Serving clients across the country, Amsberry & Associates, PC is a Colorado licensed CPA firm specializing in the tax and accounting needs of individuals and small businesses. Our main office is in northern Colorado Springs with a satellite office in Littleton, Colorado.
Through the combination of smaller CPA firms throughout its history, Amsberry & Associates, PC is fortunate to work with a diverse group of clients that include nonprofits, partnerships, corporations, estates, trusts, and individuals from all walks of life. We work hard to develop trusted and valued relationships with our clients who represent every tax bracket.
This diverse culture has allowed our accounting associates the opportunity to assist individuals, families, and businesses with almost every imaginable financial need. We encourage clients to call on us in life-changing circumstances or just out of curiosity. Plus, our billing practices help to encourage that attitude.
We cannot foster this sort of relationship without surrounding ourselves with clients who look forward to interaction with us and appreciate our dedication to them. Our clients share in the idea that by staying on top of today's stresses, they can achieve tomorrows peace of mind. They are individuals and businesses that expect excellence and have made a firm commitment to achieving it.
Mr. Amsberry was licensed as a Certified Public Accountant by the State of Colorado in 2003 and was also awarded the distinction of Chartered Financial Analyst in 2004. In 2005, Mr. Amsberry acquired an equal ownership interest with Joseph J. Seefried in a public accounting practice now known as Amsberry & Seefried, PC which specializes in non-profit organizations. At the end of 2007, Mr. Amsberry also acquired the existing business of a long-time tax practice located in Colorado Springs now doing business as Amsberry & Associates, PC. Prior to partnering with Mr. Seefried, Mr. Amsberry worked as an investment analyst and senior accountant in the mutual fund industry. Mr. Amsberry holds a BS in Business Administration from the University of Colorado at Denver and an MBA from Regis University. He is also a member of the Colorado Society of Certified Public Accountants and the CFA Society of Colorado.
Mr. Seefried was licensed as a CPA by the State of Colorado in 1989. He has acted as the business manager for St. Frances Cabrini Catholic Church since 1992 and has conducted reviews for the Diocese Colorado Springs since 1993. Before that, Mr. Seefried worked in public accounting as well as in industry as a controller for a large, regional computer company. He is a trusted advisor of the firm, and his talent and expertise are a big part of the character of our work. Mr. Seefried graduated with a BS in Business Administration from Youngstown University and is a member of the Colorado Society of Certified Public Accountants.
Mr. Smith joined our firm in 2013. He began his career in financial planning and investment management in 1997. This experience includes several years with two of the world's largest financial institutions, Prudential and The Vanguard Group. Mr. Smith is responsible for a broad spectrum of wealth management services including personal financial planning and investment services to our individual and business clients. He holds a BA from Hamilton College in Clinton, New York and the Certified Financial Planner designation from the College of Financial Planning in Denver, Colorado.