JCP Financial, Inc.

Accountant in Lakewood, CO (show on map)

2.3

★★☆☆☆

12 reviews

Denver-based accounting and consulting firm serving small-to-medium-sized businesses and individuals for over 34 years with tax, accounting, and financial planning services.

Call (303) 987-3626

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About

JCP Financial Services, Inc. offers a full range of financial services to help clients save time, money, and reduce stress. The firm specializes in supporting small-to-medium-sized businesses and individuals with accounting, tax, and consulting services.

They also work in specialty service areas such as real estate strategy, business planning and succession, tax counseling, and review of financial products that could reduce taxable income. Founder Carl Johnson has been a Financial/Accounting Consultant since 1987 and is an Enrolled Agent authorized to represent clients before the IRS since 2004.

Over 34 years of experience

Enrolled Agent (unlimited IRS representation rights)

Serves 80 small businesses and 426 individual tax clients

MBA in Finance/Accounting from Regis University

Full array of accounting and consulting services

Services

Tax Preparation & Planning

Comprehensive tax preparation and planning services for individuals and businesses. Services include federal and state tax returns, tax planning, and IRS representation.

Federal and state tax preparation Tax planning IRS representation Enrolled Agent representation

Accounting Services

Full-service accounting including audits, reviews, compilations, financial statements, and management advisory services.

Audits, reviews, and compilations Financial statements Management advisory services Payroll services

Business Consulting

Strategic business consulting including entity selection, buying/selling a business, and business planning.

Business entity selection Business buying/selling advisory Business planning Succession planning

Payroll Services

Complete payroll processing and management services for businesses.

Payroll processing Tax withholding management Payroll tax filing

Estate & Trust Tax Preparation

Estate and trust tax preparation and planning services.

Estate tax preparation Trust tax returns Estate planning support

Financial Analysis

Comprehensive financial analysis and planning services for individuals and businesses.

Financial analysis Investment review Retirement planning Insurance planning

Credentials & Certifications

Enrolled Agent (EA)

Since 2004

Regis University MBA Finance/Accounting

Since 1987

Northern Michigan University BS Business/Accounting

Since 1980

Reviews

Rating

2.3

★★☆☆☆

Reviews

"Every year JCP does my taxes, they pay for their service and then some."

Frequently Asked Questions

What services does JCP Financial offer? +

JCP Financial offers accounting software selection and implementation, audits, reviews and compilations, bookkeeping, business consulting, business entity selection, buying or selling a business, estate and trust tax preparation, financial analysis, financial statements, IRS representation, management advisory services, notary public, payroll services, retirement planning, sales tax services, and tax preparation and planning.

Who is the founder of JCP Financial? +

Carl Johnson is the founder of JCP Financial Services, Inc. He has been a Financial/Accounting Consultant since 1987 and is an Enrolled Agent authorized to represent clients before the IRS since 2004. He has an MBA in Finance/Accounting from Regis University.

How long has JCP Financial been in business? +

JCP Financial has been serving clients for over 34 years, with Carl Johnson operating as a Financial/Accounting Consultant since 1987.

How many clients does Carl Johnson serve? +

Carl Johnson currently manages/reviews accounting operations for 80 small businesses and provides tax planning and preparation services for 426 individual tax clients.

What is Carl Johnson's educational background? +

Carl Johnson has an MBA in Finance/Accounting from Regis University (1987), a BS in Business/Accounting from Northern Michigan University (1980), and completed core requirements at Bay De Noc College (1977).

What is an Enrolled Agent? +

An Enrolled Agent is a federally authorized tax practitioner who has unlimited rights to represent taxpayers before the IRS. Carl Johnson has been authorized to represent clients before the IRS since 2004.

Does JCP Financial offer IRS audit representation? +

Yes, as an Enrolled Agent, Carl Johnson can represent clients before the IRS in audit matters and other tax-related proceedings.

What is PK Roth? +

PK Roth is an innovative retirement solution for children that can be fully deductible for federal and state income taxes. It is a $1 million retirement solution designed as an alternative to 529 educational plans, life insurance, investments, and other traditional approaches to retirement.