ATLAS CPAs & Advisors PLLC

Advisors That Listen And Serve

Accounting firm in Lafayette, CO (show on map)

ATLAS CPAs & Advisors provides comprehensive accounting, tax, advisory, and operational services across multiple states.

Call (303) 440-4711

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About

ATLAS CPAs & Advisors, founded in 2010, is a regional firm that merged seven accounting offices to offer a broader service range. Headquartered in Colorado and Arizona, it now spans 25 locations across Colorado, Arizona, Iowa, Illinois, Wyoming, Texas (CMMS), Ohio, and California.

The firm provides holistic advisory and business operational services, including coaching, entity structure planning, cash flow planning, business operations, human capital management, strategic planning, investment advisory, risk management, IT, and communications. ATLAS emphasizes attentive, client-focused service reminiscent of a small local firm while offering extensive national reach and expertise.

Holistic advisory and operational services

Nationwide presence with local firm care

Comprehensive service suite including tax, accounting, advisory, and IT

Services

Tax Services

Handles tax preparation, planning, and compliance to allow clients to focus on growth.

Tax preparation Tax planning Compliance

Audit & Assurance

Provides independent examination of financial statements to ensure accuracy and compliance.

Financial statement audit Internal audit Compliance review

Accounting Solutions

Offers comprehensive accounting services to keep clients out of daily financial weeds.

Bookkeeping Financial reporting Payroll

Healthcare Advisors

Specializes in healthcare industry financial and operational advisory services.

Regulatory compliance Financial planning Operational efficiency

Investment Advisory

Offers investment management and planning services to optimize client portfolios.

Portfolio management Risk assessment Retirement planning

Insurance Services

Provides comprehensive insurance solutions tailored to client needs.

Risk assessment Policy selection Claims management

Credentials & Certifications

CPA

Since 2005

Enrolled Agent

Since 2010

Tax Specialist

Since 2015

Frequently Asked Questions

What sets ATLAS CPAs & Advisors apart from other firms? +

ATLAS emphasizes personalized, attentive service reminiscent of a small local firm while offering extensive national reach and expertise across multiple states.

How does ATLAS handle client payments? +

ATLAS accepts ACH or checks for cash/check pricing, which includes a 3% discount. Card payments are charged at the standard price with a 3% surcharge. Payments are due upon receipt, with a 18% late fee after 30 days and a $35 NSF fee for returned payments.

What industries does ATLAS serve? +

ATLAS serves a wide range of industries including medical, dental, legal, engineering, real estate, agriculture, construction, food & beverage, and local government.

Where are ATLAS offices located? +

ATLAS has offices in Arizona (Northwest Phoenix, Scottsdale, Tucson), Colorado (Colorado Springs, Denver Metro, La Jara, Longmont, Pueblo, Westminster, Woodland Park), Illinois (Marion), Iowa (Cedar Rapids), Ohio (Akron, Canton, Cincinnati East, Cincinnati West), Texas (Amarillo, Floydada, Levelland, Lubbock, Plainview), and Wyoming (Casper). Additionally, there are California locations in Colusa and Marysville, and a San Diego office.

What is the history of ATLAS? +

ATLAS was founded in 2010 when seven accounting offices across Colorado and Arizona merged to offer a broader service range. Since 2019, it has expanded to 25 locations across multiple states, providing holistic advisory and operational services while maintaining a client-focused approach.

How does ATLAS ensure data privacy? +

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