Jon Stanfield

Partner

Jon Stanfield

I find great fulfillment in watching my clients grow throughout the business life cycle. From start-up to maturity, I enjoy being a trusted advisor each step of the way.

OVERVIEW

Jon helps clients make tax-efficient decisions through careful planning and follow up.

When you work with Jon, you can expect him to take the time to listen and understand your specific situation. Jon serves his clients and leads his team with a servant's mentality. You can expect a timely and thorough response to inquiries.

Outside of work, Jon enjoys spending time with his family and volunteering at his church.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant

Education

  • Master of Science, Accounting—University of Colorado, Boulder

KNOWLEDGE

Client Work

  • Participated at the leadership level with the employee retention credit initiative, generating multiple millions of tax credits for clients.
  • Led the planning for enterprise zone credits generating over $200,000 in state tax savings.
  • Facilitated the consolidation of numerous entities by helping the owners navigate the complex tax consequence of the merger and working with other professionals to complete the schedules to the legal documents.
  • Assisted client's attorneys and business brokers to ensure large business acquisitions and dispositions run smoothly and moved forward to completion, not limited to preparing schedules and calculations to incorporate into the closing documents.
  • Assisted clients in obtaining over $4 million in COVID related stimulus.

COMMUNITY

Community Involvement

  • Calvary Chapel Craig, Board of Directors