Mark Boatright, CPA, CFP®
I am a CPA, licensed in the State of Colorado where I was born and raised. My professional emphasis is providing accounting and tax services for individuals, closely held businesses, estates and trusts. I have vast experience in helping clients reduce their taxes, save for retirement, and plan their estates. As an advisor to closely-held businesses, it has been my professional goal to help clients understand the financial implications of business decisions, choose the right business entity, and provide reliability and stability in business and tax planning.
Additionally, I have advised numerous small business clients in purchasing or selling a business, buy-sell agreement implementation, and related tax issues in a multitude of industries, including construction, manufacturing, professional services, telecommunications and oil and gas.
I have a Bachelor of Science in Finance, Cum Laude, from the University of Colorado, and my professional affiliations include the American Institute of Certified Public Accountants and Colorado Society of Certified Public Accountants.
I enjoy golfing, riding my bike and traveling in my spare time.