Business Details
13 Years
experience
Your Trusted Partner for Accounting and Financial Planning Solutions
Drewnowski, Magda CPA is a full-service accounting firm serving clients throughout the Crested Butte area, dedicated to providing highly personalized and professional services and guidance. With over 12 years of experience, the firm specializes in accounting, tax preparation, financial planning, and business advisory services for both individuals and businesses. The firm's commitment to personalized attention ensures clients receive tailored solutions that address their unique financial needs. By maintaining a small, boutique structure, the firm prioritizes one-on-one relationships and meticulous attention to detail. The team stays current on tax law changes and industry best practices to deliver accurate, reliable advice.Services include personal financial planning, retirement planning, estate planning, small business accounting, payroll, and IRS audit representation. The firm prides itself on transparency, ethical standards, and a client-centric approach that emphasizes long-term trust. Clients benefit from strategic tax planning, comprehensive financial analysis, and proactive guidance to achieve their financial goals. The firm's expertise extends to complex financial scenarios, including business valuations, succession planning, and cryptocurrency accounting. With a focus on precision and personalized service, Drewnowski, Magda CPA aims to simplify financial management for its clients.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Bookkeeping Services
Payroll
Tax Preparation
Cryptocurrency Accounting
IRS Audit Representation
QuickBooks Services
Details
- Year established: 2013
Highlights and features
- We have over 12 years of experience in accounting and financial planning.
- Our team provides personalized service tailored to individual client needs.
- We specialize in complex financial scenarios and tax-related challenges.
- Our boutique firm structure ensures one-on-one professional relationships.
- We offer free consultations to determine how we can best serve you.
Services
Personal Financial Planning
Develop comprehensive financial plans to achieve long-term goals. Periodically review strategies as life circumstances change. Integrate tax planning with investment and retirement strategies. Evaluate estate and trust tax approaches to preserve wealth. Analyze investment fees and portfolio risk to optimize returns while aligning with client objectives.
Retirement Planning
Create customized retirement strategies based on current financial status and future goals. Review Social Security benefits timing and income sources. Determine optimal retirement account distributions. Develop budgeting plans to ensure financial security in retirement. Provide guidance on lump-sum vs. monthly payment options for retirement funds.
Estate Planning
Design estate plans to allocate assets according to client wishes. Periodically update plans as family situations evolve. Implement gift tax strategies to minimize liabilities. Coordinate business succession planning and trust administration. Prepare estate and fiduciary tax returns while ensuring compliance with current tax laws.
Small Business Accounting
Provide comprehensive accounting solutions for small businesses. Generate financial reports and analyze cash flow. Prepare budgets and strategic tax plans. Set up accounting systems and internal controls. Prepare business tax returns and financial statements. Offer outsourced CFO services to improve profitability and financial decision-making.
IRS Audit Representation
Offer expert representation during IRS audits and tax disputes. Resolve back taxes owed and payroll tax problems. Address IRS liens, levies, and wage garnishments. Develop payment plans for tax debt. Provide documentation and communication support throughout the audit process to ensure favorable outcomes for clients.
People
Magda Drewnowski
CPA
Magda Drewnowski is a certified public accountant with over 12 years of experience in accounting and financial planning. She specializes in personalized financial guidance for individuals and businesses in Crested Butte. Her expertise includes tax planning, estate planning, and business advisory services. Magda focuses on building long-term client relationships through meticulous attention to detail and a commitment to exceptional service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, tax preparation, business valuations, and strategic financial planning for small businesses.
Do you specialize in any particular industry sectors?
We serve construction, healthcare, hospitality, law firms, real estate, and restaurant industries with tailored accounting solutions.
How can you help with retirement planning?
We create customized retirement strategies, analyze Social Security benefits, and develop distribution plans to ensure financial security in retirement.
What estate planning services do you provide?
We offer asset allocation strategies, gift tax planning, trust administration, and business succession planning services for estate preservation.
Can you assist with cryptocurrency tax reporting?
Yes, we provide specialized accounting services for cryptocurrency transactions and tax compliance reporting.
Do you offer free initial consultations?
Yes, we provide free consultations to discuss your accounting, tax, or financial planning needs.
