ABOUT RFTA
A tax and accounting firm built by a business owner who got tired of bad accounting service.
We’re based in the Roaring Fork Valley. We serve growth-minded business owners across the Mountain West — and increasingly anywhere we can do good work.
How RFTA came to be.
RFTA started because the firm James bought was the kind of firm we now exist to replace. Communication was a mess. Clients were frustrated. The team was overworked. We’ve been the client who couldn’t get a callback. We know what it feels like.
Over the last three years, we’ve consolidated three practices into one — a tax practice, an accounting practice, and a long-running local firm — under one team and one approach. We’ve rebuilt how we communicate, how we deliver work, and how we use technology. We’re not done. We’re being honest about where we are.
We’re building the firm we wish existed when we needed one. A firm that talks to you year-round. A firm that takes the relationship seriously. A firm that uses AI to make the team more available, not less. A firm you’d be proud to recommend to your friends.
OUR VALUES
What you can expect from us.
We’re human first.
You’re a person to us, never a number on an invoice. We answer with patience, honesty, and kindness.
We make every interaction count.
We try to stay a step ahead so you feel understood, supported, and confident every time we talk.
We finish what we start.
We’re dependable and we follow through. When something comes up, we own it and we handle it.
How we’re built.
Three teams, one roof
Tax, accounting, and client experience — each led by a department head who knows your work.
~1,500 returns a year
Around 30 monthly accounting clients. A growing team.
AI in the back of the house
Automation woven in so the team spends their time on the work that matters — yours.