Stratagem is a CPA firm located in Lakewood, Colorado. At Stratagem, we are committed to building long term relationships of trust with the many clients we serve. Our firm offers professional services in Tax, Audit & Assurance, Accounting, Information Technology, Search & Placement, and Organizational Development. Our experience and expertise spans over 30 years and we are deeply committed and engaged in our community. We are confident in our expertise and compassionate in our approach in partnering for your success.

Experience entails preparing and reviewing individual, partnership and corporate tax returns, as well as tax planning and consulting for individuals and small businesses. Other areas include attestation & bookkeeping services, payroll services, IRS and State Tax notice responses.

Individual Tax Compliance

Inbound / Outbound phone calls to potential clients looking to refinance their mortgage or take out home equity loans. Collected personal and confidential information from clients and forwarded leads to loan officers for potential closing. Top 10 producer for company.