TAX AND ACCOUNTING SERVICES | (303) 774-8788

BASED IN LONGMONT | SERVING ALL OF COLORADO

CREATIVE ACCOUNTING SERVICES


GET GREAT, LOCAL TAX SERVICES
IN THE POST-COVID WORLD, WE CAN HELP YOU COME OUT ON TOP

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Doing Taxes Within the New Landscape
--A Note from Cathy about Our Services--

Tax Services:

I believe we've entered a new era and this will include taxes for today, tomorrow, and your future. While tax season happens for only a few months, we spend the entire year immersed in tax law, ready to help you get every penny you deserve. And that is especially important in this post-COVID world.

Moreover, when we meet, we can help you plot a path forward, to ensure that the pandemic leaves as little a mark on your finances as possible.

There is not a cookie-cutter plan for how to succeed, but together we can find a path to thrive, not just survive.

How we differ from our competitors, online and in-person:

  • Personalized, flexible, non-cookie-cutter service
  • All refunds come directly to you, with absolutely NO unnecessary delays in stimulus receipt
  • Receive consistently accurate, reliable representation

Some places I can help:

  • Contact-less phone and Zoom meetings
  • Safe in-office meetings with prior communication
  • Draft review sessions to go over everything before filing
  • A secure dropbox

Business Taxes:

Today’s businesses are entering a new and uncharted economic landscape. Whether you’re just starting out or trying to reopen smart, I can help.

Having over thirty years of experience with the local financial landscape gives me the flexibility to think out of the box to help you start and grow your business. A savvy business owner needs to be nimble, and they should have a financial planner that is right out there with them.

I can help you think creatively. And I can network you with other businesses -- a passion of mine -- because it’s moving forward together that will allow us all to survive and thrive.

Some places I can help:

  • Help in restarting and rebranding your business
  • How to pick the correct taxing vehicle
  • How to set up your company’s financial backbone
  • How to get people in your door
  • How to maximize your profits and your life without killing yourself in the process

Financial Coaching:

Welcome to post quarantine financial challenges.

Trying to figure out how to live your lifestyle now that quarantine is over? Out of savings? Maxed your credit cards trying to survive?

These questions are scary and the answers are hard to figure out by yourself. I’d love to help you find a successful way out of the mess. The international and national economic ramifications are just beginning and will take months, if not years, to correct. Planning today can make your personal financial recovery obtainable. Smart planning and follow-through can allow you to utilize the momentum generated during the nation’s efforts to rebound. So, you can be at the starting line before the gun goes off. The best place to be.

Through financial coaching, I will help you build a budget that allows you to address the mess left behind while allowing you to live your life.

These tips will be for you alone. Based on your needs. Your lifestyle. Your comfort. Your timeline. Only you can do the tough day to day “lifting”. But I can cheer you on and give direction, and keep you going towards your goals. I can help you access what’s the next logical step for you, for your needs and goals.

Some places I can help:

  • How to budget
  • How to invest, and where to invest
  • How to maximize your earning potential
  • When to say NO, and when to say YES

Ultimately, we are here to serve and to help, because that's where our passion is. The key to our success is your success! Please don't hesitate to reach out.

Love,
Cathy

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What Our Clients Say

OUR CLIENTS ARE GLAD THEY CHOSE US. YOU WILL BE TOO!

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Our Services

We help businesses and individuals with their accounting needs. See some of our services below.

Personal Financial Coaching

Through financial coaching we will help you build a budget that allows you to meet your goals, while allowing you to live your life.

We also help new adults learn the ropes!

Business Taxes and COVID Recovery

Today’s businesses are entering a new and uncharted economic landscape. Whether you’re just starting out or trying to reopen smart, we have over 30 years of experience to help with.

1040 & Corporate Tax Preparation

Since 1976, we have helped with Individual & Corporate Taxes. We can prepare every state return there is and deal with complicated scenarios.




Accounting & Writeup Assistance

Whether you're the DIY type needing a periodic look or you want us to do the lifting, our accounting services are for you.


Tax & Estate Planning

If you're the DIY type but want occasional help getting started, our phone support service is for you.






Incorporation & Partnership Setup

Just getting started? Great! We can help you choose the right entity type, get your foundation laid and you moving forward. 



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Meet Our Fearless Leader

Cathy Peterson cofounded Creative Accounting Services with her mom back in the 70's. We understand family-run businesses and have a special place in our hearts for those trying to realize their dreams. 

We work with clients that typically go to an H&R Block or Jackson Hewitt because of affordability. But, our clients get special, personalized treatment that the franchise guys cannot deliver. Our clients will tell you! No doing taxes in a grocery store here. 

Cathy leads Creative Accounting but also is the very person you will meet with. You go right to the top!

(303) 774-8788

Contact Us
Online or In-Person

In-person:

Contact:

Phone: (303) 774-8788
Ema
il: creativeacc55@gmail.com

Hours:

Monday—Friday: 9:00AM–5:00PM
Saturday: Varies During Tax Season

Address:

1977 Carr Court
Longmont, CO 80501
Link to Google Maps

Online or In-Person:

You can use the 'free consultation' button, and we'll email or call you back. Or click book now to schedule an appointment!

OR SCHEDULE ONLINE

Tax Prep | Boulder and Longmont
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