Profile
Loretta Rose Dorman
ListedAccounting and Tax Services in Boulder, CO
About
About
Loretta Rose Dorman is the founder and CEO of Wealth Baristas LLC, an accounting and tax services practice based in Boulder, Colorado. The firm is presented as a business and personal tax accounting advisor serving clients throughout the Front Range.
Her work includes accounting services, business tax preparation, tax planning, and tax services for individuals, households, and small businesses.
Loretta Rose Dorman is the founder and CEO of Wealth Baristas LLC, an accounting and tax services practice based in Boulder, Colorado. The firm is presented as a business and personal tax accounting advisor serving clients throughout the Front Range.
Her work includes accounting services, business tax preparation, tax planning, and tax services for individuals, households, and small businesses. Source materials also describe experience in accounting and tax planning for both businesses and individuals, along with a background in financial management, reporting, and financial statement analysis.
The practice provides client resources such as tax guides, forms, calendars, financial calculators, and ShareFile support, giving clients access to practical materials alongside its tax and accounting services.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Business tax preparation | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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