Max Pollack is a Certified Public Accountant with over 16 years of professional experience. He specializes in tax planning and advanced tax strategies for businesses and individuals. Max has extensive expertise in entity structuring designed to minimize tax liabilities. His comprehensive approach ensures clients receive optimal guidance tailored to their unique financial situations.

Terri is a Certified Public Account with over 20 years of tax and accounting experience.  She specializes in real estate partnership returns, medical and service industry S Corporate returns, and works directly with individual clients to ensure tax compliance, projections and planning.  She is a certified QuickBooks Pro Advisor and assists business owners with proper accounting techniques for informative reporting and effective business planning.

Matthew Boland has over a decade of tax and accounting experience. He has worked with both large and small firms across New York, Vermont, and California. Matthew is well-versed in handling tax filings for high-net-worth individuals, as well as for partnerships, corporations, trusts, and non-profit organizations.

Kimberly Whitcomb brings over 30 years of accounting and operations expertise in both private and non-profit sectors.  She specializes in resolving complex financial challenges, streamlining processes, correcting inconsistencies and developing clear, sustainable policies and procedures.  She is respected for her thoroughness and tenacity and in her free time, Kimberly enjoys exploring the Colorado outdoors.

Eric Frank has over 20 years of financial leadership experience helping small and medium-sized businesses navigate the financial and operational challenges that come with growth. Most recently he was Executive Vice President of Finance for a leading surgical materials company where he led key financial operations, secured significant outside investment, and helped guide the company through a successful acquisition. Eric has a Dual Masters in Business Administration and Finance from the University of Denver.

Steven is a Certified Public Accountant with over 45 years of experience in US taxation.  He focuses his career on select industries including cannabis, oil and gas, professional services, psychedelic and the real estate industry.  He has extensive experience representing taxpayers across the country in partnerships and S-corporations, entity selection and structures, transaction and income tax planning, and representing taxpayers before Federal and state taxing authorities.