Mary Flanigen Smith, CPA
 
Saving you money, giving you peace of mind

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Expertise. Peace of mind. Courtesy of Mary Flanigen Smith, CPA.

 

 

 

  • Tax return preparation and planning for trusts, individuals, and businesses, including those in a multi-state environment;
  • Tax dispute resolution;
  •  Management consulting including budgeting, forecasting, and analysis;
  • Business and asset valuation analysis;
  • Accounting issues related to start-up companies and established businesses;
  • Litigation Support Services

We offer a full service staff prepared to answer your questions, find solutions to your concerns, and ready to schedule a no-cost initial consultation at our office. 

  • Individual, Fiduciary and Business Tax Preparation and Planning

    We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

    But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

    At Mary Flanigen Smith, CPA, we offer full service financial support and year-round consultations for your individual needs. We can provide the insight you need to plan for tax preparation, and assure you benefit from all the deductions you deserve.

      
  • Accounting Services
    Our firm is dedicated to helping you grow your business and realize financial gain through a complex system tailored to your company needs. In today's competitive markets, businesses must be able to respond to the companies changing needs.  Our firm provides a full range of cost effective accounting services including the following:
  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, Quarterly or Annually)
  • Accounting system setup for new businesses
  • Quickbooks consulting 

 

  • Estate, Retirement and Education  Planning
    We all strive for financial freedom and the security it can give our future. Are you planning your retirement, are you building real security with your stock options, have you invested wisely to avoid extra taxation, is your 401(k) working for you or should you have a Roth IRA investment? For the financial answers you need now, we offer consultations.  With the ever-changing tax laws, it may be time to review your investment options and realize the true peace of mind you have earned.

      

Abigail Morgan SmithAbigail Morgan Smith is planning for her future.  She probably won't get to play ball for the Rockies but she may be an Accountant!!  Her Colorado 529 plan and her Education IRA are growing tax deferred while she dreams of her future!

 

 

 

 

Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis. Services are structured to meet the diverse needs of our clients and include:

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Mary Flanigen Smith, CPA provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.  We do not sell investment products to assure our independence in the review process.  However, we have several advisors that we work with on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Required Minimum Distributions
  • Estate and Business Succession Planning
  • Insurance Consulting

Litigation Support Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court.  Our level of competence allows us the opportunity to function as expert witnesses in such cases.

We are unique in having provided expert witness services to the U.S. Attorney's Office and Internal Revenus Service in past years.  We now provide those services in defense against IRS.  We also provide litigation support involving various financial disputes.