Meet Our Team

Colorado Springs CPAsTax and Business Consultants

Posted May 28, 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-

 

 

Your Team

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!)-

 

Pod A

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Tina Watson, CPA, CFP
Senior Partner

Bio / Expertise

Rachael Weber, CPA
Tax Manager

Bio

Terry Bryan, CPA
Tax Senior

Bio / Expertise

Lana Rollins
Tax Senior

Bio

colorado springs cpa
Pat Herrera, EA
Sr. Staff Accountant

Bio

Emily Roberts
Staff Accountant

Bio

Colleen Kern, CPA
Staff Accountant

Bio

Cherri Hazlett
Office Manager

Bio

     
Jodi Protsik
Pod Assistant

Bio

     

 

Pod B

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Michelle Day, EA
Tax Manager

Bio / Expertise

Kimberly Hopkins, EA
Tax Senior

Bio

Brian Baum, CPA
Tax Senior

Bio

Marchyll Jones
Sr. Staff Accountant

Bio

Roberta Bertrand, EA
Tax Senior

Bio / Expertise

Shawntelle Taylor, EA
Staff Accountant

Bio

Erin O’Connell
Pod Assistant

Bio

Amy Cooley
Admin Assistant

Bio

 

Pod C

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Sally Rhoades, CPA, CFP
Partner

Bio / Expertise

Sarah Hintz, CPA
Tax Manager

Bio / Expertise

Santiago Norte, EA
Tax Senior

Bio

Jerrod Aud
Staff Accountant

Bio

 
Joseph Bassett
Staff Accountant

Bio

Christi Norman
Pod Assistant

Bio

Jennifer Brady
Pod Assistant

Bio

 

 

Payroll Team

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Stephanie Torgerson
Payroll Manager

Bio

Lauren Huitt
Payroll Specialist

Bio

Rock Star
Staff Accountant
Apply for Position
 

 

Business Development and Wonderful Support Peeps

colorado springs cpa
Jason Watson
Managing Partner

Bio / Expertise

Amanda Rowles
Business Development

Bio

Latesha Carter
Business Development

Bio

Karen Pleshek
Admin Assistant

Bio

     
Shawn Jolley
Admin Assistant

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!