Meet Our Team
Posted March 16, 2019
The Watson CPA Group is not only a group of Colorado Springs CPAs 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.
Nationwide Business Consultants
Yes, we are a bunch of Colorado Springs CPAs but we do most of our business (over 80% in fact) outside of Colorado. How? The Watson CPA Group 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. 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.
Join Our Team
The Watson CPA Group is continuously looking for professionals to join our team of business consultants and tax return preparers. We offer benefits such as flexible work hours including work from home, health insurance reimbursements through an HRA, 401k, disability insurance, among others. We have a fun atmosphere and are closed on Fridays from May thru November. Here is a link to our current positions and associated applications-
We have 30 people working for you; not too big, not too small. Goldilocks would be happy. Additionally, we chop ourselves up into Pods so that each team is functioning as a mini firm within a firm. This allows more intimacy of each client’s unique needs. On the outside, your house is just like anyone else’s house; four walls and a roof. But the colors, floor coverings, furnishes, beer selection, etc. is what makes you unique. We have firm-wide systems and procedures to ensure quality and accuracy, but that is simply the foundation for us to build upon. Relationships, closeness, understanding, communication, seeing clients as people, etc. are the things that we remain focused on and dedicated to.
Here is your Watson CPA Group team (what a good looking bunch!)-
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
|Michelle Day, EA
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.
Areas of Expertise
|Rock Star, EA
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
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.
|Roberta Bertrand, EA
Roberta Bertrand Bio
Roberta has been doing taxes and accounting for as long as she can remember. She was raised by a CPA and joined the business her senior year of high school. Roberta went on to earn her Registered Tax Return Preparer license followed by her Enrolled Agent license from the IRS while running a full service accounting business! She is excited to be joining Watson CPA Group, and looks forward to the new opportunities this will bring.
Roberta has been married to her high school sweetheart for 22 years! They have 2 beautiful daughters, 2 amazing sons, 1 hard-working son-in-law, and 1 adorable grand-daughter. Roberta enjoys hiking, traveling, camping, riding her horses, or cuddling with her cats.
Areas of Expertise:
Sr. Staff Accountant
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.
Jerrod Aud Bio
Sarah Roam Bio
Sarah Roam is originally from St. Louis and moved to Colorado Springs in 2017. She completed her Bachelor’s Degree with a major in Child Development from Central Methodist University in 2017. Sarah has spent the last year working in early childhood education and development. While she loves the work, Sarah is ready to expand her business knowledge and join the Watson CPA Group as a tax admin.
Sarah loves spending time with her family, which consists of her boyfriend Sean and her dog Sky. In her personal time, she enjoys painting or working on puzzles. She also looks forward to camping or traveling each year in the pursuit of new life experiences.
Marjorie Brandon Bio
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 (could they be any different?) After being a stay-at-home mom for 6 years, she rejoined the workforce in 2016 and has never looked back.
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 plopping on the couch and binge watching Netflix.
Lauren Huitt Bio
Lauren attended college and began her career as a teacher in Dallas, Texas. When she and her husband moved to Colorado Springs in June 2018 she was ready for a change in both the scenery and in her career! Lauren brings her experience in data collection, record maintenance and organization in a fast-paced environment to the Watson CPA Group team. From teaching high school science to researching to now supporting Pod B, Lauren strives to bring excellence to all she does.
When she’s not focused on the job, Lauren loves to travel both domestically and internationally. Her goal is to visit every National Park in the United States, and she’s at 18 so far (only 40 to go)! She also describes herself as a foodie, with a passion for baking desserts.
Apply for Position
Business Development and Wonderful Support Peeps
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!