About Us
Wilklow & Associates CPA PC came into existence from the desire to service businesses regardless of their size.
Our values include:
Integrity â We are consistently open, honest, trustworthy, respectful, ethical, and we make things right.
Learn, Educate and Innovate â We are continually pursuing learning, growth, and simplification for our clients, our industry, and our business in general.
Teamwork â We are team players and pride ourselves on an effective work/life balance.
Professional â We are welcoming and go the extra mile to deliver on our promises.
Communication â We teach and talk to our clients in âplain languageâ and respond within 24 hours.
Customization â We customize our services to our meet our clientâs needs.
Loyalty â We strive to build relationships with our current and potential clients.
Community â we love our community and are dedicated to giving back to those in need.
Wilklow & Associates, CPA PC â Firm license number 12154; responsible party: Susan Wilklow
Meet the Team
Susan Wilklow
CPA, PC
Susan Wilklow is the president of Wilklow & Associates, CPA PC. She received her B.S. in Accounting from Indiana University of Pennsylvania before moving to Colorado. In 1989, she became a certified public accountant in Colorado, CPA number 11854. In 1996, Susan graduated from the University of Denver with her Masterâs in Business Administration, graduating Magna Cum Laude.
Nancy L. Palmer
CPA
Nancy joined the Trinidad, Colorado team of Wilklow & Associates in February, 2014.
Nancy has experience in individual, business, and estate taxes and tax planning including expert witness in divorce and loss of income cases. She is also proficient in accounting and bookkeeping as well as being a consultant to advise you efficiently in your business operations. Nancy is a graduate from the University of Maryland, European Division, Magna Cum Laude in Business and Accounting. She started her career in public accounting in 1981 at a CPA firm in Texas. She earned her CPA, and continued working in public accounting until 2004 â CPA License: 25327, when she turned her attention and skills to run multiple family businesses. In 2006, Nancy began her transition to Southern Colorado and received her Colorado CPA license.
Keith Pearce
CPA, CFPÂź, PFSâ
Keith Pearce is a graduate of the University of Houston. For over 30 years, Keith has been working with clients to deliver highly effective tax planning strategies and compliance services. Keith spent a combined 10 years at the Big Four accounting firms of Deloitte, EY, and PriceWaterhouseCoopers. During those years he worked in the Personal Financial Services group of each firm, providing sophisticated tax, financial and estate planning services to high-net worth individuals, family groups, and corporate executives. He understands that each client is unique, and his ability to learn about their concerns and goals allows him to provide a truly customized approach. In addition to the CPA credential, Keith is also a Certified Financial Planner (CFPÂź) and maintains his designation as a Personal Financial Specialist (PFSâ ) through the AICPA. Keith and his wife of 28 years live in a rural part of Colorado along with their three daughters and assorted farm animals.
Melissa Cruz
Melissa Cruz joined the firm in 2019. She earned her Master of Science in Accounting from the University of Colorado Colorado Springs (UCCS). Before beginning her accounting career, Melissa proudly served in the United States Navy for 10 years, with duty stations in Pearl Harbor and San Diego. Originally from New Mexico, Melissa has made Colorado Springs her home. Outside of work, she enjoys spending time with her husband and two children, exploring all that Colorado has to offer, and trying new foods.
Patience Dowell
Patience joined our team in August of 2021. She has a Bachelor of Arts in Accounting with a minor in Business Administration from Catawba College in North Carolina and a Master of Science in Accounting (MACC) concentrated in taxation from the College of Charleston. Patience is a certified Enrolled Agent, EA, with vast experience in personal and business tax returns, IRS communication and representation. Patience enjoys hiking, running, and being outdoors.
Heidi Tooker
Heidi joined the team in the Fall of 2020 as our Front Desk receptionist and has now transitioned into the position of Client Development Coordinator after spending two years as Office Manager. She brings with her 10+ years in office administration in the public sector and 20+ in the public accounting field. Heidi and her husband Michael enjoy their country life in nearby Peyton with their two Maine Coon âchildrenâ and small flock of chickens.
Kelsey Therrien
CPA, United States
In 2022, Kelsey became a new addition to the Wilklow crew and quickly established herself as a very capable and valuable team player. Kelsey received her Bachelor of Business Administration with a Major in Accounting from the University of Regina in Saskatchewan, Canada in 2019 when she also earned her Chartered Accountant license in Canada. In 2024, Kelsey became licensed in Colorado with her CPA license. Kelsey has extensive experience in the public accounting field, including experience in tax preparation, tax planning, and accounting services. Kelsey enjoys playing volleyball and exploring the outdoors in Colorado.
Derek Noble
Derek joined Wilklow and Associates in January 2025. He earned a Bachelors of Science in Accounting from Brigham Young University â Idaho and a Masters of Accounting from Utah State University. Derek grew up in Alaska and moved to Colorado in August 2024 after finishing school in Idaho. He enjoys spending time with his wife and being outdoors.
Amber Perez
Receptionist
Amber Perez is our Receptionist or âClient Happiness Coordinatorâ
In mid-2024, we welcomed Amber Perez as our Front Desk Client Happiness Coordinator. With a decade of customer service experience, Amber has quickly demonstrated her commitment to providing exceptional support to our clients. Her bright smile and positive demeanor have made a remarkable impact within the organization and have resonated well with our clients.
Originally from California, Amber relocated to Colorado Springs in 2024 with her husband and daughter, and much loved fur-family of 2 dogs and one cat. The family has embraced the outdoor adventures that the region offers, and spend much of their leisure time hiking and exploring the natural beauty of Colorado.
Kyle Conley
Kyle joined Wilklow & Associates in the summer of 2024 after relocating from Flagstaff, Arizona. He holds a bachelorâs degree in Finance and a certificate in Investments from Northern Arizona University. Go Jacks! With a strong background in financial management, Kyle consistently brings fresh ideas and innovative processes to help enhance client success. Outside of work, he enjoys back country skiing, hiking, and spending quality time with family and friends.
Alice Richardson
Alice Richardson, the newest member of our team at Wilklow & Associates, joined us in the winter of 2024. Alice brings with her a wealth of knowledge and experience, having earned a Bachelor of Arts in Accounting with a minor in Business Administration from Northwestern University of Oklahoma. Her background includes over 30 years of accounting experience across various industries, making her a valuable asset to our firm. Alice is eager to leverage her skills to benefit our clients and contribute to the continued success of Wilklow & Associates. In addition to her professional accomplishments, she enjoys spending quality time outdoors with her family.
Let Us Help:
Dear Friend,
I have a feeling I know why youâre reading this right now.
You need more time in your day. Running a business is extremely demanding and there just isnât enough time in the day to keep all the plates from spinning out of control. What you need most right now is more proactive help. You need the benefit of business advising to straighten up your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal to get our business advising expertise. Am I close?
We get it. Weâve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card ⊠and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all of the myriad components of an effective financial system for a business. They need business advising support.
Perhaps this is your story too. Or perhaps youâve reached a stage of development in your business that you want to pass the baton of accounting to another expert business advising team so your team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to begin on the right foot?
Whatever the reason, we want you to know that our business advising team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industriesâdiscreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because hereâs a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though itâs painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesnât have to be this way. You donât have to hand more dollars over to the government than they require just because you donât know their rules as well as they do. You donât have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, Iâve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions Iâve received from my clients.
Click the button above to take your first step. And of course, feel free to poke around our site and discover why Iâve been called âThe Most Trusted CPA in the Colorado Springs Area.â
Talk again soon,
Susan Wilklow, CPA
PS â When you fill out the form, weâll also add you to our weekly email series on âReal Worldâ Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because theyâre not your standard tax and business advising tips.
PPS â Already want to come in? I donât blame you ⊠many people are fed up with trying to manage their financials on their own. Our schedule is very full ⊠but if you call us at (719) 260-0320 or Email Us, weâll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!