We are a full-service accounting firm providing individual and business tax planning, preparation, filing, accounting, audit, and a wide range of specialty services including estate planning and Quickbooks training. Our business consulting group provides solutions that result in business growth, maximum performance, and ease of operations.
Our key objective is to ensure that our clients do not miss opportunities to maximize wealth (individuals) and owner value (businesses). Our planned process allows our clientele to gain the peace of mind that comes from knowing where they are, where they are going and how to get there. First established in 1992 and located in Boulder, Colorado, we have built an unparalleled staff with the skills, knowlege, abilities, and experience necessary to address the needs of a wide range of clientele. We welcome any questions or comments you may have. Feel free to contact us at any time.
Tax and Accounting Services
Do you have tax questions or need your taxes prepared? Are you looking for an ongoing relationship with professional advisors including Certified Public Accountants (CPA) and experienced financial advisors? We provide your complete solution. We endeavor to build a cordial relationship that continues through the year rather than just at year end.
Personal Tax: We recommend solutions to legally minimize tax. Our services include strategic tax planning, asset transfers, estate and trusts, tax return preparation and filing.
Business Tax: We suggest that our clients meet with us periodically during the year to evaluate and project the tax consequences for the year and to maximize tax. Services include strategic development, implementation support, progress reviews, business tax return preparation.
Accounting and Attest Services include audited, reviewed and compiled financial statements and other special reports. While most organizations request these services to meet the requirements of a third party, their usefulness is often undervalued and overlooked.
Specialty Services: In addition to traditional accounting services, there are times when we are called upon to provide other specialty services including:
Business Consulting Services
The DLJ Business Consulting group is a division of Doty, Lyle and Jones, LLC. We help companies and organizations realize opportunities and achieve their full potential. Our business and management consulting services provide solutions that result in business growth, maximum performance, and ease of operations. We work with businesses at all phases of development.
Business Formation: Entity Selection, Buy-Sell Agreements, Financial Forecasting, Due Diligence, Funding and Financing
Business Growth: Foundation and Entity Check, Current Performance and Financial Analysis, Delivery Capacity, Architecture for Growth, Core Values (Mission, Vision, Values & Beliefs), Professional Development
Business Maturity: Business Stabilization, Key Employee Retention, Deferred Compensation Plans, Succession Issues
Owner Exit: Assess Business Value, Orderly Intergenerational Transitions for Family Owned Businesses, Development of Exit Strategies, Maximizing Business Value