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.
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. While most of our clients are primarily in California, Nevada, Colorado, Texas, the Midwest, Florida and New England, we serve business owners in all 50 states including Washington D.C.
Here is your Watson CPA Group team (what a good looking bunch!)-
|Tina Watson, CPA, CFP
Bio / Expertise
Tina Watson Bio
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 financial planning and investment strategies as the Principal of SFD Capital, a registered investment advisor firm. Tina manages Pod A.
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).
Areas of Expertise
Bio / Expertise
Jason Watson Bio
Jason is a small business consultant specializing in LLCs and S Corporations including entity structure, self-employment taxes and retirement planning. He is quick to point out that while some basics cover all situations, every business is truly unique. He is the author of Taxpayer's Comprehensive Guide to LLCs and S Corps. Jason manages Pod B.
He is also a financial expert witness primarily in divorce matters, prepares business valuations and is a financial planner with SFD Capital, a registered investment advisor firm. Download CV here.
Jason was an airline pilot for 17 years and a BBA and an MBA from the University of Wisconsin – Madison. Amazing he made it out alive. He is also recently passed the CPA exam is awaiting licensure as a California CPA. To add to the fun, Jason also likes dirt biking, hiking the incline and cooling off with Ruby Red infused Whiskey mixed with diet sweet and sour (getting old stinks).
Areas of Expertise
|Sally Rhoades, CPA, CFP
Senior Tax Manager
Bio / Expertise
Sally Rhoades Bio
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. Sally heads up Pod C.
In her spare time, she enjoys camping, tailgating at Air Force football games, and spending time with her two teenagers and husband.
Areas of Expertise
|Michelle Day, EA
Bio / Expertise
Michelle Day Bio
Michelle began her career in the United States Air Force where she was a Command Lead and Manager of Computer Operations. From there she’s worked for a handful of tax and accounting firms culminating 25 years of cross-functional expertise in business consultation, financial analysis, strategic planning and tax preparation.
She is an Enrolled Agent with IRS and a Certified Fraud Examiner. She assists Jason in divorce litigation support and financial analysis. Instead of “show me the money” it becomes “where’d the money go?”
When she’s not a work, Michelle enjoys reading, spending time with her loved ones including her four-legged family member, cooking, watching movies, and dark chocolate.
|Candace Avis, CPA, EA
Tax Manager, Pod A
Bio / Expertise
Candace Avis Bio
Candace is a licensed CPA in Colorado, as well as an Enrolled Agent with the IRS. She graduated from Colorado State University with a double major in Accounting and Finance. She has owned and operated a local CPA firm providing tax and accounting services. Candace specializes in business consulting, financial and tax planning.
When not at work, Candace enjoys spending time with her family, playing golf, and tennis.
Areas of Expertise
|Sarah Hintz, CPA
Tax Manager, Pod C
Bio / Expertise
Sarah Hintz Bio
Sarah graduated from Northern Arizona University in Flagstaff with a Bachelor of Science in Accountancy, and has over 15 years of experience in accounting and finance. She recently returned to public accounting after a stint working in tax compliance at Colorado College and the University of Wyoming.
Sarah had a small tax and accounting practice (she couldn’t give up tax preparation completely!). She holds an active CPA license in Colorado.
In her spare time Sarah enjoys spending time with her daughter and her four rescue dogs, transporting other rescue dogs to safety, and traveling. She likes to stay active with kickboxing (instructing periodically), and swimming and running.
Areas of Expertise
Amanda Rowles Bio
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 four years ago and she never left! Amanda has become an addition to the year-round team as a business development team member. During her work day she wears many hats and enjoys moving from one project to another.
In her personal life Amanda enjoys spending time with her family, friends and animals. She also loves to sing or curl up with a good book, her dog and her cat, usually with some kind of snack nearby. Seriously, during snow storms, we all raid Amanda's desk drawers. Peach Rings, yum!
Tax Senior, Pod A
Lana Rollins Bio
Lana retired from a long career full of accounting and finance for 35 years for a Colorado Springs defense contractor, and at one time was actually the boss of one of our CPAs (hint: not Brian)! She doesn’t let that go to her head though and continues to work for the Watson CPA Group as a Tax Senior preparing corporate and personal tax returns on Tina’s team (Pod A).
Lana’s passions in life include rescuing cats in her sanctuary (Yes, Tina and Jason were hustled into taking a massive cat named Mocha), remodeling her 70-year old home, swimming and spending time with her daughter and granddaughter.
|Brian Baum, CPA
Tax Senior, Pod B
Brian Baum Bio
Brian has recently graduated from UCCS with a double Bachelor’s degree in Accounting and Finance. He is currently enrolled working on his Master’s degree. Brian has recently received his credentials from the state of Colorado and is officially a CPA.
Brian joined the Watson CPA Group team as a business consultant, but willingly takes on any task he is handed. He enjoys navigating the complexities of setting up payroll accounts and assisting with reasonable salary recommendations for S Corp owners. Brian is a Tax Preparer on Jason's team (Pod B).
In his spare time Brian enjoys reading, playing chess and has just jumped into the real estate market as the proud owner of a duplex.
Tax Preparer, Pod C
Rachel Berry Bio
Rachel came to Watson CPA Group through the spring internship program of UCCS, where she is finishing up her Bachelor’s degree in accounting. While she had a few offers, she felt that Watson CPA Group stood out with a unique work atmosphere and great leadership. Her attention to detail and can-do attitude shone during tax season, and she has joined the ranks as a full-time staff member.
Rachel will be starting her Master’s classes this coming fall, and she will be beginning the process to become a licensed CPA this summer. She has always had a desire to learn more, do better, and grow to be the best she can be.
When not working Rachel spends her free time with her animals, playing, exploring, napping, and generally spending time together, whether Rachel wants to or not!
Tax Preparer, Pod A
Nathan Hunt Bio
Nathan has successfully completed his first season with Watson CPA Group as a tax preparer on Tina’s team. The quality of his returns combined with his high work ethic made him an obvious choice to join our team year-round.
Nathan is currently taking both graduate and undergraduate classes at CU Denver. He plans on getting his CPA license, and will be taking his first round of tests in December. Before deciding on accounting as a career, Nathan worked in real estate flipping houses, representing buyers and sellers, and even purchasing his own rental properties, and found that he was most interested in the investment side, especially the tax implications.
When he’s not flipping a house or preparing tax returns, Nathan enjoys fly fishing and exploring new places every chance he gets.
Tax Preparer, Pod B
Marchyll Jones Bio
Marchyll joined our team after attending a University of Colorado at Colorado Springs career networking night and has worked as a seasonal tax preparer on Jason’s team (Pod B) for the last three years. Marchyll is always willing to help out, including assisting with payroll and helping the admin team when needed. She has since graduated from UCCS with a Bachelor of Accounting and is on the CPA track. She loves the variety of projects working at a CPA firm provides, as well as the opportunity to learn something new every time she comes to work!
Marchyll is a Colorado native and newlywed (congrats!). In her time away from the office, you can find Marchyll reading a book, watching a movie, or enjoying a motorcycle ride with her husband.
Karen Pleshek Bio
Karen retired after 28 years as support staff in the education field at the high school level. Karen has worked for the Watson CPA Group for several tax seasons as an administrative assistant, and enjoyed it so much she decided to stay on part-time in the off-season - gives her a reason to get out of sweats twice a week!
In her free time she loves to play golf (as long as no one’s keeping score), reading a good crime or suspense novel, working in her yard and prowling around thrift stores for good finds. She has 2 grown daughters and 5 grandchildren ranging in ages from 10-17.
Admin Assistant, Pod A
Cherri Hazlett Bio
When Cherri first saw that ad for Watson CPA Group, she dismissed it as a hoax, since it was right in the middle of tax season. Luckily she responded and joined our team at the height of the season. She was able to jump right in, since she had 8 years of experience working a previous CPA firm.
Cherri is a jack of all trades, having worked previously in banking, as a real estate agent, and has even owning her own hair salon! She enjoys working with taxes because of the versatility of the industry and she is always learning different aspects of the financial world.
Away from the office Cherri enjoys traveling with her husband and an occasional round of golf. Her family is all here in town with the exception of her daughter who is in the Navy (so proud!). She enjoys reading, working out in the yard, and having her 4-year-old granddaughter over to play.
Admin Assistant, Pod B
Stephanie Torgerson Bio
Stephanie joined our team after tax season was already in progress, and immediately stepped up to the plate! She knew Watson CPA Group worked at lightening speed when she had applied, interviewed and been offered a position within 18 hours, and she hasn’t let up yet!
Before joining the Watson CPA Group full-time Stephanie considered a career in Victim’s Advocacy or Accounting. She has an AA in Criminal Justice and was a stay-at-home mom for 6 years. She rejoined the workforce in December 2016 as a receptionist and has been able to balance her home and work life.
In her free time (does it count as free time when you have 3 kids?), she and her husband stay busy supporting their children at their classes, lessons and even through temper tantrums. When she does find a rare moment, she enjoys binge watching TV.
Admin Assistant, Pod C / D
Shelby O'Donnell Bio
Shelby came to the Watson CPA Group after 4 ½ years in the banking industry and has been able to put her superior customer service and organizational skills to work. You might recognize Shelby as the bubbly voice on the other end of the phone, ready to help however she can.
Shelby and her husband moved from Texas to Colorado through the military, and with a new location she was ready for a new career. Her skills immediately added to our admin team and has continued to expand her role by taking over the admin manager position and assisting with business development.
When Shelby isn’t working, you can find her reading, binge watching Netflix, or cuddling with her cat on the couch.
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. Click on the button below to learn more about our client reviews and how we define ideal client relationships.
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.
Check out our new office building opening August / September 2019-
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.
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