Wilklow & Associates CPA PC came into existence from the desire to service businesses regardless of their size.

Our values include:

• Integrity – We are consistently open, honest, trustworthy, respectful, ethical, and make things right.
• Learn, Educate and Innovate – We are continually pursing learning, growth and simplification for both our clients, our industry and business in general.
• Teamwork – We are team players and pride ourselves on an effective work/life balance.
• Professional – We are welcoming and go the extra mile to deliver on our promises.
• Communication – We teach and talk to our clients in “plain language”, and respond within 24 hours.
• Customization –We customize our services to our meet our client’s needs.
• Loyalty – We strive to build relationships with our current and potential clients.
• Community – we love our community and are dedicated to giving back to those in need.

Wilklow & Associates, CPA PC – Firm license number 12154; responsible party: Susan Wilklow

Nancy L. Palmer

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 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 – 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.

Eric Virkler

Eric received his Bachelor’s degree from the University of Northern Colorado. Eric’s experience includes working for the “Big Eight” at Touche Ross & Company as well as being a Revenue Agent for the Internal Revenue Service. Eric has worked in the corporate environment in addition to public accounting. Eric is well versed in accounting as well as tax preparation and enjoys the personal interaction with clients. He is a QuickBooks Online Certified ProAdvisor as well. In his free time, Eric enjoys tennis and ice hockey. CPA License: 10235

Helen Jackson

Helen has been a practicing accountant for over 12 years. She has her Bachelor’s degree from the University of Colorado and has been an enrolled agent since 1999. She brings a wealth of knowledge and represents clients with the IRS. She has been a certified QuickBooks Pro-Advisor since 2003.

Helen’s accounting experience includes public accounting, cost accounting and tax accounting. She has helped a variety of new businesses with incorporation and set up, as well as offering support services such as payroll, accounting services and income tax preparation. She has also works with not for profits on everything from day to day accounting to filing their tax returns.

Stephen Wilklow

Stephen Wilklow received his B.S. from Syracuse University College of Environmental Science and Forestry in 1984. He worked in direct and indirect sales management for AT&T. He received his Master’s in Business Administration from University of Phoenix in 1996. Stephen has owned and operated several businesses and was co-author to the book: How to Build a Business, Not a Job. Stephen loves building business relationships and heads up business development. His passions are his family and working with several non-profits in giving back to the community.

Bree Waltman

Bree Waltman received her Bachelor’s degree in economics from the Colorado School of Mines in Golden, CO in 2012. She coordinates everyone’s schedules and sets up appointments in addition to handling our bookkeeping clients. During her spare time, she enjoys photography.

mELISSA CRUZ

Melissa Cruz has been an administrative assistant and bookkeeper in Trinidad since 2017. She has a Business Administration from Adams State University in Alamosa, Colorado. She also attended Trinidad State Junior College. She was born and raised in Denver, CO when she moved to Trinidad at a young age and has since been a resident. Melissa enjoys hunting, fishing, and spending time with her family.

BARBARA CORENTE

Barbara Corente has extensive experience in not for profit and tribal government. New to Colorado, Barbara moved from Texas to enjoy the weather and beauty. Barbara’s background includes a BS in Accounting from Central Washington University. Her experience makes her a great addition to the accounting department.

KATHERINE KEMP

Katherine Kemp is a graduate of the University of Nebraska in Kearney with a BS in Accounting and Finance in 2017. She joined the firm in 2018 and is pursuing her CPA. Katherine loves animals, spending time with her family and playing golf.

JAN METZGER

Jan Metzger, CPA is a seasoned accounting professional with significant experience including financial reporting, accounting operations and process improvement and documentation.   Jan heads up the accounting area and moved to Colorado from Texas in 2018. Her educational background is a Bachelors in Business Administration degree from the University of Iowa – go Hawks! She is licensed in Texas (license number 44228). She loves Colorado and the mountains.