About The Shafer Group in Colorado Springs, CO
Since 2001, The Shafer Group has provided exceptional, personalized accounting services for businesses and individuals. The Shafer Group, founded by Gregory Shafer, CPA, has grown from a sole proprietorship to a thriving CPA practice employing 18 professionals.
We take a team and group approach with every client, which benefits clients of all sizes. More minds means more solutions, and this method encourages collaboration between team members. It puts their combined knowledge and experience to work for you and your business. Our services let us focus on your finances, so you can focus on running your business.
The Shafer Group is a proud member of the American Institute of CPAs (AICPA), the Colorado Society of CPAs, the Better Business Bureau, the Colorado Springs Regional Business Alliance, and the Tri-Lakes Chamber of Commerce. This ensures our clients always receive exceptional service and resources from seasoned professionals who understand the tax system and always changing accounting and tax laws.
Meet Our Staff
Gregory L. Shafer, CPA - License # 18919
Mr. Shafer has 30 years experience in public accounting, much of it having been with one of the nation's largest accounting firms. In addition to having performed professional services to the public as a CPA, he has held positions in industry, both in sales management and as a financial executive. His experience includes a wide variety of industries, working with small businesses in addition to larger firms. Gregory's substantial experience in taxation includes specialization in estate, trusts and business planning. He also holds accreditation in individual financial planning and performs these services for a number of individual clients. Gregory holds a Masters degree in Accounting and an MBA in Taxation.
Andrea LeDeaux, SHRM-CP
Andrea oversees the firm's finance, accounting and administrative activities to include human resources, marketing and information systems. Andrea joined The Shafer group in 2002 to help build the business foundation and position the company for growth. She currently manages day to day business office functions and works closely with senior management to develop and implement future business strategies. Prior to joining the firm, she spent 18 years in health care marketing and management. Andrea holds a Masters of Science degree from St. Joseph's University in PA.
Yoonmi Kim, CPA – License # 25055
Senior Tax Manager
Joining The Shafer Group in 2007, Ms. Kim’s technical mastery has facilitated her advancement through the ranks from Staff Accountant to Senior Tax Manager. With over ten years of accounting and tax experience under her belt, Yoonmi’s role includes the oversight and professional development of the tax staff. She has extensive experience in business consulting, tax planning and tax return preparation for individuals, corporations, partnerships, fiduciary, and exempt organizations across various industries. She holds a BS in Accounting and English as well as a MS in Education. She earned her CPA license in Colorado in 2006. Yoonmi speaks fluent Korean.
Vidhya Krishnamoorthy, CPA – License # 29150
Vidhya has over 10 years experience in public accounting. She joined The Shafer Group in 2008. She works with a diverse base of corporate and individual clients to minimize their federal and state tax liability. Her commitment to client service makes her an asset to growth minded clients in all industries. She also oversees complex research projects for a variety of clients. She develops and motivates associates by reviewing their work and providing them with counseling, leadership and career guidance. Her personal interests are cooking, traveling and gardening. She and her husband share an interest in activities with their two children. She holds a Bachelor degree in Accounting. She is a member of Colorado Society of Certified Public Accountants.
Katie Fenton, E.A.
Katie has over 11 years experience working in public accounting, most of which has been working with The Shafer Group. She holds a license as an Enrolled Agent (EA) which is a federally-authorized practitioner who specializes in tax and who can represent taxpayers before the IRS for audits, collections, and appeals. She manages the tax preparation of individual, corporation, partnership, fiduciary and benefit plan tax returns. She strives to help her clients grow personally and professionally in all facets of their life. Her favorite past time is reading, but she also loves spending time outdoors boating, four-wheeling and camping with her husband, family and friends.
Anita Parrish, CPA – License # 31743
Tax Supervisor and QuickBooks Pro Advisor
Anita earned her BS in Business Administration and MBA in Information Systems from the University of Colorado in Colorado Springs and recently received a Certificate in Accounting from Thomas Edison State College. She has worked as a Marketing Assistant and a Business Administrative Manager for a large office furniture supply company and a small computer company and is excited about embarking on her new career with The Shafer Group. Anita is fluent in German and has lived and worked in Austria, Germany and France. She enjoys spending time with her daughter and walking dogs at the Humane Society.
Patti Canova, E.A.
Patti joined The Shafer Group in early 2012. She has a BS in Accounting and is an Enrolled Agent. Prior to joining The Shafer Group, Patti worked in the healthcare industry and volunteered financial services for a local school district. She also gained hands on experience preparing tax returns for individuals and businesses for a local tax services company. Patti is a member of the American Womans Society of Certified Public Accountants (AWSCPA).
Hiwa is a Kurdish American who moved to the United States in 1994. After earning his BS in Business Administration from the University of Southern Maine and MSA in Auditing from Southern New Hampshire University, Hiwa was eager to start his career with the Shafer Group. He moved to Colorado last year to be closer to family. He is currently working on his CPA exam. Hiwa is an avid hiker, and he also enjoys basketball, football, snowboarding, camping and many other outdoor activities.
Jay Zeng, CPA – License # 33333
Jay has several years of public accounting experience preparing tax returns for businesses and individuals and assisting clients with IRS issues. Jay is a CPA and an Enrolled Agent. Jay earned his MSA in accounting from East Carolina University in 2011 and also speaks fluent Chinese. His favorite hobby is following the Kansas Jayhawks basketball team.
Elizabeth Madrid (Liz)
Liz recently graduated from the University of Colorado Colorado Springs (UCCS) with a Bachelors in Accounting and Finance. She is currently pursuing her Masters degree in Accounting at UCCS. Prior to joining The Shafer Group early in January 2016, Liz prepared individual tax returns for another local tax company. Liz, a native Texan speaks fluent Spanish. She enjoys spending time with her family and her favorite sports are Basketball and Softball.
Accounting Supervisor & QuickBooks Pro Advisor
Julie Perry is a full charge bookkeeper with over 20 years experience helping businesses with their accounting needs. While Julie excels in many areas, her key strengths are with business planning and problem solving. Her knowledge base includes payroll, payroll tax returns, sales tax returns, audits and year end tax preparation. Julie is a certified QuickBooks Pro Advisor who has mastered all aspects of QuickBooks implementation and usage. What stands out most about Julie is the optimal customer service she provides to her clients.
Lisa is an accountant with over 14 years of experience in the public and private sectors. She has a Bachelor of Accountancy from the Univ. of North Dakota and held a CPA license early in her career. Lisa helps businesses of all sizes with various accounting needs to include preparing financial statements, general bookkeeping, payroll and payroll taxes, and payroll tax reports. She is proficient using QuickBooks and other accounting software. Lisa enjoys her interaction with business professionals and the satisfaction gained from helping them run a sound business.
Angelica De Jesus – Lopez
Angelica is an accountant with over 6 years experience in public accounting. Prior to joining The Shafer Group she worked in a small CPA firm in Puerto Rico performing bookkeeping and payroll tax returns for small businesses, income tax returns for individuals and audit analysis. Angelica has an MBA with a major in Accounting and is proficient with QuickBooks and Peachtree accounting software. She loves reading and crocheting. She recently moved to Colorado Springs with her husband and two boys.
Kathryn comes to The Shafer Group with seven years of bookkeeping experience. During this time she obtained her Certificate in Accounting and was in 2012, a Certified Bookkeeper. Kathryn has worked in a number of different industries, including property management, information technology, veterinary medicine and commercial contracting. Kathryn enjoys tailoring her skills to each client individually, to ensure that their unique needs are met. She is excited about the opportunity to work with many diverse clients and continue to grow in all aspects of accounting. Kathryn recently moved to Colorado Springs with her husband.
Our friendly administrative professionals work close together to facilitate office operations. They support our entire staff and our clients in every imaginable way including scheduling, e-filing, tax document assembly, client service and billing. From the moment our client is greeted, to final product pick up, our administrative team is hands on and intricately involved in every aspect of the process. Feel free to contact any one of them if they can be of service.
Administrative Support, Receptionist
Administrative Support, Business Office
Administrative Support, Tax
Call The Shafer Group Today!
Every member of our staff is dedicated to helping clients understand and successfully navigate the ever-changing tax system. We are dedicated to assisting individuals and businesses by providing them with the tax preparation, accounting services and resources they need. We always keep your needs in mind and provide the highest level of service.
For more information about our practice, our services, or for general accounting questions, please give us a call at 719-487-1200 or fill out a contact form.
The Shafer Group Colorado Springs, Colorado.
We'll work hard to protect your hard work. In today’s economy, you can’t afford to waste time worrying about your
business’s finances. That’s why you should trust the experts at The Shafer Group, a professional full-service CPA firm. Since 2002, we’ve been providing businesses just like yours with a range of proactive financial services including:
• Tax Planning
• Accounting and Auditing
• Business Consulting Advice
When you work with us, you’ll have a dedicated team assigned to your account, so there’s always someone available to take your call. This group approach is a great value for clients of all sizes, because more minds means more solutions. And that’s the bottom line.