Experience

Josh enjoys helping his clients succeed and advising them on potential tax savings opportunities. He has experience working with high net worth clients, closely held businesses, C-corporations, S-corporations, partnerships, limited liability companies, individuals, nonprofit organizations, real estate entities, medical practices, 1031 exchanges, DST Investments, cost segregation advice, and accounting method changes.

Professional + Community Involvement

Josh is a member of the American Institute of Certified Public Accountants (AICPA), Colorado Society of Certified Public Accountants (COCPA).

Hobbies + Interest 

Josh is an avid golfer, skier, and outdoorsman.

Experience

With over 20 years experience, Lynda started her full time public accounting career in Denver, CO with a Big 6 accounting firm. After relocating to Colorado Springs, Lynda joined the SKR+CO team and is experienced in all facets of taxation. She currently specializes in working with individuals, small estates + trusts in the Private Client Services division.

Professional + Community Involvement

Lynda is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).

Hobbies + Interests

Lynda enjoys running, spending time in the gym, going to concerts, and staying active with family and friends.

Experience

Judy has extensive experience working with high net worth individuals throughout her career in banking and seven years of owning her own business providing customized concierge services to her clients. Services she provided included simple tasks such as personal shopping, making travel arrangements and managing household service providers to complex project management of a data center consolidation for a Fortune 500 Company.

Judy thrives on identifying the needs of her clients and providing solutions to meet those needs. In her role, Judy will employ a structured approach to work closely with families to manage their personal affairs and ease the burden of the administrative responsibilities. She will provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.

Hobbies + Interests

Judy has a private rating in helicopter and single engine aircraft. Her hobbies include camping, boating, hiking and spending time with her family.

Experience

James began his public accounting career at SKR+CO in 2016. He has experience working on small to medium sized business returns that embrace complex transactions. These transactions include deferred gain from involuntary conversions and like kind exchanges, look back calculations on long-term construction contracts, stock redemptions + capitalization requirements. James also excels at reporting and the computation of profit allocations of real estate investment partnerships.

 

Professional + Community Involvement

James is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). James currently serves as the treasurer on the board at CONO.

 

Hobbies + Interests

James enjoys doing home improvement projects, various outdoor recreational activities + traveling to visit his friends + family.

Experience

Doreen has over twenty years of experience in public accounting, serving a wide array of clients such as syndicated real estate partnerships, multi-fund investment partnerships, multistate corporations, small businesses, nonprofits, private foundations, and individuals.

Professional + Community Involvement

Doreen is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and the Colorado Springs chapter of Kingdom Advisors. She also has her Not-for-profit certificate from the American Institute of Certified Public Accountants (AICPA).

Hobbies + Interests

Doreen enjoys mountain biking and going for walks with her dog.

 

Experience

Danielle has over a decade of experience in public accounting. She enjoys creating connections with her clients and explaining the tax ramifications of their current and future business strategies. She works primarily with partnerships and S corporations with a concentration in business acquisitions and real estate transactions, as well as the individual owners. She prides herself on her organizational skills and prompt communication while fostering positive relationships with current and future clients.

Professional + Community Involvement

Danielle is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA), the Southern Colorado Women’s Chamber of Commerce and the Colorado Springs chapter of the W Source.

She currently serves as a board member + a financial committee member for the Colorado Springs Pioneers Museum and is on the UCCS College of Business Dean’s Community Advisory Board. Danielle formerly served as the treasurer on the board of directors for Colorado Springs Rising Professionals.

A passionate supporter of the Colorado Springs community, Danielle was honored as a Rising Star in 2020.

Hobbies + Interests

Danielle enjoys golf, traveling, visiting museums with her son and husband & hosting summer BBQs.

Experience

Claudia has been in administration for public accounting since 2015.

Experience

Beth has been in public accounting since 2011. Her experience includes serving nonprofit organizations, small businesses and healthcare organizations.

Professional + Community Involvement

Beth is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) + Healthcare Financial Management Association. She formerly served as the Treasurer and Finance Committee Member of the Independence Center and  as the Board Assistant Treasurer for Newborn Hope.

Hobbies + Interests

In her free time, Beth enjoys spending time with family, cooking + curating her stamp collection.

Experience

Jena has been in public accounting since 2009 and spent over two years with a nationally ranked firm in California prior to joining the SKR+CO team. She has experience advising clients on various economic and regulatory risks within their industry and resolving complex accounting issues. Jena specializes in employee benefit plans, financial institutions, small businesses, healthcare organizations, construction and nonprofit audits.

Professional + Community Involvement

Jena is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).

Hobbies + Interests

Jena enjoys cooking, games, gardening, hiking, spending time with her pets, reading, snowboarding and travel.