Meet Our Team

Tax and Business Consultants

Posted July 17, 2019

The Watson CPA Group is not only a group of Colorado Springs CPAs or number crunchers- we are tax and business consultants and our firm will take you through the financial cycles of your personal and business lives. Many accountants are only compliance oriented, and while IRS compliance is critical, being proactive is equally important.

Not every business runs the same or has the same needs. We want to ask the appropriate questions, listen, and develop a game plan that works for you. Topics such as entity structure, health insurance, retirement planning, executive fringe benefits, 401k and profit sharing plans, educational assistance programs, health reimbursement arrangements and accountable plans are just some of the areas that define the form and function of today’s business. Square pegs don’t go in round holes- we’ll find the right solution for you and your business.

Moreover, our goal at the Watson CPA Group is to always prepare comprehensive and accurate financial reports, filings and tax returns, but equally important is your understanding of how this stuff “works”. To the extent necessary, we want you to be comfortable with your tax and accounting world so together we can successfully plan for your future.

Nationwide Consultants

Yes, we are a bunch of Colorado Springs CPAs but we do most of our business (over 80% in fact) outside of Colorado. How? The Watson CPA Group embraces technology by utilizing secure client portals and online submit forms to exchange documentation. However, we remain committed to direct delivery, face-to-face interactions and personal relationships with our clients. While most of our clients are primarily in California, Nevada, Colorado, Texas, the Midwest, Florida and New England, we serve business owners in all 50 states including Washington D.C.

Join Our Team

The Watson CPA Group is continuously looking for professionals to join our team of business consultants and tax return preparers. We offer benefits such as flexible work hours (including work from home), health insurance reimbursements through an HRA, 401k, disability insurance, among others. We have a fun atmosphere and are closed on Fridays from May through November. Here is a link to our current positions and associated applications-

Your Team

colorado cpa
We have 30 people working for you; not too big, not too small. Goldilocks would be happy. Additionally, we chop ourselves up into Pods so that each team is functioning as a mini firm within a firm. This allows more intimacy of each client’s unique needs. On the outside, your house is just like anyone else’s house; four walls and a roof. But the colors, floor coverings, furnishes, beer selection, etc. is what makes you unique. We have firm-wide systems and procedures to ensure quality and accuracy, but that is simply the foundation for us to build upon. Relationships, closeness, understanding, communication, seeing clients as people, etc. are the things that we remain focused on and dedicated to.

We also try to let loose a bit here and there. On Fridays, we have 405’s since drinking before 4:05PM is frowned upon by Tina. We used to shoot dart guns, that just got out of control. Maybe our 405’s will have to be called “tastings” so we remain classy, like San Diego.

Here is your Watson CPA Group team (what a good looking bunch!)-

Pod A

Tina Watson, CPA, CFP

Senior Partner

Rachael Weber, CPA

Tax Manager

Terry Bryan, CPA

Tax Senior

Lana Rollins

Tax Senior

Emily Roberts

Staff Accountant

Colleen Kern, CPA

Staff Accountant

Cherri Hazlett

Office Manager

Jodi Protskik

Pod Assistant

Pod B

Michelle Day, EA

Tax Manager

Melody Jones, EA

Tax Senior

Roberta Bertrand, EA

Staff Accountant

Kimberly Hopkins,EA

Staff Accountant

Shawntelle Taylor, CPA

Staff Accountant

Amy Cooley

Pod Assistant

Nina Grant

Pod Assistant

Pod C

Sally Rhoades, CPA, CFP

Partner

Sarah Hintz, CPA

Tax Manager

Santiago Norte, EA

Tax Senior

Jerrod Aud

Staff Accountant

Joseph Bassett

Staff Accountant

Rock Star

Staff Accountant

Christi Norman

Pod Assistant

Payroll Team

Stephanie Torgerson, EA

Payroll Manager

Rock Star

Staff Accountant

Business Development and Wonderful Support Peeps

Jason Watson, CPA

Managing Partner

Amanda Rowles

Business Development

Latesha Anderson

Business Development

Karen Pleshek

Admin Assistant

Rock Star

Admin Assistant

Expectations of our Clients

We select our clients on two important criteria. First, we expect our clients to be open, honest and responsive in communication. Second, we only accept clients who view our partnership as a collaboration, where our challenges and successes are shared. Click on the button below to learn more about our client reviews and how we define ideal client relationships.

Client Reviews

Location

Our address is 9475 Briar Village Point Suite 325, Colorado Springs, 80920 which is located in the Briargate area on the northeast corner of Briargate Parkway and Chapel Hills Drive. We understand that location can be very important to you- please know that we are dedicated to adding convenience to your tax and accounting needs and your busy life.

Check out our new office building opening August / September 2019-

New Office Building

Parking

Since we share the building with physicians and dentists, parking can be a challenge. There is a parking garage on the north side of our building and there are spaces typically available in the overflow lot in front of Marco’s Pizza. Parking is free of course.

Convenience

As you make your trip to our offices, remember that we have 7-Eleven, Back East Bar and Grill, Salsa Brava, Marco’s Pizza and Lulu’s Yogurt all within a few feet of our building. In addition, there are physicians, dentists, massage therapists and chiropractors on the campus.

And don’t forget the Shoppes at Briargate just down the road. Make the Watson CPA Group your one-stop shop for your tax and accounting needs, your appetite and your errands.

We look forward to working with you!