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    Casa Colorado

    5.0 (1 review)
    Closed 9:00 am - 7:00 pm

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    Colonial Tax Consultants - Tax attorney in Denver, Colorado.

    Colonial Tax Consultants

    (10 reviews)

    Southeast

    We contacted Colonial Tax Consultants to investigate open IRS issues. I expected a long sales pitch…read moreand many promises. I spoke with Rick Pearlt, Senior Analyst who was straightforward. There was NO sales pitch, NO promises. Rick asked for pertinent info so he could ascertain IRS' view of the situation. He impressed that he would be back in touch in 2-3 days. He responded with his researched analysis in 2 days, clearly explained his findings. There was no mention of consult fees for the work he performed. When I questioned this, Rick stated he provided info and 'if' i did need tax resolution services down the road that he and Colonial Tax Consultants are here for me! Aside from his invaluable information, I was deeply touched by his sincerity and 'do-the-right-thing' philosophy.

    In short, my experience with Colonial Tax Consultants was easy, expertly handled, cost effective,…read moreand highly supportive. In fact, I quickly found everyone there to be highly competent, resourceful, and focused on getting me what I needed. I could actually trust and rely upon each person and every person on the team. CTCtax.com, you certainly live up to your reputation (resolving tax liabilities and ensuring my rights as a taxpayer) and you deliver on your word. What a relief! Say what you will about the hazards of tech and social media, in this case, it paid off! How else would a gal from the West Coast find an amazing tax consultant (in Denver, CO of all places) for a tax issue that had nothing to do with Colorado? Over the years, I've successfully navigated IRS/tax challenges on my own. In fact, I might be one of the few who has actually found the IRS easy to work with - some agents more than others, but overall, a good experience. Well, THAT changed! In 2020, it became nearly IMPOSSIBLE to get through to a human being at the IRS. When I was lucky enough to finally speak with an actual person, I could never resolve my pressing issues or get answers to time-sensitive questions. I was beyond frustrated and needed help. No, in fact, I was done! I just wanted a Super Hero to *handle things* for me! After a bunch of due diligence and online research, I reached out to Colonial Tax Consultants as one possible option. In comparison to the others I called, I felt reassured during my initial conversation with Rick Peart (Senior Consultant). Immediately I had information and with that new-found knowledge came choices. Given my burnout and demands on my time, I opted to hire Colonial Tax and have them take care of things on my behalf. The BEST choice I could have made. In the relatively short time it's taken to resolve my issues, I've gotten to know three of the folks in their office. Since I am out-of-state, I was initially concerned and wanted ONE point of contact. However, working with them as a team has always worked to MY benefit. Here's why - Colonial Tax Consultants is a rare breed. Their internal communication and overall systems must be in great shape, because regardless of who was helping me, everything flowed - always! I never had to repeat myself or get someone else to speed. They were always on top of things and kept me informed. Thanks to Colonial Tax's expertise and follow-through, I'm in the home stretch and on cruise control. In the end, they were able to reach what I felt was a fair agreement with the IRS and work out something sustainable for me. In addition, they found something else that I was NOT expecting and this really helped me out. Bonus! Colonial Tax Consultants... you're doing good work in the world. Thank you ALL for being my Super Heroes!

    Mary Gallagher, CPA

    Mary Gallagher, CPA

    (11 reviews)

    Southeast

    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.

    After my CPA stopped returning my calls, I asked Mary to prepare my taxes. I was grateful that she…read morelooked through the details of my small business expenses to make sure everything looked good and was on the up and up - a marked difference from what I was used to. Not only did she give me the confidence that my tax return was in proper order this year, she noticed some details that my old CPA missed the last year which translates to dollars missing in my pocket. Thank-you, Mary, for your attention to detail and inherent integrity.

    Kate M O'Dea, CPA

    Kate M O'Dea, CPA

    (7 reviews)

    Southeast

    I got my taxes extended for 2023 and of course I proceeded to procrastinate until the last minute…read more She was able to get me on path to turning my taxes in on time (obviously with the new deadline) and it was much appreciated. I have a condo that I was renting and it was the first time I was doing taxes for it. She made the process very easy. We took care of my taxes over the weekend too.

    First of all Kate is an excellent CPA, she is thorough, thoughtful, and honest. It is immediately…read moreapparent that Kate holds an immense amout of knowledge and experience, and has never bat an eyelash at any of the unusual things I've thrown her way. She's gotten my returns done on time, even when I'm late, she charges less than any other CPAs I've hired/met. Which, I want to point out that while her price has been lower, and that's great, the value she has added to my life is immensely more; and paying her is something that I'm happy to do, even when im owing to the IRS. She's pragmatic, positive, and has always responded to my (usually last minute) requests with "I've got you covered", and does it. While it shows through as a professional, Kate is really a wonderful human being. She genuinely cares about you as a person, I've never felt that I've just been a tax client. Not even close. For many of us, tax time is uncomfortable at best and for some, just plain miserable. *Raises hand*. Again for many people, taxes are incredibly personal, far beyond your salary and if you have a dependent. Your tax return puts your year (and all its highs and all its lows) in the spotlight. Your tax return is a reflection of you, and not many people, preparers, and much less both, possess the means to present you in the best light like Kate does.

    Casa Colorado - realestatesvcs - Updated September 2026

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