Our Firm
Our Firm

We combine experience and the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

Please take a moment and read more about our peopleour historyour credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.

Our People

Bob Lucy
Bob Lucy has a bachelors degree in Accounting from the University of Colorado and a Masters Degree in Business Administration from the University of Denver.  He is an Enrolled Agent.  Enrolled Agents are federally authorized tax practitioners. Only Enrolled Agents, attorneys and CPAs can represent taxpayers before the Internal Revenue Service.  They complete a minimum  of 72 hours of continuing tax education every three years. As a member of the National Association of Enrolled Agents he also completes specialized education in tax audit and collections.  He has held various positions in finance and accounting in industry and government.

Jeanne Nelson
Jeanne Nelson is a licensed tax preparer with over 30 years experience in industry and tax preparation.

Lana Poppe
Lana Poppe is our face to the world.  She is the first point of contact most people have with us.

Our History

We have been in the income tax business since 1982.  In 30 years we have added staff and developed our areas of expertize.   We are located in Greeley, Colorado.  We serve clients in many states.  Our clients have maintained professional relationships via telephone, mail, e-mail and fax.have operated

Our Credentials

Enrolled agents are required to demonstrate their competence in matters of taxation so they can represent taxpayers before the IRS.  Enrolled agents are the only taxpayer representatives receive an unlimited right to practice before the IRS from the U S government.

Our Areas of Specialization

We concentrate in two areas:

  1. We plan and work to minimize your TOTAL TAX, by balancing the income tax between individuals and business they own.  Our goal is to minimize your tax.  We keep up to date on tax law changes and advise you on changes you should make. 
  2.  We represent individuals and businesses before the IRS.  As an Enrolled Agent, Bob Lucy can represent you before the IRS for tax audits, appeals of tax audits, penalty appeals, payroll tax issues, collection issues, and offers in compromise.