Things Suck! Inflation is going down, but our pocketbooks are still feeling it...
--A Note from Cathy about Our Services--

Individual Tax Services:

Are you overwhelmed? Feeling defeated? Just doing your taxes will never be your solution. And that's how we separate ourselves from the retail competition. We do an excellent job with your taxes, and we go the extra mile, helping you plan for next year along the way.

While tax season is only a few months, I spend the entire year immersed in tax law, ready to help you get every penny you deserve. For example, itemized deductions are back this year for individuals, and bracket adjustments mean more of your money will be taxed at a lower rate.

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

• We go a step further, helping you plan the next year, with attainable goals in mind
• Continuously educated about changes in tax law.
• Personalized, flexible, and timely service.
• All refunds come directly to you, with absolutely NO unnecessary delays.
• Receive consistently accurate, reliable representation.
• Up-front pricing and personability, unlike our online competitors. (No retainer! You pay when your return is complete!)

Some places I can help:

• In-person, phone, and Zoom meetings.
• Draft review sessions to go over everything before filing.
• A secure cloud-based file transfer.

Business Taxes:

Are you feeling squeezed? We're all struggling to carve out a living. Costs are still out of hand, and customers are hesitant to engage in new expenses. I will sit with you and work through overhead and expenses and fine-tune your business plan to make ends meet.

I know costs feel like they're getting out of hand, and I'm feeling it too! I'm keeping up with all the recent tax changes, and -- whether you’re just starting out or struggling to adjust -- I can help.

There are new transparency rules for 2023 taxes! They affect you, they are quite serious, and I'm on top of it.

Having over forty years of experience with the local financial landscape gives me the flexibility to think out of the box to help you start or grow your business. Savvy business owners need to be nimble, and they should have a financial planner who is standing 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:

• Getting a handle on how to approach inflation, so it doesn't have to be "scary" anymore
• Help in reframing and restructuring your business expenses
• How to pick the correct taxing vehicle under the new transparency rules
• 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:

What (the heck) is financial coaching?!? People don't seem to know! It's simple. It's looking through your finances together, and making changes where necessary to make your goals a reality. We educate you along the way, with strategies targeted to your phase of life. And we do it better, more thoroughly, more personally, and with far fewer privacy concerns than those darn apps.

Everything feels up in the air right now! The best way to proceed is not through your taxes but with a bit of education and some planning.

These rising costs are scary and unmanageable by yourself. It is my passion to help, and I’d love to help you regain control. Planning today can make your financial resilience attainable.

Through financial coaching, I will help you look ahead, and help you reach the goals you're still entitled to -- children, houses, cars, trips, a good life.

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

Some places I can help:

• How to get ahead of inflation
• 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, I'm here to serve and to help, because that's where my passion is. The key to my success is your success! Please don't hesitate to reach out.

Love,
Cathy

Our Services

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

Contact Us
Online or In-Person

In-person:

Contact:

Phone: (303) 774-8788
Email: 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