Zick Business Advisors Inc

Accountant in Englewood, CO (show on map)

5.0

★★★★★

1 reviews

Colorado CPA firm founded in 1971, providing tax preparation, planning, business valuation, and ESOP services for closely held businesses and high net worth individuals.

Call (303) 758-9167

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About

Zick Business Advisors, Inc. is a Colorado professional corporation of Certified Public Accountants, IRS Enrolled Agents, and Certified Valuation Analysts, founded in 1971. The practice is primarily focused on the needs of closely held businesses and business owners, as well as high net worth individuals.

Services include income tax preparation and planning for businesses, individuals, trusts, and estates; business valuation services; and consulting. The firm is an expert in working with companies which maintain qualified Employee Stock Ownership Plans (ESOPs) and their Plan Trustees. In fact, they are an employee-owned ESOP company themselves — the first CPA firm in Colorado to implement an ESOP-based ownership structure.

Founded in 1971 — over 50 years of experience

First CPA firm in Colorado to implement an ESOP-based ownership structure

Team of CPAs, Enrolled Agents, and Certified Valuation Analysts (CVAs)

Certified in Financial Forensics (CFF) expertise available

QuickBooks Certified ProAdvisor on staff

Over 40 years of ESOP valuation experience

Employee owned since 2001

Services

Tax Preparation and Planning

Comprehensive income tax preparation and planning for businesses, individuals, trusts, and estates. The firm focuses on small business owners and their companies, high net worth individuals, oil & gas entities, real estate related entities, family investment partnerships and LLCs, and trusts and estates.

Individual Tax Returns Business Tax Returns Trust & Estate Tax Tax Planning

Business Valuation

Business valuation services including ESOP-related valuations, fairness opinions, and pre-ESOP feasibility studies. Team includes multiple Certified Valuation Analysts (CVAs) credentialed by NACVA who are also licensed CPAs.

ESOP Valuation Fairness Opinions Pre-ESOP Feasibility Annual Appraisals

ESOP Services

Comprehensive ESOP consulting for companies, their Trustees, and prospective ESOP companies. Services include valuations for acquisitions of stock by ESOP Trusts, annual IRS/DOL required appraisals, and fairness opinions.

ESOP Valuation Trustee Advisory ESOP Feasibility Studies Fairness Opinions

QuickBooks & Bookkeeping Services

QuickBooks implementation and support (Desktop/Network and Online versions), accounting and bookkeeping services, including assistance for clients with complex energy investments.

QuickBooks ProAdvisor Accounting Services Bookkeeping Support

Gift, Estate & Other Valuations

Valuation services for gift and estate purposes, including estate tax planning and compliance.

Gift Valuation Estate Valuation Trust Valuations

Exit Planning & Business Consulting

Exit planning services and business consulting for owners looking to transition their businesses.

Exit Planning Business Transition Strategic Advisory

Credentials & Certifications

Certified Public Accountant (CPA)

IRS Enrolled Agent

Certified Valuation Analyst (CVA)

Certified in Financial Forensics (CFF)

QuickBooks Certified ProAdvisor

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What types of clients does Zick Business Advisors work with? +

The firm focuses on closely held businesses and business owners, high net worth individuals, and companies with ESOPs. They also work with oil & gas entities, real estate entities, family investment partnerships, LLCs, trusts, and estates.

Does Zick Business Advisors have ESOP expertise? +

Yes, they are experts in working with ESOP companies and their Plan Trustees. They are also an employee-owned ESOP company themselves — the first CPA firm in Colorado to implement an ESOP-based ownership structure.

What professional credentials do the team members hold? +

Team members include CPAs, IRS Enrolled Agents, and Certified Valuation Analysts (CVAs). Some also hold Certified Valuation Analyst (CVA) credentials from NACVA and Certified in Financial Forensics (CFF) from AICPA.