified Tax Coaches leverages advanced training to identify legal tax reductions through proactive year-round planning. With expertise in cloud accounting systems and business coaching, we empower medical practitioners, veterinarians, and business owners to optimize financial performance while maintaining strict compliance with federal and state regulations.Our commitment to continuous technological advancement ensures clients maintain 24/7 access to critical financial data. Founded in 2010, our firm combines decades of collective experience with personalized service to transform complex tax challenges into strategic advantages. We prioritize transparent communication and ethical practices, ensuring clients never overpay while receiving actionable insights for sustainable growth.
Services
Tax Planning
Cloud Accounting
Business Coaching
Outsourced Accounting
Tax Preparation
Details
- Year established: 2010
Highlights and features
- We offer 15+ years of specialized tax expertise for medical and veterinary practices
- Our Certified Tax Coaches implement proactive planning for maximum annual savings
- We provide 24/7 cloud accounting access with real-time financial data management
- Our team holds advanced certifications in both accounting and tax-specific disciplines
- We guarantee compliance with all federal and state tax regulations through ethical strategies
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Tax Coach (CTC)
What people say
Dramatically reduce taxes
Expertise in tax code
Proactive planning
Personalized service
24/7 access
Services
Tax Planning
Our Certified Tax Coaches develop proactive strategies to legally minimize tax liabilities for high-income professionals. We analyze financial situations to identify deductions, credits, and loopholes while ensuring compliance with evolving regulations. Our year-round planning helps clients optimize tax outcomes and improve after-tax income through specialized training and continuous legislative monitoring.
Cloud Accounting
We implement secure cloud-based accounting systems for real-time financial data access. This service includes QuickBooks Online setup, automated bank reconciliations, and continuous transaction monitoring. Medical and veterinary practices benefit from enhanced data security, remote accessibility, and improved financial decision-making capabilities through our 24/7 cloud accounting solutions.
Business Coaching
Our Value Builder Score diagnostic tool evaluates business performance across eight key drivers. We provide actionable recommendations and ongoing coaching to improve profitability and business valuation. This service combines financial analysis with strategic planning to help professionals achieve long-term growth objectives through regular implementation support and benchmarking analysis.
Outsourced Accounting
We offer comprehensive outsourced accounting for medical and veterinary practices, including financial reporting and expense tracking. Our services cover accounts payable/receivable management, monthly closings, and general ledger maintenance. Clients receive detailed financial insights to identify cost-cutting opportunities while avoiding the overhead of in-house accounting departments through our specialized practice support.
Tax Preparation
Our tax preparation combines compliance with strategic savings through Certified Tax Coach expertise. We analyze complex financial situations to maximize deductions while ensuring accurate filings. The service includes proactive planning consultations, regulatory updates, and personalized strategies to reduce tax burdens beyond standard software capabilities through specialized training and continuous education on tax code changes.
People
Luke Gheen
Founder & CPA
MBA holder with 15+ years in corporate finance and public accounting. Specializes in strategic tax planning for high-net-worth individuals. Developed innovative systems for service-based businesses while maintaining focus on employee development and client satisfaction.
Savannah Bunker
Senior Tax Advisor
Dual master's degree holder with seven years of tax specialization. Focuses on advanced tax planning and entity restructuring for small businesses. Combines technical expertise with personalized advisory services to build long-term client relationships through proactive financial guidance.
Jessica Adams
Practice Manager
Master's in clinical psychology with diverse professional experience. Oversees client onboarding and team development while implementing standardized operating procedures. Brings interpersonal expertise to enhance client relationships and internal workflow efficiency through psychological insights and process optimization.
Mia DiMarco
Administrative Assistant
Recent finance graduate pursuing CPA certification. Provides technical support while gaining comprehensive industry knowledge. Contributes to daily operations with structured approach to accounting tasks and client communications through emerging professional development and practical application.
Madeline Hofferber
Senior Client Manager
Decade of public accounting experience with focus on small business needs. Transforms technical accounting into strategic business guidance while maintaining personal client connections. Balances regulatory compliance with practical financial advice through deep understanding of both tax code and entrepreneurial challenges.
Questions
How is a Certified Tax Coach different from a regular CPA?
Certified Tax Coaches receive specialized training in proactive tax planning strategies beyond standard CPA education. They focus on year-round tax reduction techniques and must adhere to additional ethical guidelines from the American Institute of Certified Tax Coaches.
What accounting services do you offer for medical practices?
We provide cloud accounting systems, tax planning, outsourced bookkeeping, and business coaching specifically tailored for medical professionals. Our services include financial reporting, benchmarking analysis, and tax compliance strategies for high-earning practitioners.
Do you work with businesses outside Colorado?
While based in Denver, we serve clients nationwide through our cloud-based accounting systems. Our virtual capabilities allow us to work with medical professionals, veterinarians, and business owners across the United States through secure online platforms.
How do you help businesses reduce tax liabilities?
Our Certified Tax Coaches use proactive planning to identify legal deductions, credits, and tax code loopholes. We implement strategies throughout the year to minimize liabilities while ensuring compliance with federal and state regulations through continuous legislative monitoring.
What's included in your business coaching service?
Our coaching includes the Value Builder Score assessment, diagnostic tools for financial analysis, and implementation support. We focus on eight key drivers of business value through regular meetings and customized growth strategies for professional practices.
Can I access my financial data remotely?
Yes, our cloud accounting solutions provide 24/7 access to financial data from any internet-connected device. This allows for real-time decision-making and continuous financial monitoring through secure online accounting platforms.
