Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Aspen, CO
Founded in 1964, Reese Henry has established itself as Aspen's oldest and largest accounting and consulting firm. Our commitment to honesty, integrity, and impeccable service has allowed us to serve a global client base including high-net-worth individuals, businesses, and family groups. We combine traditional values with modern innovation, utilizing current technologies while maintaining the personalized attention that larger firms often lack. Our team of experienced professionals delivers customized solutions for complex financial challenges, fostering deep relationships built on trust and technical expertise. We specialize in tax services, audit and financial reporting, business advisory, personal CFO services, and transaction consulting.With offices in Aspen and Carbondale, Colorado, we continue the legacy of our founder, Reese H. Henry, Jr., by participating actively in the communities we serve. Our culture emphasizes work-life balance, ensuring our professionals can provide exceptional service while maintaining personal fulfillment. Clients benefit from our proactive approach, receiving practical real-world solutions tailored to their unique needs. We serve industries ranging from real estate and nonprofit organizations to privately held companies and international investors. Our 60-year history demonstrates our ability to adapt to changing financial landscapes while maintaining the foundational principles that have made us a trusted partner.
Services
Tax Services
Audit & Financial Reporting
Business Advisory
Personal CFO Services
Transaction Consulting
Family Office Accounting
Estate Tax Planning
IRS Controversy Resolution
Business Succession Planning
International Tax Services
Details
- Year established: 1964
Highlights and features
- We have 60 years of experience serving high-net-worth clients globally
- Our team includes specialists with expertise in international taxation and real estate markets
- We combine personalized attention with cutting-edge financial technology
- Our professionals maintain deep industry knowledge across multiple sectors
- We prioritize long-term client relationships built on trust and integrity
Associations and certifications
- Certified Public Accountants
What people say
Personalized attention
Deep industry knowledge
Proactive approach
Exceptional technical expertise
Long-term relationships
Services
Tax Services
Our tax professionals provide comprehensive preparation, planning, and consulting services for individuals, businesses, and estates. We specialize in transactional structuring, international taxation, and IRS controversy resolution while maintaining compliance with evolving regulations. Our team utilizes advanced analysis tools to optimize tax outcomes for clients across multiple jurisdictions.
Audit & Financial Reporting
We deliver independent audit, review, and compilation services for diverse industries including real estate, nonprofits, and private companies. Our attestation services ensure financial transparency for stakeholders while maintaining compliance with regulatory requirements. Specialized expertise covers condo associations and complex business entities requiring reliable financial reporting.
Business Advisory
Our proactive advisory services include succession planning, cash flow management, and strategic business growth consulting. We provide M&A due diligence, valuation analysis, and operational reporting solutions tailored to business owners' long-term objectives while maintaining personalized financial guidance.
Personal CFO Services
We offer customized financial management solutions for high-net-worth individuals and families, including trust administration, retirement planning, and wealth transfer strategies. Our services integrate tax planning with investment review and private foundation management to optimize personal financial operations.
Transaction Services
Our transaction experts provide valuation analysis, due diligence, and tax-efficient deal structuring for business acquisitions and real estate transactions. We specialize in like-kind exchanges, cost segregation studies, and risk management solutions tailored to Colorado's dynamic market conditions.
People
Kelly Boggs
Certified Public Accountant
Experienced CPA with extensive background in public accounting and business consulting services for high-net-worth clients.
Nick Chimerakis
Certified Public Accountant
Specializes in tax planning and business advisory services with deep expertise in Colorado's real estate market.
Ryan Marshall
J.D., LL.M in Taxation
Tax attorney with specialized knowledge in complex tax planning and international taxation matters for businesses and individuals.
Peter Pendergast
Certified Public Accountant
Seasoned accounting professional with expertise in audit services and financial reporting for private companies and nonprofits.
Christopher Severson
Certified Public Accountant
Experienced in business advisory and transaction services with focus on mergers and acquisitions due diligence.
Questions
What accounting services do you offer for high-net-worth individuals?
We provide personal CFO services, estate tax planning, trust administration, and wealth transfer strategies tailored to individual needs.
How do you handle international tax compliance?
Our specialists offer cross-border tax planning, foreign entity structuring, and compliance services for international investors and businesses.
What payment methods do you accept?
Clients can pay through ACH transfer or credit card via our secure online portal with transparent fee disclosure.
How can I access my financial documents securely?
Our client portal provides encrypted file exchange, account access, and document management for secure client collaboration.
What industries do you specialize in?
We serve real estate entities, nonprofit organizations, private companies, and high-net-worth families with industry-specific expertise.
Do you offer business succession planning services?
Yes, our business advisory team provides comprehensive succession planning and buy-sell agreement development for business owners.
