Flatiron Advisors

Flatiron Advisors is a CPA firm based in Boulder, Colorado, that works with clients virtually across the United States. Documents arrive through an online portal or by post, so clients do not need in-person meetings.

Products and services

• Business tax preparation: returns for small and growing businesses.
• Tax planning: forward planning for business owners and individuals with complex affairs.
• Individual tax: including real estate matters and other complicated personal situations.
• Divorce tax and financial planning: tax and planning advice around separation.
• Bookkeeping and QuickBooks: ongoing books for small businesses.
• Business coaching: advice alongside the tax and accounts work.

Who it works with

Businesses throughout the US, with growing focus on cannabis, e-commerce and healthcare, plus individuals who need more involved tax consulting.

Key facts

• Based in: Boulder, Colorado, United States
• Way of working: fully virtual, with a client document portal
• Industries: cannabis, e-commerce, healthcare