Business Details
25 Years
experience
Trusted CPA Services for Individuals & Businesses
Megan C Malone CPA is a small, professional accounting office with over 20 years of experience serving businesses and individuals. Our expertise spans income tax preparation, consulting, bookkeeping, and resolution of IRS issues, with specialized knowledge in 1031 exchanges and multi-state returns. We serve diverse clients including contractors, real estate professionals, retailers, engineers, restaurants, physical therapists, home health agencies, and artists. Our approach combines technical proficiency with personalized financial analysis to identify tax savings opportunities. We prioritize clear communication using accessible language rather than industry jargon.Our commitment extends beyond transactional services to helping clients understand their financial position for informed decision-making. With a focus on accuracy and timeliness, we provide tailored solutions for tax preparation, business start-ups, and ongoing financial management. Our local presence in Glenwood Springs enables direct client engagement through in-person consultations. We maintain active memberships with the AICPA and COCPA to stay current with evolving tax regulations. Our dedication to professional excellence is matched by our genuine desire to help clients achieve financial clarity and business growth.
Services
Tax Preparation
Bookkeeping
IRS Resolution
Business Consulting
Payroll Services
Multi-State Returns
Tax Planning
Financial Analysis
Details
- Year established: 2001
Highlights and features
- 20+ years of public accounting experience with specialized tax expertise
- Personalized financial analysis beyond standard tax preparation services
- Active AICPA and COCPA memberships maintaining professional standards
- Proven track record with diverse client industries including real estate and healthcare
- Direct client communication using clear, non-technical financial explanations
Associations and certifications
- AICPA
- COCOA
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including federal and state returns. Our expertise covers complex filings for contractors, real estate professionals, and multi-state operations. With 20+ years of experience, we ensure accurate submissions while maximizing legitimate tax savings opportunities through detailed financial analysis.
Bookkeeping
Our full-service bookkeeping maintains accurate financial records through regular reconciliations and reporting. We handle payroll processing, bank transaction tracking, and financial statement preparation. This ongoing service provides real-time business performance insights while ensuring proper documentation for tax planning and compliance requirements.
IRS Resolution
We assist clients with IRS and state tax agency issues, including back taxes and amended returns. Our approach combines regulatory knowledge with negotiation skills to resolve collection matters. We develop payment plans and represent clients during audits while implementing preventive measures for future compliance.
Business Consulting
We offer strategic financial guidance for business start-ups and growth planning. Services include entity selection, tax projection modeling, and operational financial systems implementation. Our consulting helps businesses maintain proper records for tax purposes while identifying efficiency improvements and growth opportunities.
Payroll Services
We manage complete payroll processing including tax withholding calculations and regulatory filings. Our service ensures compliance with federal and state requirements while handling wage disbursements and year-end reporting. We maintain up-to-date knowledge of changing employment tax regulations to protect businesses from potential penalties.
People
Megan C Malone CPA
Certified Public Accountant
CPA with 20+ years of public accounting experience, specializing in tax preparation and business consulting. Member of AICPA and COCPA, graduated with honors from New Mexico State University in 1998. Provides personalized financial solutions for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax planning, financial statement preparation, and business consulting services tailored to small business needs.
Do you handle complex tax situations?
Yes, we specialize in multi-state returns, 1031 exchanges, and IRS resolution cases with over 20 years of experience in complex tax matters.
Are you available for in-person consultations?
Yes, we offer face-to-face meetings at our Glenwood Springs office located at 1001 Grand Ave., Suite 301.
What industries do you work with?
We serve contractors, real estate professionals, healthcare providers, retailers, engineers, restaurants, and creative professionals with industry-specific tax knowledge.
How do you stay current with tax regulations?
We maintain active AICPA and COCPA memberships, participate in continuing education, and attend industry conferences to stay updated on tax law changes.
