Jim Marty
CPA/ABV, MS

ACCOUNTING SERVICES

Industries and related services that JMA specializes in include:

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

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 education.

The CPA’s 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

Business Consulting

Jim Marty, CPA/ABV, MS
Mary K. Savino, CPA

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.

Business Valuations

James R Marty, CPA/ABV, MS
Loren Kennedy, AVA, MS

Many CPA firms offer business valuation services but few do so with the Accredited in Business Valuation designation (ABV) and the enhancement of an Accredited Valuation Analyst (AVA).

Jim received his Accredited in Business Valuation designation in 2005. It was after hours of classes and rigorous testing that the American Institute of Certified Public Accountants (AICPA) issued Jim his designation. Jim has provided business valuation expertise to some of the most highly respected accounting and legal firms in the state of Colorado. Loren Kennedy has a Master's degree in Finance and is an Accredited Valuation Analyst through the National Association of Certified Valuation Analysts (NACVA). Over the years, the firm has provided valuation and expert witness services relating to businesses in the following industries and service areas:

Auto Dealerships	Intellectual Property	Residential Real Estate
Aviation	Landscaping and Fencing	Retail
Commercial Printing	Law	Retirement Benefits
Commission Sales	Medical Devices	Structural Concrete
Compensation Analysis	Medical Practice	Surveying
Concrete Contracting	Modular Home Manufacturer	Trade Association
Daycare Operations	National Park Concessionaire	Utility Trailer Dealer
Durable Medical Equipment (DME)	Oil and Gas	Veterinary Practice
Family Limited Partnerships	Over the Road Trucking	Wastewater Pumps
Freight Forwarding	Photocopier Distributing
Golf Courses	Recreational Vehicle Dealership
Home Building	Rental Real Estate
Horseback Riding Stables	Restaurants

FASB 141-Valuation of Intangible Assets
FASB 142-Goodwill Impairment

Expert Witness & Litigation Support

Jim Marty, CPA/ABV, MS

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 US District Court. Areas of expertise include divorce, insurance claims, economic damages and business disputes.

Jim has qualified as an expert witness in the following jurisdictions since 2002:

US District Court San Diego, CA - June 2009
Jefferson County - March 2009
Larimer County Court - June 2008
Boulder District Court – April 2008, July 2007, February 2006, September 2005, December 2002
Denver District Court - July 2005

QuickBooks® Consulting

Laurie Siegrist, QuickBooks® Pro Advisor

Our firm offers comprehensive QuickBooks® Consulting. We can help customize and maximize individual or business use of this powerful program. By offering reasonable hourly rates, Laurie can come on site to set up QuickBooks® and train your staff. She also can resolve bookkeeping problems for the established QuickBooks® user.

Tax Preparation

Mary K. Savino, CPA Tax Manager

We have 3 CPAs on staff with education backgrounds that include a Masters in Taxation. We provide excellent boutique services that can be customized to you and 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 tax liabilities.