About Us & More

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aboutusTax 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. 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!)-

 

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Tina Watson, CPA, CFP
Senior Partner
Bio / Expertise
Jason Watson
Managing Partner
Bio / Expertise
Sally Rhoades, CPA, CFP
Senior Tax Manager
Bio / Expertise
Michelle Day, EA
Tax Manager
Bio / Expertise
Candace Avis, CPA, EA
Tax Manager, Pod A
Bio / Expertise
Sarah Hintz, CPA
Tax Manager, Pod C
Bio / Expertise
Amanda Rowles
Business Development
Bio
Lana Rollins
Tax Senior, Pod A
Bio
Brian Baum, CPA
Tax Senior, Pod B
Bio
Rachel Berry
Tax Preparer, Pod C
Bio
   
Nathan Hunt
Tax Preparer, Pod A
Bio
Marchyll Jones
Tax Preparer, Pod B
Bio
   

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Karen Pleshek
Admin Assistant
Bio
Cherri Hazlett
Admin Assistant, Pod A
Bio
Stephanie Torgerson
Admin Assistant, Pod B
Bio 
Shelby O’Donnell
Admin Assistant, Pod C / D
Bio 

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.

 

 

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.

 

Check out our new office building opening August / September 2019-

 

 

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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