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
pursinglearning, growth andsimplification 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
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 Master’s in Business Administration, graduating Magna Cum Laude.
Nancy L. Palmer
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 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
Enrolled Agent, EA
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 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
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 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.
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, CPA is a seasoned accounting professional with significant experience including financial reporting, accounting operations
Business & Relationship Development
I have a feeling I know why you’re reading this right now. You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal.
Am I close?
We get it. We’ve 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.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert 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 start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since YEAR FOUNDED—discreetly 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 here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s 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 doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do.
You don’t 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, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Susan Wilklow, CPA, PC
PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”. PPS — Already want to come in? I don’t 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, we’ll 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!
What our Clients are saying
I have referred many of my clients to Susan Wilklow and Associates and I will continue to do so. They have been very Professional and efficient and easy to work with.James M. Thomas
I'm going to risk being a bit blunt here.That said, I'll apologize ahead of time for those of you in truly tragic financial circumstances. I'm referring to events, completely out of control, which wreck your balance sheets. Like a medical emergency, not covered by...