Business Details
Trusted Accounting and Tax Services in Lakewood, CO
Allen Group PC is a local CPA firm dedicated to serving Colorado's closely-held businesses and individuals. Our team of certified professionals provides comprehensive accounting expertise ranging from payroll and general ledger support to advanced CFO-level budgeting and analysis. We prioritize proactive service, taking time to understand client needs before delivering tailored financial solutions.With decades of combined experience in tax planning, strategic consulting, and financial advisory services, we aim to become trusted advisors for both personal and business financial matters. Our commitment to personalized attention and technical excellence has established us as a reliable partner in financial management and compliance.
Services
Tax Services
Consulting Services
Fixed Price Agreements
Other Services
Highlights and features
- We provide proactive financial guidance tailored to Colorado businesses
- Our team includes CPAs and certified financial planners with local expertise
- We offer comprehensive services from bookkeeping to strategic consulting
- We prioritize personalized client relationships over generic solutions
- We combine technical excellence with practical business advice
Services
Tax Services
Our tax services combine technical expertise with personalized strategy development for individuals and businesses. We specialize in Colorado tax compliance while optimizing federal and state filings. Our CPAs provide year-round tax planning to minimize liabilities and maximize refunds.
Consulting Services
We offer strategic financial consulting covering budgeting, cash flow management, and business growth planning. Our team provides CFO-level insights for small to mid-sized businesses. Services include financial statement analysis and operational efficiency recommendations tailored to Colorado's business environment.
Fixed Price Agreements
Our fixed price agreements deliver predictable costs for recurring accounting services. This model covers bookkeeping, payroll processing, and monthly financial reporting. Clients benefit from transparent pricing with no unexpected charges for agreed-upon deliverables.
People
Mark D. Allen
CPA
With over 25 years of experience, Mark D. Allen specializes in business tax strategy and financial planning for Colorado enterprises. He leads our firm's commitment to personalized client service.
Mark A. Boatright
CPA, CFP
Certified Financial Planner Mark A. Boatright combines accounting expertise with investment strategy guidance. He focuses on helping business owners achieve both professional and personal financial goals.
R. Melissa Evert
CPA
Melissa Evert brings specialized tax compliance expertise to our team. She works closely with clients to ensure accurate filings while identifying opportunities for tax savings and financial optimization.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping support, payroll processing, financial statement preparation, and CFO advisory services tailored to Colorado small businesses.
Do you specialize in any particular industry sectors?
While we work with diverse businesses, we have particular expertise in construction, professional services, and family-owned enterprises across Colorado.
How do your fixed price agreements work?
Our fixed price agreements establish transparent pricing for recurring services like monthly bookkeeping or quarterly tax filings, ensuring no unexpected charges for agreed deliverables.
What tax planning services do you provide for individuals?
We offer year-round tax planning strategies to minimize liabilities, maximize refunds, and optimize financial decisions for high-net-worth individuals and families.
