Auditing and Tax Services

Tax Services

• Individual Tax Return Preparation – Accurate, compliant, and tailored to your financial situation.

• Tax Audit Representation – Full support before IRS and state agencies, minimizing penalties and interest.

• Charitable Trust Reporting – Specialized expertise in CRTs, including dissolution and compliance.

• Year-Round Tax Concierge – Ongoing support for tax planning, filings, and questions whenever needed.

Auditing Services

• Financial Statement Audits – Independent verification of accuracy and compliance with GAAP standards.

• Compliance Audits – Specialized audits for Colorado special districts and statutory requirements.

• Internal Control Reviews – Identify weaknesses and recommend improvements in financial processes.

• Agreed-Upon Procedures – Customized audits tailored to specific client or regulatory needs.

Why Choose Lance McMahon, CPA

• Over 40 years of professional experience.

• Licensed CPA with deep expertise in compliance and statutory research.

• Personalized service for individuals, small businesses, nonprofits, and special districts.

 

Contact me today for a free consultation --

I provide a complimentary 20-minute consultation to discuss your unique needs, whether you're seeking guidance on tax preparation, audit representation, or comprehensive financial auditing solutions. All consultations are conducted directly with me—no paraprofessionals or temporary staff involved.

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To schedule your free 20-minute consultation for tax and auditing services, please reach out:

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• Email: lancemcmahoncpa@gmail.com

• Call or text: 719-678-5084

 

I respond promptly to all inquiries and look forward to helping you navigate your tax and auditing needs with confidence.