Since 1998

About Us

    

Meet Jeanne

With over two decades of experience in Public Accounting, Jeanne Bolz specializes in helping small business owners and individuals reach their optimal tax positions. She wants the clients of Bolz CPA to receive value in 4 ways: (1) Direct Benefit – bottom line tax savings, (2) Indirect Benefit – allowing time to do other things, (3) Education – living your tax strategy with confidence, and (4) Preventative Benefit – protection from error and unnecessary audit. Jeanne’s current passion is aiming to modernize the current CPA Firm profile by staying on the forefront of technology and processes, and offering staff work-life harmony. Jeanne is a landscape photography enthusiast and is strongly connected with her Viking roots, which are embedded in the Bolz CPA logo and brand.

Her background includes:

  • Volunteering with the Larimer County Small Business Development Council providing CPA consultation and training for QuickBooks Online
  • Graduation from Colorado State University
  • Former business owner of a multi-location CPA firm
  • Former Principal in a Minnesota Top-25 CPA firm
  • ​Former member of MNCPA Leadership Cabinet, Public Relations Council, and Community Service Committee
  • Current Member: AICPA, MNCPA, Intuit QuickBooks Online Certified ProAdvisor Program

Meet STEVE

With over two decades of experience in Public Accounting, Steve Bolz specializes in Small Business Consulting. Steve is available for short-term CFO services, offers strategic advice, and will assist with closing of books and audit preparation. Steve attends board meetings and offers financial statement presentations. When not working, Steve can often be found in his Jeep in the Colorado backcountry.

His background includes:

  • Over 20 years of independent auditor experience
  • Veteran of the United States Marine Corps
  • Graduation from Colorado State University
  • Former business owner of a multi-location CPA firm
  • Former Principal in a Minnesota Top-20 CPA firm
  • Former member of MNCPA Community Service Committee
  • Current Member: AICPA, COCPA

Meet CRYSTAL

With a decade of experience in personal tax preparation, Crystal enjoys helping people understand the language of taxes. She is often the first to answer the office phone and offers a range of services from bookkeeping to individual tax preparation. Crystal loves spending time with her family and gardening.

Her background includes:

  • A Native Coloradoan
  • 9 years of Tax Office Management
  • Current Member: Intuit QuickBooks Online Certified ProAdvisor Program 

Meet Jen

After leaving the workforce to focus on family and raise two children, Jen hit the ground running when she agreed to manage our operations in Minnesota. As a remote worker, she is available to provide tax and bookkeeping support to our entire client base.

Her background includes:

  • MBA in Finance, Drexel University in Pennsylvania
  • CPA, Inactive

Meet Ashley

The newest member of the Bolz CPA team, Ashley specializes in individual tax return preparation including Single-Member LLC businesses. The self-proclaimed office elf, Ashley brings the jolly spirit of Santa Claus to every day. When not working you can usually find her with her 3 reindeer (dogs) and husband, Mike.

Her background includes:

  • MBA in Liberal Arts, Colorado State University
  • 6 years of Tax Preparation experience
  • Participant of the IRS Annual Filing Season Program