At Balcerzak Financial Services, our mission is to become a Trusted Advisor to you by focusing on two main objectives:
Maximizing the profits of your business by providing timely, accurate financial information and sound, pertinent management advice,
Minimizing the tax burden on your profits by providing thorough, leading edge tax advice and planning.
Our ability to be a TRUSTED ADVISOR to you is based upon the following core values:
Your financial information is not only private data which needs to be protected but, in the case of your business, a critical asset and competitive advantage. At Balcerzak Financial Services we will flawlessly execute our fiduciary responsibility to protect and safeguard your personal and financial data.
It is a critical component to our mission that we be an independent, objective source of truthful information to you. Even when the data we have to share is bad news, we will not sway from our obligation to be honest and transparent.
Balcerzak Financial Services will continually educate our team to be knowledgeable on all relevant financial and tax topics. However, we also recognize the need to bring in outside experts as needed when the topics is specific enough to require subject matter expertise our firm may not have. Finally, we have established the necessary internal processes to insure the accuracy of the financial data we provide to you.
We serve small business and understand that one of the scarcest resources is time. We value your time and your need for timely responses to all inquiries.
Ed Balcerzak - CPA, CMA, MBA
Ed has over 35 years of financial and operational experience in corporate America with AT&T, DIRECTV and Kodak. Ed holds his CPA in CO and NY and also holds his CMA, being awarded the Robert Beyers Bronze medal for the third highest score in the nation. Ed did his undergraduate studies in Accounting at Niagara University and received his MBA from the Simon School of Business at the University of Rochester.
Ed was born in Western New York and has lived in Florida and Mexico before relocating to Colorado in 2004. He and his wife, Michele, have 6 children and they have been bless with 6 grandchildren (so far..). They are also small business owners as they remotely manage a coffeehouse in Hardwick, MA and run a residential cleaning franchise in Denver. When not working, they love to travel and golf.
Rosina has been with the firm for over 10 years and she was born and raised in Salman, Idaho. She attended Dixie College in St. George, Utah.
Rosina has a diverse background and has worked in a sawmill as well as three other CPA firms. Her finance background has concentrated in bookkeeping and tax preparation for industries including timber, ranching, construction, restaurants, auto body, retail and personal finance.
On a personal note, Rosina has two children and five grandchildren whom she loves to spend time with as well as doing crafts, quilting, horseback riding, hunting, fishing and camping.
Maria has been with the firm over 5 years and graduated from Emily Griffith Technical College with her Accounting diploma. Maria has worked in the accounting and customer service industries for over 20 years. She is passionate about accounting as Maria feels she can help her clients achieve better results by having timely and accurate financial data. Maria has lived in Denver since 2005 and, along with her husband Victor, has 3 wonderful children that they love to spend time with.
Evan is a certified bookkeeper and pursuing his degree in Finance. He graduated from Cherokee Trail High School and is excited to get to learn the business and help clients with their financial needs.
Our client portfolio focuses on providing accounting, tax and business advisory services to small businesses in the Greater Denver market as well as individuals that require personal tax services.
We serve a wide and diversified range of small businesses. Some examples of the over 100 small business clients were serve are in the following industries
- Auto Dealers/Wholesalers
- Coffee Shops
- Golf Courses
- Architectural firms
- Doctors/Dentists and Lawyers
- Machining and Manufacturing firms
- Marketing and Advertising firms
- Moving/Storage Services
- Restaurants and Bars
- Furniture (retail and manufacturing)
- Plumbing and construction firms
The businesses we support have annual revenues ranging from $100K to $10M. Although the small businesses we support have headquarters in Colorado, we serve many clients that conduct business across state lines and we support their multi-state sales and payroll tax needs. In addition, we process the payroll for over 30% of our small business clients either on our own or with our strategic partners.
We prepare individual tax returns and provide tax planning strategies to over 200 clients with annual incomes ranging from $50k to $2M.