Colorado Springs · Est. 1984

Tax preparation for Colorado Springs businesses and families.

A family-led CPA firm serving Colorado Springs and the greater Front Range. Expert business and individual tax preparation, plus advisory, business formation, and S-Corp election services.

  • 4.9
    97 Google Reviews
  • 90%+
    Client Retention
  • 875+
    Annual Returns
  • 2025
    Readers' Choice

Our Story

A Colorado Springs firm
built on relationships.

Lockhart & Company — formerly Lockhart & Powell — has proudly served the Colorado Springs community for more than 40 years. What began as a small CPA practice in 1984 has evolved into a thriving, family-led firm grounded in experience and trust.

Today, the firm is led by dual-CPAs Megan and Brandon Lockhart, who are dedicated to supporting entrepreneurs and individuals through expert tax preparation and personalized advisory services.

Our enduring commitment to integrity, respect, and excellence continues to shape our work — and define our purpose.

42+
Years in Colorado Springs
Lockhart & Company reception area
Since 1984
Family-led, built on trust.

Our Values

The principles that guide every return.

01

Integrity

Whether preparing a complex S-Corp return or filing an individual 1040, we do what's right — every time. Honesty, accountability, and transparent tax planning.

02

Respect

Guided by the Golden Rule, we treat every client's time, data, and beliefs with the utmost respect. Secure portals, prompt callbacks, lasting relationships.

03

Excellence

Cutting-edge tax software, bank-secure portals, and an extensive review process deliver meticulous returns that withstand IRS scrutiny.

By the Numbers

A track record
that speaks for itself.

Colorado Springs MagazineReaders' Choice 2025
4.9
Google Rating
Based on 97 reviews
90%+
Client Retention
Year after year
875+
Annual Returns
Expertly prepared
1984
Established
Colorado Springs

Client Success

Real partnerships, real results.

"Their communication is incredible, they are timely, each person is kind and professional, and their systems are clear and informative. I have had a wonderful experience and highly recommend them."
— 2B Organized Denver, Google Review
Client Story
Powell · Client Testimonial

What Clients Say

4.9 stars across 97 Google reviews.

4.9 / 5
"Worked with this firm for start-up business services, individual and business tax returns, and ongoing advisory. I felt very confident in all services provided. I also received some smart financial advice. Staff is friendly and response times are spot on."
Steve Arning
Google Review · 3 weeks ago
"Lockhart and Powell CPAs provide excellent tax preparation services. They have a very convenient online portal to communicate and upload documents. They were very patient in working with me and answered all of my questions."
Joseph Pineau
Google Review · 3 weeks ago
"Megan and Brandon Lockhart were exceptional to work with on my Retirement Tax Planning and Income Tax Preparation. Megan handled every detail with thoroughness, accuracy, and responsiveness. I highly recommend Lockhart & Company to anyone who wishes to have the best CPA professional team working for them!"
Kevin LiVigni
Google Review · 1 month ago

How We Work

A clear, careful process —
from intake to filing.

  1. 01

    Discover

    We discuss your needs, goals, and current situation to determine the best service approach.

  2. 02

    Information Gathering

    Comprehensive collection of documents and data needed for accurate preparation and analysis.

  3. 03

    Prepare & Review

    Returns are prepared, then put through our extensive multi-step review process before signing.

  4. 04

    File & Advise

    We e-file, deliver your copy, and stay in your corner year-round for IRS notices, planning, and growth.

Frequently Asked

Questions, answered.

Do you work with businesses outside Colorado Springs?
Yes. Our office is in Colorado Springs, and we work with businesses throughout El Paso County. Between our secure client portal, QuickBooks Online integration, and virtual meeting capabilities, we also work seamlessly with clients statewide.
Which documents should I send my CPA for accurate business-tax preparation?
Provide your QuickBooks year-end file or Trial Balance and General Ledger, payroll reports, and prior-year return (if you are a new client). Clean digital files help us deliver faster, error-free corporate tax returns.
Can you handle multi-state businesses?
Yes. Whether you're based in Colorado with operations elsewhere, or located in another state entirely, our CPAs have the expertise to handle multi-state tax filings and ensure you're compliant across all jurisdictions where you do business.

Let's talk

Ready to simplify
your finances?

From tax preparation to consulting and business formation, our Colorado Springs CPAs are here to help your business and family thrive.