AW Financial Services, LLC
What we could verify
- Registered business?
- Registration found: Colorado Secretary of State, status Good Standing, formed 2009
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: construction, real estate, professional services, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | AW Financial Services, LLC | home page | |
| Website | http://www.awaccountingtax.com/ | home page | |
| Office locality | Centennial, CO | home page | |
| Phone | +17206638118 | home page | |
| Offers bookkeeping | Documented: ...along with your business growth. Beginning from setting up your business, we provide bookkeeping, accounting, and tax-preparation services including payroll, sales & use taxes... | home page | |
| Payroll coordination | Documented: ...business, we provide bookkeeping, accounting, and tax-preparation services including payroll, sales & use taxes, property tax, income tax returns, replying to IRS notices, and... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Services, LLC Accounting is the language of practical business life Preparation of any financial statements Faithful accounting for our clients Scrupulous accounting for your... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, professional services, manufacturing | /Company/Index | 5 pts (max 5) |
| Software supported | QuickBooks | /Services/Bookkeeping | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Huei-Chun Wang · CPA (self-reported to the IRS, not a state license) · business name on the record: AW Financial Services LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Entity found in the state business registry | Business registration found: AW Financial Services, LLC · CO entity ID 20091500901 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2009-09-22 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 29, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Colorado State Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Huei-Chun Wang under the business name 'AW Financial Services LLC' in Centennial, CO. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists AW Financial Services, LLC (CO entity ID 20091500901), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2009-09-22 as the formation date of a Colorado-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 23 evidenced items come from AW Financial Services, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.