We are a virtual firm with staff that works out of home or virtual offices. Our client communication takes place via Zoom video conferences, email, or phone calls.
Please see “How We Work” for more details.
Steve Trojan, CPA
Steve Trojan is a CPA, licensed in the states of Colorado and Illinois, and has over 30 years of experience dealing with small and mid-sized companies. He started his firm in 2002 in Illinois and moved to Colorado to start a location in Boulder, CO in 2015.
His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, service-based companies, and consulting. He focuses his time on tax and financial planning for small business and their owners, cash flow improvements, profit improvement, business planning & forecasting, start-ups & acquisitions and general business coaching. Steve is a financial planner and the owner of Flatiron Wealth Advisors, LLC.
Steve is a graduate of the University of Colorado Business School. In his spare time, Steve enjoys growing hot peppers, learning guitar, Italian, German, and personal finance.
Sarah is our administrative support person and you may deal with her frequently about such things as submitting your documents to us, setting up your portal, getting your tax return to you, scheduling appointments and other activities.
Sarah lives in Erie with her two children. She enjoys gardening, painting and creating home decor. She has a background in Payroll, Bookkeeping and Human Resources.