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
Tammy graduated with her Bachelor’s Degree in Accounting from Chapman University and her MBA from University of Colorado at Colorado Springs. She is a CPA with over 20 years of experience in tax preparation, planning and accounting. She has worked with many clients on QuickBooks training, payroll and sales tax preparation. Tammy works from the perspective of “how can I help” and has built many lasting relationships with clients over the years.
When not spending time with her family, Tammy enjoys crafting, hiking, and being in the mountains.
Melissa Cruz started with the firm in 2019. She received her Master of Science in Accounting degree at the UCCS in 2018 and her Bachelors in 2017. She served in the United States Navy for almost 10 years as a Fire Controlman and was stationed in Pearl Harbor, HI and San Diego, CA. Originally from New Mexico, she considers Colorado Springs her home. She enjoys spending time with her husband and two children, exploring Colorado, cooking, and seeing the world.
Jeffrey joined our team in the Fall of 2019. He is set to graduate from the University of Colorado in December of 2022 with a Bachelor of Science Degree with a Major in Accounting. In addition to his studies at UCCS, he is working towards his EA. Jeffrey has a lovely wife and enjoys spending his extra time with her.
Bree Waltman received her bachelor’s degree in economics from the Colorado School of Mines in Golden, CO in 2012. She has been apart of our team since February of 2015. Bree predominately handles our Bookkeeping clients among other tasks. During her spare time, she enjoys photography.
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. She is working towards her EA Certification. Patience enjoys hiking, running, and being outdoors.
Heidi joined the team in the Fall of 2020. She brings with her 15+ years as an Administrative Assistant in the public accounting field. Heidi and her husband Michael enjoy their country life in nearby Peyton with their two Maine Coon “children”.
Megan joined our team in January 2022 as an intern and became a full-time team member in May 2022. She is set to graduate with an accounting degree in December 2022 from University of Colorado. Megan and her husband are expecting their first child in August 2022. She brings with her experience in office management and her accounting knowledge.
Sandy joined the team in July 2022. She brings 25+ years of experience in office management, bookkeeping and customer service. Sandy and her daughter moved from Texas to Colorado in 2018 to be closer to family.
Fran Robles joined our team on August 29, 2022. She received her bachelor’s degree in Accounting from Louisiana State University in Shreveport, Magna Cum Laude. Her experience is primarily in public accounting in the State of Louisiana providing tax preparation and planning services, but also includes experience in the health care industry providing Medicare reimbursement consulting services. Fran is licensed in the states of Louisiana and Colorado, having relocated to the mountains in 2020. In her off-time, Fran enjoys working out, hiking, cycling, snowboarding, visual arts, and spending time with family and friends. LA CPA number 27295, CO CPA number 9037903.
Let Us Help:
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.
Feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA, PC in the Colorado Springs Area”.
Talk again soon,
Susan Wilklow, CPA, PC
PS — 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 started two businesses in the last three years. It’s not the questions I know to ask. It’s the questions I don’t know to ask. Susan and her team knew the questions I was supposed to ask. More importantly, they had the answers that reduced our tax burden.Thomas M. Lachocki, Ph.D.
Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Colorado Springs people really do file their taxes this early.) This is the start of the...