Tailored Tax and Wealth
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?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: construction, contractors, real estate, professional services (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; publishes prices; 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 | Tailored Tax and Wealth | home page | |
| Website | https://www.tailoredtaxandwealth.com/ | home page | |
| Office locality | Parker, CO | home page | |
| Phone | +17207672141 | home page | |
| Offers bookkeeping | Documented: ...earn. Services: Corporate Taxes Audits Pass-through Personal tax returns Accounting & Bookkeeping Streamline your finances and save valuable time with our professional accounting... | home page | |
| AP / AR | Documented: ...Ledger & Account Reconciliation Identify discrepancies before they become problems. ✔ Accounts Payable & Receivable Management Streamline cash flow and vendor payments. ✔ Payroll... | /services | 4 pts (max 4) |
| Payroll coordination | Documented: ...Tax & Wealth Management Package $675/Month Expert bookkeeping/accounting services Payroll services (+$10 for each additional employee) Year-long tax planning and consultation... | /pricing | 4 pts (max 4) |
| Industries served (documented) | construction, contractors, real estate, professional services | home page | 5 pts (max 5) |
| Pricing approach published | Publishes prices: "$675/Month" | /pricing | 6 pts (max 6) |
| Reporting cadence stated | Documented: ...with confidence. Services: Intuit management Precision-driven financial records Monthly reports Financial Planning Achieve your life goals with confidence through our personalized... | home page | 4 pts (max 4) |
| Named contact / team | Terry Lambert, CPA | /about | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: Tailored Tax and Wealth, LLC · CO entity ID 20251372867 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2025-03-29 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 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); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (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.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists Tailored Tax and Wealth, LLC (CO entity ID 20251372867), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2025-03-29 as the formation date of a Colorado-formed entity.
Data limitations
- 20 of 22 evidenced items come from Tailored Tax and Wealth's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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