Mary is the fifth CPA I've had in the last four years, mostly due to an incomprehensible lack of…read morework ethic in the first four. I can't emphasize enough how refreshing it is to work with a professional like Mary. She's prompt, meticulous, accurate and very, very good at what she does. Just when I'd begun to think that the entire Denver CPA community was fraught with charlatans, Mary has completely reversed my opinion. I intend to hold on to her forever. She's THAT good.

Buyer Beware I…read morecannot recommend this accountant. I hired her for tax preparation. Although she functioned as a tax return preparer only, in the course of serving my annual needs she gratuitously recommended a retirement plan strategy which I adopted. Another provider set up the retirement plan and this is not the complaint. For every tax year after adoption the CPA was provided with the written account statement data related to retirement plan assets--the same data that would be required for tax return preparation. Notwithstanding, Mary Gallagher did not mention to me that another annual return of retirement plan information needed to be filed with the IRS (annual Form 5500-EZ). The delinquency of this return information led to an IRS penalty for failure to file the 5500-EZ on time. The primary issue with this CPA is the quality and consistency of her guidance--on the one hand, she provided the gratuitous tax advice dispensed here but, at the same time, she dropped the ball when it came to the necessary follow-up which is pointing out to her client the need to prepare and timely file the annual 5500-EZ, especially when all information necessary to the completion and filing of the 5500-EZ was supplied to her for regular income tax return preparation. This amounts to inconsistent care for her client. When I brought it to her attention and asked her to take responsibility for it, she refused and cited an engagement letter that excused her own culpability for failure to at least follow-up with me in connection with advice provided previously. After all, she is the one who recommended the retirement plan itself! If the advice to adopt the retirement plan was gratuitous then follow-up details about annual information return preparation and filing should have been supplied, as well. A reliable and competent CPA should provide accurate technical guidance. Unfortunately, that was not my experience with Mary Gallagher CPA, LLC. Business owners and individuals should look elsewhere for dependable and competent tax representation.

I cannot thank Paul Heffner enough for the tremendous work he has done for my organization! I am…read morethe Founder and Executive Director of a nonprofit called Empowering People with Invisible Chronic Illness (The EPIC Foundation). This work is extremely important to me because I, myself, survived a rare life threatening illness caused by a brain tumor. I have put my blood, sweat, and tears into this organization. I reached out to Paul for help with a financial and business assessment that will promote growth in the organization. If we are able to meet our goals, we can help more people. Paul has been so patient with me, as I try to grow the organization and maintain accurate and helpful financial analyses towards empowered success and development. Paul has always been very deliberate and thorough in his assessment for my organization. He remained communicative with me and I always felt like he cared. Every time I receive a quarterly report, I am beyond impressed! As I approach my second year of incorporation in 2 months, I feel confident that Paul Heffner can help us with continued growth and success! I will shout to the roof tops that any start up organization should use their services! Thank you! Thank you! Thank you! ~Dr. Karen

I have had a few accountants in the last 20 years and am not a fan of jumping around…read more Unfortunately, I found myself being unhappy with the accountant that I have used for both personal taxes and my business for several years. Having known David for a while I finally decided to make a switch and could not be happier! David and company were amazing to deal with and I could not ask for anything more from the person that I trust with my taxes. It is a no brainer to have them take a look.

We used this firm for three years, and as you can see from the other reviews, they are not good…read more I don't recommend Daniel, Eve or Kay in this office. 1. Couldn't prepare taxes on time 2. Lack of communication... and when they did communicate they charged you for it. 3. Had us buy/use software that made things completely difficult. (Our new accountant had us go back to our previous method) 4. And to top it off, is still sending us bills for "conversations" and work from over a year ago. 5. WAY OVERPRICED! I could go on... but you get the point. Find someone else to do your CPA/tax work.

Cypress Accountancy files my corps taxes every year and they do a phenomenal job when it comes to…read morehandling our taxes. Their firm does a great job at explaining and recommending best practices. Would highly recommend if you are a business owner.

Worst tax accountant experience ever (2023 return)! You would be better off going to HR Block! They…read moremade mistakes on my return and don't respond to calls and emails with questions. I emailed them letting them know I am not happy and received no response.

I am researching starting a ticket broker business. Lissa was very generous with her time and…read moreanswered all of my questions as I consider the best way forward with set up. She really knows her stuff and is professional and very easy and approachable. Highly recommend her for your business. Reasonably priced and knowledgeable.

Lissa is a lifesaver and a pleasure to work with. She is thorough, communicative, and responsive…read more She answers our questions officially within a day or two, but typically within hours. She really is Johnny on the Spot! She is extremely knowledgeable in all areas of accounting, and if she doesn't have the answer, she will find it. I'm very happy to let her handle our books so we can focus on running our business. Thanks Lissa!

I have been working with Jonathan for 2 years. His ability to clear the head trash and help you…read moreget on the track of positive thinking has been amazing. After spending an hour with Jonathan you will experience and tremendous feeling of things being lighter, his ability to help you change your behavior to focus on the positive is amazing. He has impacted my life for the better and I feel blessed for having the opportunity to work with him. Larry Van Sant

Jonathan's work helped me tremendously as I was launching my company. I look forward to attending…read morefuture workshops that he hosts -- his message is always inspiring!!

Finally found a team I can trust with my books. They cleaned everything up fast and the monthly…read morereporting actually tells me something useful. Highly recommend!

Professional, personable, knowledgeable and detail oriented. This is a company you can trust.read more

Professional service, friendly, and willing to go the extra mile to help their clients.read more