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Charles Walters & Associates

Certified public accountant in Golden, CO (show on map)

Golden, CO CPA firm offering tax preparation, tax consulting, and business valuation services for closely held businesses since 1988.

Call (303) 421-4105
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Charles Walters & Associates website

About

Charles Walters & Associates PC is a Certified Public Accountants firm in Golden, Colorado founded in 1988. The firm specializes in serving closely held businesses and their respective owners.

Services include tax management services (income tax returns for business, trust, personal or estate), tax consulting (income tax returns, trust/estate/retirement taxes, tax law changes), and business valuation through NACVA membership. The firm goal is to assist clients in achieving their financial goals by guiding them through tax planning and preparation decisions with strategic planning that minimize tax liabilities and maximize goals.

Founded in 1988 - 35+ years serving closely held businesses
Both CPAs and Certified Valuation Analysts (CVA)
Multi-state CPA licensing (Colorado, Arizona, Kansas, Missouri)
NACVA membership for professional business valuations
CGMA credential for global management accounting
Firm goal of client partnership and mutual success

Services

Tax Management Services

Preparation of income tax returns for business, trust, personal or estate. Goal is to assist clients in achieving their financial goals through strategic planning that minimizes tax liabilities.

Business tax returns Trust tax returns Personal tax returns Estate tax returns Strategic planning

Tax Consulting

Advisory services on income tax returns and wide range of financial matters including trust, estate and retirement taxes. Assists clients in managing tax situation by capitalizing on tax deductions and staying current with tax law changes.

Tax situation management Deduction maximization Federal and state tax law updates

Business Valuation

As a member of the National Association of Certified Valuators and Analysts (NACVA), the firm performs business valuations for business entities and individuals with professional quality and industry standards.

NACVA membership Professional quality standards Business and individual valuations

Business Transaction Consulting

Guidance throughout business transactions to properly represent client positions. Assists in analyzing and evaluating transactions to guide clients, mitigate risks, and increase overall return.

Transaction analysis Risk mitigation Return optimization

Credentials & Certifications

Certified Public Accountant (CPA)
Since 1978
Certified Valuation Analyst (CVA)
Chartered Global Management Accountant (CGMA)
Since 2012
NACVA Member

Frequently Asked Questions

What services does Charles Walters & Associates PC offer? +

The firm offers tax management services (preparing income tax returns for business, trust, personal or estate), tax consulting (advisory on income tax and financial matters including trust/estate/retirement taxes), business valuation (through NACVA membership), and business transaction consulting (guidance through business transactions to mitigate risks and increase returns).

What are the credentials of the team at Charles Walters & Associates? +

Both Charles Walters and Brian Walters are CPAs and CVAs (Certified Valuation Analysts). Charles has been a CPA since 1978 in Colorado, Arizona, Kansas, and Missouri. Brian has been a CPA since 2000 in Colorado and Arizona, and is also a Chartered Global Management Accountant (CGMA). Both are members of relevant professional organizations.

Where is Charles Walters & Associates PC located? +

The firm is located at 16145 Table Mountain Parkway, Golden, Colorado 80403. Phone: (303) 421-4105, Fax: (303) 421-0488.

When was Charles Walters & Associates PC founded? +

The firm was founded in 1988 to service closely held businesses and their respective owners.

Contact Charles Walters & Associates

Charles Walters & Associates
Category
Certified public accountant
Wheelchair Accessible
Call (303) 421-4105

Opening Hours

Sunday
Closed
Monday
8 am–5 pm
Tuesday
8 am–5 pm
Wednesday
8 am–5 pm
Thursday
8 am–5 pm
Friday
8 am–5 pm
Saturday
Closed

Location

Location of Charles Walters & Associates, 16145 Table Mountain Pkwy, Golden, CO 80403 · View on Google Maps

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Get in Touch

Ready to work with Charles Walters & Associates?

Reach out today to schedule a consultation.

(303) 421-4105

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