“I have worked with Susan for over six years; I have always found her to be extremely professional and very knowledgeable in her accounting and taxes. I would strongly recommend her to anyone in business” Bob Zeeb, Zeeb Custom Remodeling LLC
“Susan did a great job in helping my company grow and with all of the accounting that goes along with that. I highly recommend her.” Service Category: Accountant Year first hired: Top Qualities: Personable, Good Value, On Time Durk Price, eAccountable LLC
“I have worked with Susan for a short period of time but my experience has been great. She is very easy to talk to regarding complicated information. She also explains it in a language that I can understand.” Esgar Acosta, Diamante Security
“Susan Balcomb has been doing our complex tax returns for many years and we highly recommend her. She is professional, knowledgeable, responsive, reasonably priced, efficient, accurate, helpful, and all this with a great attitude and sense of humor. We use her services for our business and personal tax returns and so do all our family members. We are so glad we found Susan!” Debbie King, Bloomingvails LLC
“Susan has been a valued partner in tax planning for mutual clients and is extremely knowledgeable in all areas of debt relief, bookkeeping and accounting, and now tax preparation! I hate to have her as a competitor in the tax preparation arena, but applaud the effort and professionalism she brings to our field of expertise. Go, Susan, go!” Robert M. Herrell, RMH Projects, Inc.
“Excellent tax and accounting background and abilities. Prompt work product and great communication skills.” Nick Kellem Attorney at Joseph H. Thibodeau, P.C.
“I have known Susan since 1986, that’s when we became business partners. She was the driving force of our business; never afraid to take on a challenge. When she moved to the mountains in 1989 I purchased her share of the business. She is diligent about her continuing education and an inspiration to me. I still enjoy her monthly newsletters.” Denise Banton E.A., Tax Accountant
A FEW CLIENT SUCCESS STORIES
William Clow Douglas graduated from Princeton University with a B.A. in Business, after serving in the Army’s Tenth Mountain Division during World War II, where he was awarded a Bronze Star for his service. Although he spent most of his adult life in Lake Forest IL. working as a stockbroker, investment banker and venture capitalist, he fell in love with the Rocky Mountains during his Army training days so he maintained a home there for many years. Bill’s entrepreneurial spirit led him to create several privately held companies including the Illinois Company, Douglas Securities, and North Star Inc. Susan worked with Bill at North Star Inc. and Fuelman Western Inc. managing his personal finances were many since he was one of the heirs of the Quaker Oats empire. She worked with Bill up until he retired, in 2002 at the age of 74 at which point his son William Douglas Jr. took over. Go with grace and honor Bill, he sadly passed on March 6, 2013.
Ed Small, President of Sierra Construction, Inc. Since 1977, a custom home builder, remodel specialist, and light commercial developer has been a successful contractor for 30 years. We have managed up to $10 million in gross sales. Sierra built small subdivisions in the Eagle River area of Vail, Coloradofrom 2003 to 2013. Susan helped him manage the construction cost while being built, financing with the banks, and closings of the properties upon sale and the transfers of all the warranties to the new owners. These properties transferred with clean and clear titles, quality and enjoyable homes for the new owners.
Quail Run Town homes is a Non-Profit Organization formulated in 2001 consisting of 72 individual three-story townhome units. This property was self-managed by its owners who hired a property management company to handle the maintenance of the common areas, structural components, and organization of the association meetings. Susan handled all of the annual budgeting, accounting and documentation of the unit sales from 2007 to 2011. She also maintained and improved the collections and delinquencies of dues for the association through the down turn of the economy thereby reducing as much impact to the members as possible. An accumulation of reserves provided the association with an amazing face-lift, that started in 2014 and improved property values.
Vail Valley Medical Center Volunteer Corps, was founded by Paula Wahle in 1979 and has grown from 13 to more than 200 members. Although the Volunteer Corps initially focused their efforts on fundraising for the hospital, it has since become instrumental in assisting patients, guests and staff at Vail Valley Medical Center, Shaw Regional Cancer Center, Sonnenalp Breast Center and Beaver Creek Medical Center on a daily basis. Each year, the VVMC Volunteer Corps donated more than 10,000 service hours and as much as $60,000 to Vail Valley Medical Center. The annual Fashion Show and Luncheon is the Volunteer Corps’ largest fundraising event and draws nearly 400 guests for high fashion and fun. Susan started out volunteering as the Treasurer for the Board of Directors in 2008 and later became the Board President in 2011. She provided her skills as an accountant and tax preparer, as well as leadership of the group.