Certified Public Accountants and Financial Consultants
Firm Profile

Ian D. Gardenswartz & Associates, P.C. was incorporated in 1986. The company and its predecessors have been engaged in the practice of accounting in Colorado for over 40 years. The firm specializes in tax, auditing, and consulting services to a variety of clients including not-for-profit, real estate, manufacturing, professional service, and agricultural clients. Tax preparation, money management, estate planning, and financial planning services are also provided to business and individual clients.

The firm has grown to include nine professionals, including four shareholders, and six support personnel. The firm offers audit, review, and compilation services to its clients. Currently the firm has approximately 25 audit clients, primarily in real estate, not-for-profit, and employee benefit plans. We also provide reviewed and compiled financial statements to over 100 additional clients in many industries. In addition, much emphasis is placed on tax and small business consulting including unique issues for closely held businesses, structuring of real estate investment partnerships, tax analysis of proposed investments and asset sales and estate, financial and charitable giving tax planning.

Ian D. Gardenswartz & Associates, P.C. is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (CSCPA). The firm is enrolled in the AICPA Peer Review Program and successfully passed an independent review of our audit and accounting practice. Shareholders and staff participate in conferences sponsored by these and other organizations, and take other continuing education courses (a minimum of 40 hours per person each year) to remain aware of developments in the tax, audit and accounting areas.

In 2000 the firm launched a new business by starting IDG Advisors, LLC, a registered investment advisory firm. The LLC provides various financial services including management of client’s investment portfolios, analysis and monitoring of portfolios, financial planning, asset allocation, and insurance services.

The success of the firm has resulted from the approach taken by all of our personnel to provide high quality service to our clients, with special emphasis on close, personal and prompt service. We believe the size of our firm allows us to give our clients the best possible service.