Carrie Schoffman
Founder & Owner
Carrie is the owner and founder of CPA Concierge Services. Prior to launching the firm, Carrie spent over 25 years working in tax, accounting and financial services.
Her diverse background includes prior work at PriceWaterhouseCoopers LLP, the Securities and Exchange Commission, Chief Compliance Officer/Chief Operating Officer/Principle Financial Officer/Treasurer roles at ICON Advisors and ICON Funds, and independent accountant jobs.
Carrie obtained a degree in Public Accounting from Colorado State University in 1996, and has maintained her CPA license since then. She is a member of the Colorado Society of CPAs and the American Institute of CPAs.
Lyndsay Furlong
Staff Accountant
Lyndsay has been in the tax service industry for six years. She takes joy in helping individuals and small businesses grow to achieve their goals, whether that is assisting start-up businesses develop accounting and tax procedures, or assisting in tax planning. Overall, she possesses ten years of accounting, bookkeeping, payroll, analytics and sales tax experience.
Lyndsay is a member of the NATP, is a certified Quickbooks Pro Advisor, and is actively pursuing her Enrolled Agent license.
Carrie Schoffman
Founder & Owner
Carrie is the owner and founder of CPA Concierge Services. Prior to launching the firm, Carrie spent over 25 years working in tax, accounting and financial services.
Her diverse background includes prior work at PriceWaterhouseCoopers LLP, the Securities and Exchange Commission, Chief Compliance Officer/Chief Operating Officer/Principle Financial Officer/Treasurer roles at ICON Advisors and ICON Funds, and independent accountant jobs.
Carrie obtained a degree in Public Accounting from Colorado State University in 1996, and has maintained her CPA license since then. She is a member of the Colorado Society of CPAs and the American Institute of CPAs.
Lyndsay Furlong
Staff Accountant
Lyndsay has been in the tax service industry for six years. She takes joy in helping individuals and small businesses grow to achieve their goals, whether that is assisting start-up businesses develop accounting and tax procedures, or assisting in tax planning. Overall, she possesses ten years of accounting, bookkeeping, payroll, analytics and sales tax experience.
Lyndsay is a member of the NATP, is a certified Quickbooks Pro Advisor, and is actively pursuing her Enrolled Agent license.
Our Values.
We pride ourselves on certain fundamental values and principles which drive our working relationships with our clients.
Our Values.
We pride ourselves on certain fundamental values and principles which drive our working relationships with our clients.