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Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices will be closed on January 1. Happy New Year!
Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices will be closed on January 1. Happy New Year!
Steve has been in public accounting since 1983, with significant experience serving nonprofit organizations, healthcare organizations, governmental entities and small- to mid-size businesses.
Steve is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and is an accredited Certified Valuation Analyst (CVA) since 2000. He is a member of the Board of Directors of Pikes Peak Hospice and Palliative Care.
Steve enjoys golf, skiing and travel.
Judy has been in public accounting since 1985, bringing extensive expertise in serving real estate partnerships, S corporations, medical and dental practices, small businesses, and financial institutions. She specializes in tax planning for high-net-worth individuals and has a strong background in preparing S corporation tax returns across various industries, including real estate, manufacturing, family-owned businesses, and financial institutions
Judy is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).
She has served on the Women of Influence (WOI) planning and selection committee for several years and is a former board member of the Fire Foundation of Colorado Springs. Judy is also a past recipient of the Women of Influence Award and the CSBJ Healthiest Executive Award.
Judy enjoys biking, tennis, hiking, skiing and travel.
Dave has been in public accounting since 1975. His experience includes performing, planning and supervising audits of numerous companies in virtually all segments of the southern Colorado economy. He has worked for clients with revenues ranging from none to in excess of $200 million. He specializes in financial institutions, healthcare, real estate and high tech industries.
His experience in valuation encompasses multiple industries and situations, such as estate and gift tax, buy/sell transactions and matrimonial dispute. Dave has testified in a variety of situations involving lost profits and accounting and auditing issues.
Dave has been an accredited Certified Valuation Analyst since 1998. He was previously a member of the numerous Small Business, Real Estate and Nonprofit committees as well as a Forensic and Litigation Services committee.
He serves as secretary of the Garden of the Gods Foundation. He was appointed in 1999 by the Governor to the Board of the Colorado Education and Cultural Facilities Authority (a State of Colorado conduit debt issuer) and served as chairman during his tenure.
Dave is also involved with many local community organizations, including The Pikes Peak Council, Boy Scouts of America, Community Partnership for Child Development (Head Start), Pikes Peak United Way, Pikes Peak Mental Health Center, Pikes Peak Foundation for Mental Health, Palmer Land Trust and the Colorado Springs Economic Development Corporation.