Where do you want to go? We'll get there, together. 

Welcome, I’m John Gerlick, a CPA in Englewood, Colorado. We understand that individuals face unique challenges as they gather information for tax preparation. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to understand the tax system or just want someone else to do it for you, our personalized service focuses your needs, wants, goals and objectives. We also have an "unfair advantage" by having 45 years experience in tax preparation that allows us to analyze the tax implications of all financial decisions.

We also help you with the daunting task of starting a business.  Schedule a conference to discuss the various choices of entities and find what is best for your situation.  We then help you with the tax compliance and licensing issues by applying for Federal and State ID numbers.  We can then help you set up your accounting system that works for you.

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through life's transitions. 

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Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Our team of professionals have years of experience in tax and accounting services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Have a Question?

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