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December 10, 2016

Virtual Clients

As technology changes, not everyone needs their CPA to be where they live or work. We have a growing client list located in other states besides where we have offices. Some of our clients don’t have a home base of their own, so location of their CPA firm is not important. Others were clients and moved and want to retain our services. And others are looking for a CPA firm that specializes in their niche, such as veterinarians, optometrists, dentists and others in the health and wellness field.

For these clients, we use technology to our advantage by the use of portals, emails, QuickBooks online and remote video or screen sharing meetings.

Our services include:

  • Virtual accounting and tax services
  • Financial statement preparation
  • Outsourced controller/CFO services
  • Bookkeeping
  • Accounting software set-up and support – QuickBooks and QuickBooks Online
  • Incorporations
  • Tax Planning
  • Personal financial statements
  • Business loan assistance
  • Budgets and financial projections
  • Business plan development
  • IRS Problem resolution
  • Debt restructuring
  • Succession planning
  • Mergers and acquisitions
December 10, 2016

Crystal Lake, IL

Crystal Lake CPAWelcome to Flatiron Advisors Tax and Accounting (previously known as SMT & Associates, Inc.), a Crystal Lake CPA firm. We provide tax and accounting services for small businesses and individuals with more complicated tax needs.

We have an experienced staff including CPAs with years of experience in dealing with tax, accounting, coaching and planning services for clients of all sizes.

Our full range of services include:

  • Tax preparation for business (corporate, partnership)
  • Tax preparation for individuals
  • Bookkeeping and accounting
  • QuickBooks setup, troubleshooting and training
  • Payroll services (through our sister company Complete Payroll, Inc.)
  • Business consulting and coaching
December 10, 2016

Boulder, CO

Boulder CPA FirmWelcome to Flatiron Advisors Tax and Accounting, a Boulder CPA firm located in Boulder, CO. We provide tax and accounting services for small businesses and individuals with more complicated tax needs.

We have an experienced staff including CPAs with years of experience in dealing with tax, accounting, coaching and planning services for clients of all sizes.

Our full range of services include:

  • Tax preparation for business (corporate, partnership)
  • Tax preparation for individuals
  • Bookkeeping and accounting
  • QuickBooks setup, troubleshooting and training
  • Business consulting and coaching

About our Boulder CPA firm

The Boulder, CO office was added as an additional office of SMT & Associates, Inc. in November 2015 and began doing business as Flatiron Advisors Tax and Accounting. It was Steve Trojan’s desire to relocate back to Boulder after spending 5 years in the 1980’s attending school at CU and working in Denver for a year. While we still have an office in northern Illinois, we serve our clients effectively using both offices. Our technology allows all of our staff to effectively communicate and work with clients wherever they may be.