Sloan & Associates

Who we are

Sloan & Associates, Inc. is a trusted accounting firm serving clients throughout the Denver area. We are committed to providing personalized, professional guidance to individuals and businesses in a wide range of financial and business needs. With decades of experience, we have established ourselves as a reliable partner for success in an ever-changing financial landscape.

Our mission

Our mission is to empower our clients to achieve financial security and reach their goals through proactive and personalized financial planning. We believe in building strong relationships with our clients based on open communication, meticulous analysis, and in-depth understanding of their unique needs and aspirations.

Tax Management Services

• Comprehensive tax planning and preparation
• Optimization of tax liability and maximizing cash flow
• Expertise in navigating complex tax laws and regulations
• Thorough analysis and interpretation of receipts, bills, and notices

Financial and Retirement Planning

• Personalized financial planning tailored to your goals
• Development of comprehensive wealth management strategies
• Guidance on retirement planning, investment strategies, and estate planning

IRS Representation

• Assistance with tax audits and disputes
• Representation before the IRS and other regulatory agencies
• Protection of your rights and interests during tax-related issues

Financial Projections and Forecasts

• Development of financial models to forecast future financial performance
• Identification of potential risks and opportunities
• Strategic planning for long-term financial goals

Mergers, Acquisitions, and Sales

• Valuation and financial analysis for business transactions
• Negotiation and documentation of transactions
• Guidance through the entire process from start to finish

Estate and Trust Planning and Tax Preparation

• Development of comprehensive estate plans to protect wealth and assets
• Preparation of legal documents such as wills, trusts, and power of attorney
• Guidance on tax implications of estate planning decisions

Additional Services

• Business valuation
• Debt and finance advising
• Litigation support and forensic accounting
• Payroll services

• Experienced and dedicated team of professionals
• Personalized and tailored approach to client needs
• Comprehensive and proactive financial planning
• Strong commitment to open communication and client engagement
• Proven track record of success in achieving financial goals