Cline Tax and Accounting
Who We Are
At Cline Tax and Accounting, we believe that strong relationships are the foundation of effective financial support. Our personalized tax, accounting, and financial services are designed to build trust and provide a safe space where you feel confident and empowered.
From tax preparation and financial planning to trust management and IRS audit representation, we focus on creating an environment of safety and freedom, ensuring that you can make informed decisions about your finances without stress. Our expert team is dedicated to guiding you every step of the way, offering the trust and support you need to achieve your financial goals with peace of mind.
Our Services
Cline Tax and Accounting offers personalized tax, accounting, and financial services tailored to your needs. From tax preparation and financial planning to trust management and IRS audit representation, their team provides expert support. Specializing in high-net-worth individuals, fashion models, and entertainment professionals, Cline focuses on saving you money and reducing stress. At Cline, you’re more than a client—you’re part of the family.
Personal Income Tax
At Cline Tax and Accounting, We specialize in personalized income tax services designed to simplify the tax process and maximize your returns. Our expert team works closely with you to understand your unique financial situation, ensuring all deductions and credits are fully utilized. We provide thorough tax preparation, proactive planning, and guidance to help you navigate any complexities, giving you the peace of mind that comes with knowing your taxes are in trusted hands.
Business Income Tax
Cline Tax and Accounting offers specialized business income tax services tailored to the unique needs of your business. Our team works closely with you to understand the intricacies of your operations, ensuring accurate and efficient tax preparation. We help identify opportunities to reduce tax liabilities, maximize deductions, and optimize your business’s financial strategy. Whether you’re a sole proprietor, partnership, or corporation, we provide expert guidance to navigate complex tax laws, minimize risk, and keep your business compliant, all while helping you make informed decisions that support your long-term success.
Trust and Estates
High Net Worth Family Office
Cline Tax and Accounting offers specialized services for high-net-worth families through our family office solutions, providing a holistic approach to managing complex financial needs. Our expert team delivers personalized strategies for wealth management, tax planning, estate and trust administration, and asset protection, all tailored to preserve and grow your family’s wealth. We take a proactive, hands-on approach to ensure that your financial affairs are seamlessly coordinated across generations, providing peace of mind with trusted advice and meticulous attention to detail. Our goal is to help you achieve lasting financial security, while empowering your family to make informed decisions for the future.
Our Team
At Cline & Associates, LLC, we are dedicated to providing exceptional tax preparation and advisory services with a personal touch. Founded in 2007 by Bill Cline, our firm has grown into a trusted resource for individuals and businesses seeking expert financial guidance. With over 25 years of experience, Bill’s background in public accounting and high-net-worth financial management shapes our client-focused approach.
Bill Cline, Founder and Principal
Bill, a CPA with expertise in complex tax issues, founded his boutique firm in 2007, prioritizing trust and personalized service.
Michelle Simms, CPA
Michelle, a CPA with over a decade of experience, specializes in tax strategy and enjoys Colorado’s outdoors with her family.
Melissa Puccio, CPA
Melissa, a Colorado CPA with 18+ years of tax expertise, enjoys travel, the outdoors, and time with her daughters.
Maggie Von Arx, CPA
Maggie, a CPA since 2015, joined in 2022 with 15+ years of experience. A Lamar University graduate, she now calls Colorado home.
Caitlin Wood, CPA
Caitlin, a CPA with eight years of experience, started at PwC Denver. She enjoys skiing, traveling, and time with her husband and dog.
Shannon Fristensky, CPA
Shannon transitioned from healthcare to accounting and has lived in Colorado for 11 years. She enjoys traveling, hiking, and biking.