BASED IN COLORADO
TO HELP YOU GET ANYWHERE YOU WANT TO GO

Meet Terry Lambert

Expert in Tax & Financial Planning

“ At Tailored Tax and Wealth, our mission is simple: to provide comprehensive, tailored tax and financial strategies to help individuals and businesses optimize their money and meet their life goals. ”

I’m Terry Lambert, CPA, and I founded Tailored Tax and Wealth to give clients the kind of personalized, high-level financial guidance I wish more people had access to. My background includes working at the IRS, KPMG, and Charles Schwab, which has given me a unique perspective on how taxes, investments, and long-term planning work together. Every strategy I create is customized to fit your goals, protect your assets, and help you make confident decisions about your future. My mission is simple: to bring you the expertise, clarity, and peace of mind you deserve.


✔ Master of Taxation from University of Denver
Understand complex areas of tax law and deductions/credits available to clients.


✔ Certified Public Accountant
Helping clients improve cash flow in their businesses and grow.


✔ Family-Oriented & Community-Driven
Passionate about helping people succeed.

✔ 12+ Years of Experience
Worked with clients in wide range of industries including oil & gas, real estate, construction, wholesale, plumbing, professional services, therapy practices, and more.

Why Choose Us?

At Tailored Tax and Wealth, we design every strategy around your unique goals, lifestyle, and vision for the future. We take the time to understand what matters most to you, so your financial plan feels personal, practical, and built to last.

What Sets Us Apart:


✔ Deep & Thorough Expertise
Understanding individual and business tax law inside-out.


✔ Tailored Financial Strategies
No one-size-fits-all solutions.


✔ Proactive Tax & Business Advisory
Helping you optimize costs and maximize efficiency.


✔ Reliable & Responsive Service
A trusted partner always available when you need support.

Let’s Work Together on Your Financial Goals

If you're looking for expert accounting, tax consulting, or financial planning services, I’d love to help. Let’s start with a conversation!