Areas of Focus
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Equity Compensation Options
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Estate Planning
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Exit Planning
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Financial Life Planning
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Owning a Business
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Tax-Smart Accumulation Planning
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Tax-Smart Distribution Planning
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Taxes
About Terry Lambert, CPA
Hi, I’m Terry Lambert, CPA. 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.
Professional Designations
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Certified Public Accountant (CPA)
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Master of Science in Taxation (MST)
Affiliations
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AICPA Personal Financial Planning (PFP)
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American Institute of CPAs
Primary Location
19563 E Mainstreet. Parker, CO 80134
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Flat Fee
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One-time Financial Plan
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Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a free 45 minute consultation. Whether you have questions about tax, accounting, financial planning, or business advisory, I’m here to help. I look forward to speaking with you.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Tailored Tax and Wealth
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.
Why Choose Us?
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.
Comprehensive Financial Services for Individuals and Business Owners
▪️ Tax Consulting & Compliance
Maximize your returns and minimize your stress with our expert tax consulting. We uncover every deduction, optimize your strategy, and keep you fully compliant—so you keep more of what you earn.
▪️ Accounting & Bookkeeping
Streamline your finances and save valuable time with our professional accounting and bookkeeping services. We keep your records accurate, organized, and tax-ready—so you can focus on growing your business with confidence.
▪️ Financial Planning
Achieve your life goals with confidence through our personalized financial planning services. We create a clear, actionable roadmap to grow your wealth, protect your assets, and secure your financial future.
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.
Education
University of Denver, Master of Taxation | Colorado State University, Bachelor of Business Administration (BBA), Accounting
Hobbies and Interests
- Eating Out
- Exercising
- Family
- Hiking
- Reading
- Working Out
Who We Serve
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Business Owners
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Corporate Executives
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Dual Income Family
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Government Employees
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Hispanic | Latino
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Intergenerational Families
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Living in Retirement
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Parents
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Therapists
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Young Families