Jim Marty and Associates, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Jim Marty and Associates, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Accounting

Industries and related services that JMA specializes in include:

  • Automobile Dealerships
  • Construction Contractors
  • High Net Worth Individuals
  • High Tech
  • Manufacturing
  • Medical and other Professional Practices
  • Not-For-Profits
  • Real Estate
  • Service Industries
  • Start-Ups
  • Wholesale & Retail

JMA can provide accurate, relevant and useful financial information for your company, organization or to you personally. Our work is enhanced by years of combined CPA, BA, and Masters of Taxation/Accounting education.

The CPAs in our office bring a wealth of experience to each client. CPAs are uniquely qualified to provide the financial skills necessary to analyze and evaluate financial information and guide you to the appropriate level of service that best suits your needs.

Financial Statements prepared with JMA proficiency will increase your company’s ability to measure performance and obtain capital for expansion and growth

  • Compiled Financial Statements
  • Reviewed Financial Statements
  • Personal Financial Statements

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Business Consulting

The CPAs on staff can provide a wide range of business consulting solutions. Services range from estate planning, entity selection, exit strategy, pension plans, restructure and buy/sell agreements to list just a few. Helping our clients maximize the value of their businesses is always the task at hand for JMA.

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Business Valuations Services

To learn more about our business valuation services, please click here.

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Expert Witness and Litigation

Jim has many years of experience serving as an expert witness and assisting clients with litigation support in Colorado courts. In 2009, Jim expanded his expert witness work to include the US District Court. Areas of expertise include divorce, insurance claims, economic damages and business disputes.

Please contact us if you’d like to download Jim’s CV.

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QuickBooks Pro Advisor

Our firm offers comprehensive QuickBooks® Consulting. We can help customize and maximize individual or business use of this powerful program as well as help you solve any bookkeeping problems. Our hourly rates are reasonable. We can train your staff either on-site or through web conferencing.

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Tax Preparation

We have 3 CPAs on staff with education backgrounds that include a Masters in Taxation and Accounting. We provide excellent boutique services that can be customized to suit your needs.

  • Corporate
  • Partnership
  • Non-Profit Organizations
  • Retirement Plans
  • Individual
  • Estates, Trusts & Gift Tax Returns

Our firm is committed to ongoing education and maintains state of the art tax software. We offer year round support and encourage face to face tax planning meetings to ensure your best options for the lowest legal tax liabilities.

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