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Meet Our Team

Tax and Business Consultants

The Watson CPA Group is not a group of tax preparers or number crunchers- we are tax and business consultants and our firm will take you through the cycles of your personal and business lives. Many accountants are only compliance oriented, and while IRS compliance is critical, being proactive is equally important.

 

Not every business runs the same or has the same needs. We want to ask the appropriate questions, listen, and develop a game plan that works for you. Topics such as entity structure, health insurance, retirement planning, executive fringe benefits, 401k and profit sharing plans, educational assistance programs, health reimbursement arrangements and accountable plans are just some of the areas that define the form and function of today’s business. Square pegs don’t go in round holes- we’ll find the right solution for you and your business.

 

Moreover, our goal at the Watson CPA Group is to always prepare comprehensive and accurate financial reports, filings and tax returns, but equally important is your understanding of how this stuff “works”. To the extent necessary, we want you to be comfortable with your tax and accounting world so together we can successfully plan for your future.

 

Client Portals

The Watson CPA Group also embraces technology by utilizing secure client portals and online submit forms to exchange documentation. However, we remain committed to direct delivery, face-to-face interactions and personal relationships with our clients. We are Colorado Springs CPAs but provide nationwide tax and accounting service, including small business consultation.

 

Here is your Watson CPA Group team-

 

Tina Watson, CPA, MBA
Senior Partner

Tina Watson became a Certified Public Accountant in 2003. Tina has both a Bachelor’s and Master’s in Business Administration and consults with a variety of small businesses including Defense Contractors.

 

Tina takes pride in helping her client understand how the numbers come together. She believes that the extra time spent with a client illustrating the mathematical nuances helps everyone better understand their business.Tina also provides divorce litigation and mediation support for family law attorneys. Download CV here.

 

As a mother of three and avid tennis player (4.5 baby!), Tina still finds time to enjoy traveling, exercise and the occasional moment of downtime (which is like a unicorn).

 

 

IMG_2785 Jason Lo ResJason Watson, EA, CDFA, MBA
Managing Member

Jason Watson is a small business consultant specializing in LLCs and S Corporations including entity structure, self-employment taxes, health insurance issues and retirement planning. He is quick to point out that while some basics cover all situations, every business is truly unique.

 

He is also a financial expert witness, a Certified Divorce Financial Analyst and Financial Advisor with the One Call Capital Group, a Colorado registered investment advisor firm. Download CV here.

 

Jason was an airline pilot for 17 years with United Express flying primarily in and out of Aspen. He has owned two small businesses in the past and holds both a Bachelor’s and Master’s in Business Administration from the University of Wisconsin – Madison. Amazing he made it out alive. To add to the fun, Jason also likes dirt biking, boating in Wisconsin, hiking the incline and cooling off with a Mike’s Harder Blood Orange (don’t laugh until you have one).

 

 

IMG_0167 Sally lo resSally Rhoades, CPA
Tax Manager

Sally began her tax career in 1988 with Ernst and Young (never heard of them, are they big?) in Nashville and became a CPA licensed in Tennessee in 1989. For 10 years, she followed her Air Force husband all over the world and was a full-time mother of two and a volunteer at various Air Force tax assistance offices. She has lived in Belgium and Germany and has deep experience with expat and military residency issues. Sally joined Watson CPA Group in early 2014 and became a licensed CPA in Colorado.

 

In her spare time, she enjoys camping, tailgating at Air Force football games, and spending time with her two teenagers and husband.

 

 

IMG_2704 Mayzie Lo ResMayzie Brown, CPA
Tax Manager

Mayzie Brown became a CPA in Colorado in 2011. In 2002, she earned her BS in Accounting from the University of Colorado right here in Colorado Springs. She loves numbers, but her true love is taxes! Mayzie has been a part of the Watson CPA Group tax team for three years, but also handles all the S Corporation payroll processing.

 

Mayzie worked for the IRS for seven years prior to joining Watson CPA Group. We forgive her for this (no, really!) and her unique perspective has proven invaluable when tackling a tax return. Outside of work Mayzie has a happy, busy life with her husband and their two active boys. She enjoys musicals, concerts, and travel.

 

 

IMG_2647 Amanda Lo ResAmanda Rowles
Business Development

Amanda will be the first to tell you she loves organization, efficiency and a fast-paced environment. This brought her to Watson CPA Group during tax season and she never left! Amanda has become an addition to the year-round team as an onboarding liaison and a business development team member. During her day she wears many hats and enjoys moving from one project to another.

 

In her personal life Amanda loves to spend time with her family, friends and animals. She also loves to curl up with a good book and her cat, usually with some kind of snack nearby. Seriously, during snow storms we all raid Amanda’s desk drawers. Peach Rings, Yum!

 

 

IMG_2647 Amanda Lo ResMandy Anderson
Office Manager

No, your eyes are not playing tricks. And No, we do not have two Amanda’s. Mandy has just be elusive on the photo thing. Similarly to Amanda, Mandy came to us for a tax season as a tax return preparer, and never left. She has a Bachelor’s from University of Georgia (Go Dawgs) and a Master’s in Health Administration from University of Alabama. Mandy is also our flight crew liaison and handles all the per diem calculations for our pilots and flight attendants, and helps prepare tax returns.

 

As a mother of two and a military wife, Mandy stays busy running the house and running the Watson CPA group office. Please don’t ask her about blue margaritas- it is a sore spot.

 

 

Alerion Business Solutions

Doug Davidson operated his own accounting firm from within the Watson CPA Group offices. Yeah, it’s weird to have a competitor roaming your halls, but accountants and attorneys seem to work well in a collaborative yet independent environment. In July of 2015, the Watson CPA Group decided to shift our focus to tax preparation, small business consultation and financial planning. Therefore it made a ton of sense to utilize our professional relationship with Doug by transitioning our accounting and payroll to his team.

 

Yes, we are independent but we also share the same space and talk about clients behind their backs- always in the interest of doing the best we can for you, collectively.

 

Doug Davidson, CPA
Senior Partner, Alerion Business Solutions

Doug has been a Certified Public Accountant for more than a decade and began his accounting career in Baton Rouge, Louisiana. As a recent transplant to Colorado Springs, he prefers the accounting and payroll worlds over the tax world. Doug brought his own payroll service to plug into the Watson CPA Group which functions as a joint venture for the benefit of our clients.

 

Yes, he is a huge LSU fan. Yes, he is a huge Saints fan. And he also holds the record for having the most non-matching monitors on a single desk.

 

Thuy Squires
Staff Accountant, Alerion Business Solutions

Thuy needs to give us her biographical information. Then again, she is very busy and is very soft-spoken. It might be a while.

 

 

IMG_2695 Brooke Lo ResJessica Niles
Staff Accountant, Alerion Business Solutions

Jessica is one of the rare accountants who just loves accounting. Not for the money. Not for the glamor. Just the pure pleasure of debits and credits, and making it all come together in financials are just as useful as organized.

 

The mother of five hopes to sit for the CPA exam very soon, and in between all the excitement you’ll fund Jessica hustling a game of pool. Look out!

 

 

Heather Bannister
Staff Accountant, Alerion Business Solutions
Heather is a dedicated professional with more than a decade of accounting experience. Adept at interpersonal skills, she is highly trustworthy, ethical and discreet, committed to exceptional customer service and driven by challenges. Confident and poised in interactions with all ages and levels of individuals. Detail-oriented and resourceful in spearheading, organizing and completing projects.

 

In her downtime Heather enjoys volunteering with dog rescues, spending time with her family,  camping and hiking.

 

Independent Consultants and Advisors

The Watson CPA Group collaborates with a wide variety of independent professionals to add depth and comprehensiveness to our client interactions. The following consultants and advisors maintain their practice alongside your Watson CPA Group team.

 

Tony Rossi
Attorney, Rossi Law

Tony Rossi is an asset protection lawyer and focuses on estate planning including Medicaid, veteran’s benefits, special needs planning and wealth management. His prior experience also includes family issues such as divorce, child custody and guardianship.

 

Tony’s focus on elder law helps middle-aged clients assist Mom and Dad in finding solutions for retirement and the costs of being retired. Tony is also a mortgage broker specializing in reverse mortgages when it makes sense for the client.

 

Tony is a Certified Veteran’s Administration attorney, trained by the National Institute of Trial Advocacy, and also is a Certified Medicaid Planning Attorney

 

 

John Stone
Insurance Advisor, Stone Assurance
John Stone is a life and disability insurance specialist and focuses on debt elimination, funding estate tax and special needs obligations, as well as business life insurance needs such as key person coverage and buy/sell funding strategies for business owners.

 

John also specializes in lifestyle and income protection needs, as well as business applications of disability including buy/sell funding and key person coverage. John attended West Point and holds Bachelor’s and Master’s degrees from Marshall University in West Virginia.

 

Divorce Attorneys

A unique specialty for the Watson CPA Group is our financial analysis and consultation for divorces. There are many issues divorcing couples do not consider, and not all divorce lawyers understand. We assist in valuing marital property, providing projections from various solutions and mediating financial arguments. If you or someone you know is considering divorce, please use a divorce financial analyst to ensure assets are being properly documented and separated.

 

We have seen too many divorce settlement agreements which appear perfect on paper actually create financial disaster several years later.

 

Also, we work closely with four Colorado divorce lawyers who are physically in our office. Please visit our divorce planning portal for more information.

 

 

Expectations of our Clients

We select our clients on two important criteria. First, we expect our clients to be open, honest and responsive in communication. Second, we only accept clients who view our partnership as a collaboration, where our challenges and successes are shared.

 

 

Location

Our address is 9475 Briar Village Point Suite 325, Colorado Springs, 80920 which is located in the Briargate area on the northeast corner of Briargate Parkway and Chapel Hills Drive. We understand that location can be very important to you- please know that we are dedicated to adding convenience to your tax and accounting needs and your busy life.

 

 

Parking

Since we share the building with physicians and dentists, parking can be a challenge. There is a parking garage on the north side of our building and there are spaces typically available in the overflow lot in front of Marco’s Pizza. Parking is free of course.

 

 

Convenience

As you make your trip to our offices, remember that we have 7-Eleven, Back East Bar and Grill, Salsa Brava,Marco’s Pizza and Lulu’s Yogurt all within a few feet of our building. In addition, there are physicians, dentists, massage therapists and chiropractors on the campus.

 

And don’t forget the Shoppes at Briargate just down the road. Make the Watson CPA Group your one-stop shop for your tax and accounting needs, your appetite and your errands.

 

We look forward to working with you!

 

The Watson CPA Group Team

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