Your Denver Tax & Unlimited IRS Representation Source
Hi! I’m Katie B. Rocke, CPA (Certified Public Accountant) since 1983 and former IRS field agent for 14 years. I am a CPA specializing in taxes and IRS representation. Only CPAs and attorneys have a statutory right to practice before the IRS. My rates are very reasonable and I offer many complementary services to my clients. I can prepare your taxes (all years, all states) handle an audit, go to appeals for you, petition Small Tax Court for you, prepare an Installment Agreement or an Offer in Compromise and much more.
Don’t trust your financial future to an inexperienced tax preparer with minimal training or risk guessing the answers to seemingly simple tax software questions. The tax code is extremely complex. It is easy to get in trouble with the IRS, but very difficult to get out. Over 98% of the people I represent before the IRS either prepared their own tax return or went to a non-CPA. Don’t be fooled by others who claim they are “tax specialist”. Congress uses the term “tax specialist” only for CPAs and tax attorneys.
My fees are based on three (3) criteria:
01) Credentials – CPA, Master’s Level Work in Tax & Accounting
02) Experience – 30 years as a CPA; 14 of those as an IRS field agent
03) Strategic Analysis – What is the best course of action to take?
If you are coming into the office for an appointment, please bring in the originals of your documents. It is very difficult to scan copies.
If you are emailing documents to me, please send all attachments in PDF Format ONLY! When scanning, press the “FILE” button, not the “Image” button. The image button is for photographs (jpg). I cannot read them and will have to send them back to you and request that you resend in PDF. Your tax return will be processed faster if everything is in PDF.
Here’s what some of my clients have to say about their experience working with Rocke Tax & Financial:
“Katie – Thank you so much for your continued hard work on my S-corporation tax returns. Your expert knowledge has proven to be worth it’s weight in gold for our business. I don’t know what we’d ever do without you!” - Bruce N., Denver CO
“Hi Katie! I just wanted to send along my thanks for the amazing job you did on my tax return. I can’t believe how big my refund was this year! It’s amazing how many deductions I was missing when I was using tax software on my own. I look forward to having you review my previous returns to find everything else that I missed. I’m so glad that I have found you! Thank you again!” - Dan G., Westminster CO
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