Welcome to Flatiron Advisors
Flatiron Advisors is a Colorado-based virtual CPA firm. Since 2002, we’ve helped clients plan ahead instead of finding surprises at tax time.
Most of our clients are in Colorado, but we work with clients across the United States through secure video meetings and a client portal. Read more about how we work.
Who We Help
Most of our clients live in the Boulder area, and we serve clients nationwide.
Business Owners
Year-round tax planning for small businesses and their owners, including entity choice, owner compensation, retirement plans and year-end strategy. We work with many mental health professionals in private practice.
Employees with Stock Compensation
Planning for RSUs, ISOs, NSOs and ESPPs, so you know what you’ll owe before you vest, exercise or sell.
Rental Property Owners
Tax planning and preparation for rental property owners, including depreciation, passive loss rules, and planning for a future sale.
Tax and Financial Planning, Together
Many clients pair tax planning with financial planning and investment management through our affiliated firm, Flatiron Wealth Advisors, LLC, a registered investment advisor. Coordinating the two means investment, retirement and equity decisions are made with the tax impact in view.
