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← Back to Top 10 Bookkeepers in the Colorado Springs Area, CO (2026)

Latitude Tax Advisors

Evidence Score 37/100 at 84% evidence coverage 6 of 10 on the Colorado Springs area list How the score works

What we could verify

Registered business?
Registration found: Colorado Secretary of State, status Good Standing, formed 2025
CPA license or firm permit?
Not verified
Publishes prices?
Not stated on its website
Local or remote?
Local
Software?
None named on its 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

Documented services + buyer fit13 of 40 pts, 40 checked
Independently verifiable qualifications6 of 20 pts, 6 checked
Operational + pricing transparency7 of 25 pts, 25 checked
Verified identity + continuity11 of 15 pts, 13 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Latitude Tax Advisors's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Latitude Tax Advisors home page
Oct 13, 2026
Website https://www.latitudetax.com/ home page
Office locality Colorado Springs, CO /contact
Phone +17194575317 home page
Offers bookkeeping Documented: ...for LLCs, S-Corps, partnerships, and corporations - organized or spreadsheet-based. Bookkeeping Monthly transaction categorization, reconciliation, and clean financial reporting.... /pricing
Payroll coordination Documented: ...your stress, and helps you maximize your savings. Learn more Tax planning, accounting, payroll, wealth management and everything in between Tax planning, accounting, payroll... home page 4 pts (max 4)
Month-end close + reporting Documented: ...a hitch, so you always know exactly where your business stands. General ledger & financial statement preparation Bookkeeping (monthly & quarterly) Accounting system setup for new... /services 6 pts (max 6)
Local / remote model stated Local /contact 3 pts (max 3)
Bookkeeping designation (AIPB/NACPB) or IRS preparer record IRS preparer record for Rachel Laudick · Enrolled Agent (on the IRS record) · CPA (self-reported to the IRS, not a state license) · business name on the record: Latitude Tax Advisors, LLC IRS preparer records
Third-party
Sep 27, 2026
6 pts (max 6)
Onboarding described Documented: ...formation & registration Special projects & one-time advisory needs Get started 01 Step one Tell us about your business Start by filling out a short questionnaire. It helps us... /services
Oct 27, 2026
4 pts (max 4)
Communication channel / process Documented: ...0 Contact Us - Latitude Tax Advisors Reach out Let's start a conversation We typically respond within one business day - usually sooner. If you're an existing client, you can also... /contact 3 pts (max 3)
Entity found in the state business registry Business registration found: Latitude Tax Advisors, LLC · CO entity ID 20251668648 · 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 2025-06-17 (formation date of a Colorado-formed entity) State business registry
Third-party
Sep 26, 2026
5 pts (max 5)

Checked and not found

  • Not documented. Checked 5 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); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Named contact / team (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); Working contact route verified (0 pts, max 2).

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 Rachel Laudick under the business name 'Latitude Tax Advisors, LLC' in Colorado Springs, CO. The record lists: CPA, Enrolled Agent. 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 Latitude Tax Advisors, LLC (CO entity ID 20251668648), 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 2025-06-17 as the formation date of a Colorado-formed entity.

Data limitations

  • 20 of 23 evidenced items come from Latitude Tax Advisors's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

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