CPAKaren has been in the public accounting and financial planning business for over 30 years and is a licensed Certified Public Accountant (CPA) and Certified Financial Planner (CFP®).  She prepares individual returns, business tax returns, estate returns, gift tax return, and does business consulting for small and medium sized businesses.

Karen is a long time resident of South Jefferson County and is active in her church and community.  She has been involved in the income tax and financial planning industries for over 30 years assisting individuals and small businesses with tax planning and preparation.  She realizes that managing your income tax and financial life can be as complicated as running a small business.  She attempts to remove the confusion resulting from the Federal and Colorado income tax provisions.  Her guidance can help you through the rough waters of the income tax and financial decisions that you face.  She realizes that every situation is unique and requires special attention.

Karen enjoys spending time with her family and friends.  Her sons own a small distillery in South Jefferson county and she is the accountant.  Her four grandsons are active in sports, so family time is spent at numerous sporting events.  As a long time knitter, she knits blankets and donates them to various charities and she does volunteer work of the Littleton Town Hall Art Center.  She has her Bachelors from the University of Colorado Denver and her Masters from Colorado State University.  She taught full time at Metropolitan State College for three years.

HORIZON FINANCIAL & TAX STRATEGIES, INC.

As a Jefferson County firm founded in 2002, my goal is to be “Your Individual Tax and Business Coach”.

MY PERSONAL APPROACH

I understand each client is unique with different goals and objectives.  Because of this, I strive to create a highly personalized tax and/or business plan utilizing my extensive tax knowledge with continually working to build and foster strong relationships with each of my clients.  I pride myself in my services and the value I add to each and every one of my client’s lives.  My values underlie everything that I do, and your interests will ALWAYS come first.

“IT’S NOT WHAT YOU EARN BUT WHAT YOU KEEP”

Please call to schedule a 30 minute free consultation.

CREDENTIALS

  • Certified Public Accountant
  • Certification in Long Term Care
  • Insurance Licensed
  • Masters of Science-Accounting (CSU)

OUR VALUES

VISION

I am passionate about planning your journey by discovering and helping you pursue your unique dreams and goals.

MISSION

My mission is to create a highly personalized comprehensive tax and/or business strategy by utilizing my extensive tax knowledge while developing a strong relationship with my clients.

FEE STRUCTURE

My fees are based on the type of tax returns prepared and the returns complexity. Consulting is billed on a hourly basis. There is no charge for the first consultation of 30 minutes. Payment is due when the works is completed.

THE INITIAL CONSULTATION IS FREE.    We look forward to meeting with you.