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Marilyn L Newton, EA

5.0 (4 reviews)

Services - Marilyn L Newton, EA

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Marilyn is the best. She is organized and super fast. She is the best financial person I have ever had.

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Phuong La, EA

Phuong La, EA

(10 reviews)

Union Square, Financial District

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

Next Level Accounting & Tax - Keith Huggett, CPA

Next Level Accounting & Tax

(3 reviews)

If you're looking for a tax firm in Colorado that actually treats you like a person and not just a…read morefile number, Next Level Accounting & Tax (NLATI) is it. I've been using them for my personal taxes and the service is unbeatable. Keith really knows his stuff. He took the time to explain the 'why' behind the numbers and found significant tax savings that my previous tax prep missed. We even mapped out a proactive planning strategy for the coming years so I'm not playing catch-up every April. Allyson is also incredible--she stays on top of all the communication and keeps everything moving smoothly. It's rare to find this level of high-end expertise with such a friendly, family-run vibe. 10/10 recommend Keith and Allyson!

I am so glad I found Next Level Accounting & Tax (NLATI) right here in Colorado! Dealing with taxes…read moreis usually a headache, but Keith and Allyson have made the entire process seamless and actually empowering. Keith is a complete professional. He didn't just file my personal taxes; he took the time to do a deep dive into my situation and found significant tax savings that had been missed in previous years. What I appreciated most was his forward-thinking approach--he helped me develop a solid strategy for planning in the coming years, so I finally feel like I'm ahead of the game instead of just reacting to tax season. The customer service is where they truly shine. Allyson is incredible! She's organized, proactive, and so responsive. She makes the onboarding and document process incredibly easy and is always there to answer questions with a personal touch. It is rare to find a firm that offers this level of high-end financial strategy while maintaining a friendly, family-run feel. If you're in Colorado and looking for a team that will truly look out for your best interests, I can't recommend Keith and Allyson at NLATI enough!

Marilyn L Newton, EA - taxservices - Updated July 2026

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