Trusted Expertise, Personalized Financial Solutions
With deep expertise in tax compliance/planning and a commitment to client success, Tailored Tax and Wealth provides personalized accounting and tax solutions for businesses and individuals in Parker, CO and across Colorado.
Meet Terry Lambert
Your Trusted CPA in Tax & Finance
“ Hi, I’m Terry Lambert, the founder of Tailored Tax and Wealth. With over 12 years of experience as a CPA in accounting and tax compliance/consulting,
I help businesses and individuals navigate complex financial situations with confidence. ”
My Background
✔ 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.
Our Mission
Helping You Achieve Financial Clarity & Success
“ 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. ”
Our Values
✔ Trust & Integrity
Transparent and honest financial guidance.
✔ Expertise & Precision
Accuracy in all financial matters.
✔ Client-Centered Approach
Every solution is tailored to your unique needs.
✔ Long-Term Financial Growth
We help you plan for the future, not just the present.
Why Choose Tailored Tax and Wealth?
The Right Partner for Your Financial Needs
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 advisory services, I’d love to help. Let’s start with a conversation!