Our Philosophy and Mission
We are a Certified Public Accounting firm equipped to address your business and individual needs. Our principal mission at RGZ is to provide high quality services in the areas of tax planning and compliance, consulting, financial planning for all stages of life, business valuation, and litigation support to businesses and individuals who aspire to security, prosperity, and the preservation of financial resources.
We offer a personal, yet professional and timely approach in working with our clients, and we cultivate long-term client relationships. As each client’s needs are different, we will work closely with you to tailor our services to your unique circumstances and your plans for the future.In these challenging economic times we believe more than ever that planning is the cornerstone to helping an individual or a business achieve their most vital goals.
Through our extensive continuing education and professional training, we strive to earn your trust by keeping ourselves current and proficient on the ever-changing individual and corporate accounting practices, tax codes, and advances in technology. As your consultant, we will aide you in assessing where you stand now so that we may give you sound advice on balancing measures for growth while avoiding obstacles, thereby leading to greater efficiency and profitability.
Beyond our tax and consulting skills at RGZ, we are pleased to be able to offer three complementary areas of expertise by members of our staff who hold advanced certifications in financial planning, business valuation and litigation support services in addition to being your Certified Public Accountant.
At RGZ, we are committed to financial literacy education for the public at large as a way of “giving back” to our community. In today’s world, we are all bombarded every day with increasingly more complicated and confusing financial products and services, credit and tax standards, and the list goes on. Meanwhile, most people are craving information to fill the absence of explanations and disclosures about all of these new financial options. In order to fill this void, trained professionals at RGZ use a variety of resources, including the American Institute of Certified Public Accountants’ financial literacy curriculum to mentor people of all ages, elementary children through adults. From conducting meaningful games and exercises in the AICPA’s “Feed the Pig” campaign designed for area school-age children, to tackling subjects for adults such as “Debt Management”, “Teaching Kids About Money”, “Credit and Credit Cards”, and “Retirement Basics”, we not only conduct our own public seminars, but we also work with other community-based organizations who are available to come to your school, workplace, or group meeting to present financial literacy educational seminars and classes.
Because we are here to care about YOU! While others might hold to the doctrine that “it’s nothing personal, it’s just business”, such a belief is an unacceptable premise at Rudisill, Gardner and Zeman. As we see it, if we cannot satisfy our clients’ requirements for superb advice and customized personal service while upholding integrity for the laws that bind us as your accountants, we have NO business being in business! We realize that your life’s work is intensely personal to you but that you contend with seemingly dispassionate tax rules and obligations. The last thing you need is to face a disinterested, abrasive accountant!
We want to be honest with you about our ability to meet your requirements, our fee structure, and the expected time it will take to complete the task you hire us to do. You need the opportunity for an unconstrained “back and forth” exchange without watching the clock and fretting about how much this first consultation will cost. Likewise, we need time with you to fully understand and assess your circumstances so that we may provide timely, accurate, and satisfying workmanship should you decide to hire us as your accountants. Sitting with you in your meeting will be a seasoned Partner of the firm who will oversee your client relationship, as well as any staff accountant who will assist the Partner in completing our work for you. We will help you identify the proper documents and information you will need to supply us with in order to complete the work. By the end of your complimentary meeting, our goal is for you to know what you can expect from us!
Are you a business who needs bookkeeping services or payroll recommendations? Do you need to connect with an attorney, a reliable broker, or a conscientious insurance agent? We can help. As members of the Boulder Chamber and other professional organizations, RGZ can give you names of other professionals who can provide you with excellent and trustworthy service. We can assist you as your “trusted advisor.”