CPA and accounting firm in Lakewood, Colorado
SBA CPA's Lakewood office, on Union Boulevard in the west metro, gives local business owners, professionals and families a full-service CPA team close to home, backed by the depth of a six-office Colorado firm.
- Address
- 225 Union Blvd, #150
Lakewood, CO 80228 - Phone
- 720-535-8640
- info@thesbacpa.com
Serving the west metro
Lakewood sits between downtown Denver and the foothills, and its business community reflects that position. Along the Union Boulevard and Sixth Avenue corridor, near the Denver Federal Center, you find professional and medical offices, consulting firms and other service businesses. Around Belmar and the city’s commercial corridors, retailers, restaurants and personal service businesses serve the neighborhoods that stretch from Wheat Ridge to Morrison.
Our Lakewood office works with all of them. For professional practices, the questions are often about structure and owner pay, such as whether an S corporation election makes sense and what a reasonable salary looks like. For retailers and restaurants, the work centers on clean monthly books, sales tax filings and payroll. For organizations that receive government grants, it can include government grant accounting and the cost tracking those agreements require.
Who we work with in Lakewood
The Lakewood team serves owner-run businesses across many industries, including professional practices, retailers, restaurants, construction and trades and service businesses. Many clients are also individuals and families who want a CPA to handle their returns, plan for retirement or respond to a tax notice. Because business and personal taxes are closely connected for owners, we plan them together. For example, an owner’s salary, retirement contributions and the timing of a large equipment purchase all affect the same personal return, so it helps when one team sees the whole picture before year-end rather than after it.
When a client needs something more specialized, such as an assurance engagement for a lender, a business sale or help with a complex IRS matter, colleagues from our other five offices join the work. You keep the same local relationship and the same records, without having to start over with a new firm.
Getting started
Most clients begin with an introductory call with our client services team. That conversation covers what you need, the scope of the work and whether we are a good fit. Advice begins once an engagement is in place, and if we are not the right match for what you need, we will say so. From there, you can meet the Lakewood team in person, by video or by phone, and share documents securely through our client portal whenever it suits you.
The full firm, from your local office
- Tax planning and preparationYear-round planning for owners and their businesses, not just a return in April.
- Tax resolution and IRS representationNotices, back taxes, audits and payment plans, with representation before the IRS.
- Accounting and bookkeepingClean monthly books, sound systems and cash flow you can see coming.
- Virtual CFOForecasts, KPIs and a seat at the table for decisions that move profit.
- Business consultingOperations, pricing and growth plans grounded in your own numbers.
- Payroll and HRPayroll Plus: on-time pay, filed payroll taxes, benefits and compliance.
- Mergers and acquisitionsBuy-side diligence, valuation support and exit planning.
- Business acquisition due diligenceFor buyers: test the seller’s numbers before you sign, and plan the first year.
- AssuranceReviews, compilations and the controls lenders and investors look for.
- Government grant accountingGrant tracking and reporting that holds up to scrutiny.
- Nonprofit accountingForm 990s, exemption filings and books built for boards and funders.
Questions about our Lakewood office
Does the Lakewood office work with individuals as well as businesses?
Yes. The Lakewood team prepares individual returns and plans taxes for professionals, retirees and families, as well as handling business accounting, payroll and tax work.
Can you help if I have received an IRS or Colorado tax notice?
Yes. Our tax resolution team reviews the notice, explains what it means and can represent you before the IRS. Bring the notice to your introductory call so we can scope the work quickly.
How do I get started with the Lakewood office?
Schedule an introductory call or request a proposal online, or call the office directly. Our client services team scopes the work and introduces you to the Lakewood CPAs who will handle it.
Work with our Lakewood team
An introductory call with our client services team covers your needs, the scope of work and fit. Advice begins once an engagement is in place.