Profile
Terry Edward Lambert
ListedCPA Tax and Financial Planning Advisor in Colorado
About
About
Terry Edward Lambert, CPA is associated with Tailored Tax and Wealth, LLC, a Colorado-based tax and wealth advisory firm serving individuals and businesses.
The profile source presents Terry Lambert as an expert in tax and financial planning and notes background with the IRS, KPMG, and Charles Schwab.
Terry Edward Lambert, CPA is associated with Tailored Tax and Wealth, LLC, a Colorado-based tax and wealth advisory firm serving individuals and businesses. The firm’s public materials describe a focus on tax preparation, tax planning, accounting, financial planning, and business advisory support.
The profile source presents Terry Lambert as an expert in tax and financial planning and notes background with the IRS, KPMG, and Charles Schwab. Tailored Tax and Wealth states that its mission is to provide comprehensive, tailored tax and financial strategies that help clients optimize their money and work toward life goals.
Relevant capabilities include:
- Tax services for individuals and businesses
- Accounting and CPA advisory
- Bookkeeping services
- Financial planning and business advisory
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| CPA accounting advisory | Standard | ||
| Bookkeeping services | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
PARKER, CO
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