We are a virtual firm with staff that works out of home r 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. Steve is a Certified Tax Coach with The American Institute of Certified Tax Planners.
His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, electronics, and consulting. He focuses his time on tax preparation and tax planning for small business and their owners, cash flow improvements, profit improvement, business planning & forecasting, start-ups & acquisitions and general business coaching. Steve is also a Certified Tax Coach with The American Institute of Certified Tax Planners.
Steve is a graduate of the University of Colorado Business School. He was a tax and accounting counselor at the Small Business Development Center in Illinois where he counseled clients interested in learning about starting or expanding their business. In his spare time, Steve enjoys growing hot peppers, learning guitar, Spanish, German and trading the stock market
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.