Steve Trojan is a CPA, licensed in the states of Colorado and Illinois, and has over 30 years of experience dealing with small and mid-sized companies. He started his firm in 2002 in Illinois and moved to Colorado to start a location in Boulder, CO in 2015. Steve is a Certified Tax Coach with The American Institute of Certified Tax Planners.
His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, electronics, and consulting. He focuses his time on tax preparation and tax planning for small business and their owners, cash flow improvements, profit improvement, business planning & forecasting, start-ups & acquisitions and general business coaching.
His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, electronics, and consulting. He focuses his time on tax preparation and tax planning for small business and their owners, cash flow improvements, profit improvement, business planning & forecasting, start-ups & acquisitions and general business coaching.
Services
With our efficient tax preparation services, save time and money and minimize your tax liabilities. Save time and have accurate books to run your business more profitably with our virtual bookkeeping services. We are QuickBooks Online experts and can get you started, maintain your books or train you and staff to maximize efficiencies.
Running a business can be a challenge. From choice of entity, how to handle your bookkeeping, saving on taxes and business cash flow, we can provide the financial expertise you need to be successful. Retirement plans solo 401k, SEP IRAs, cash balance plans, SIMPLE IRA and profit sharing plans. Financial analysis to help you understand the business better from a financial point of view.
We offer tax saving strategies and consultations through our tax planning service offerings. Work with Flatiron Advisors for proactive, year-round tax planning as part of your overall financial strategy. Active tax planning is a critical strategy for tax minimization. Our process begins with a thorough review and understanding of your current tax and financial situation.
Let us handle your tax preparation needs by using our virtual tax preparation services. Using state-of-the-art technology, we can serve clients all across the U.S. We are very experienced in the issues of business taxation, real estate, start-ups, small business, and more. Business tax preparation is our specialty.
As a small business owner, you have more important things to do than to keep your own books. We handle the bookkeeping for you, so you can get back to the job of growing your business and generating profits! These Boulder bookkeeping tasks form the solid foundation of your small business accounting system.
Reviews (8)
Rich Oppenheim
Jul 30, 2021
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Matt Banner
May 01, 2021
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The staff at Flatiron Advisors have consistently been very professional, prompt, courteous, and excellent communicators. My previous accountant closed her practice suddenly two years ago and Flatiron Advisors never lost a step in picking up where she left off and taking care of my tax needs efficiently. They have an excellent digital presence that allows me to access my documents anytime and complete any paperwork without having to leave my home. Highly recommended for business and personal tax needs.
Jaron Navarro
Apr 20, 2021
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Tribe Nawaar Marketplace & Classes
Apr 14, 2021
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Bryce Anderson
Sep 27, 2020
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Richard Young
Jul 02, 2020
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Our Experiences with Sarah and Steve have been great.
There's a delay at this time of year to get things rolling but they covered all my questions with one call and I was able to get my fillings done on time and my additional work covered as well. Extremely detailed instructions come back with your signing email and it's all done virtually which is perfect for me. Thanks much Flatiron Advisers! I'll talk to you next year!
There's a delay at this time of year to get things rolling but they covered all my questions with one call and I was able to get my fillings done on time and my additional work covered as well. Extremely detailed instructions come back with your signing email and it's all done virtually which is perfect for me. Thanks much Flatiron Advisers! I'll talk to you next year!
Chris Malley
Jun 30, 2020
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Hollis Hope
Aug 28, 2019
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