Tax - Bookkeeping - Payroll
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Proper tax preparation and annual planning is a key part of any business. Whether you are incorporated or are a sole proprietor, we can prepare your return and help you plan for the future. We look at the whole picture when considering how a business tax election will effect your personal return. Our services include:


*Entity Selection:

We can help you decide the best way of doing business to meet your needs.


*Corporate Formation:

Corporation setup and filing of all required forms.


*Income Tax Preparation:

Multi-state corporate, individual and small business income tax returns, including completion of W-2's. Electronic filing of tax returns.


*Tax Planning:

Minimize your tax based on your type of business and future goals. We can project your income for the year, calculate your estimated taxes and make suggestions based on those projections.


*Sales Tax:

Sales tax preparation and reporting.  


*Payroll Tax:

We prepare and file your payroll tax payments and reports



We can help you stay in compliance with city, state and federal requirements.    


Streamline Accounting can do all your business accounting or simply make adjustments to the books you keep. We are experts in QuickBooks and can help you set up and maintain your own system. We are able to troubleshoot and problem solve bookkeeping and software questions.


*Bookkeeping / Payroll:

Accounts payable, receivable, payroll and payroll taxes including W-2's


*Financial Statement Preparation:

Based on your bookkeeping or ours, we can prepare financial statements for your bank or clients.


*Need Help?:

We are experts in QuickBooks and are ready to answer all your questions.


*We have many clients located in other cities and states.  We are able to work remotely with clients, and are utilizing new technologies to Streamline the process.


Streamline Accounting can act as a conservator to minors or incapacitated adults.


Do you need help with your business or personal taxes, accounting, or other financial issues?


Streamline Accounting was created for people like you. Founded in 1995 by Theresa (Terri) Sassano, CPA CGMA, Streamline specializes in the needs of small to medium size, owner/operator businesses. Theresa's vision was to provide better service, return calls promptly and "streamline" the bookkeeping and tax process. She takes pride in offering her clients fast efficient service while paying attention to detail. Over twenty years later, Streamline Accounting, Inc. is still owned and operated by Terri.  Streamline Accounting offers a large array of services designed to meet the needs of businesses of all sizes and individuals of all tax brackets. We have a friendly, un-intimidating atmosphere to help clients with whatever tax or accounting needs they may have.   Streamline Accounting can be contacted at 970.433.2368 or you can email Terri at We look forward to hearing from you so we can devise a plan to meet your specific accounting needs.



About Terri Sassano

Terri has been preparing taxes and helping clients with their bookkeeping and payroll for over 20 years.  She has experience with both simple and complex tax issues.  Terri is a member of the AICPA, the world's largest member association representing the accounting profession, and has been a Lorman Education Services professional business presenter.

Terri is dedicated to providing clients with friendly professional service, emphasizing accuracy and responsiveness. Terri can be contacted at 970.433.2368 or or .

Linda Phillips has extensive experience in bookkeeping services.  We are happy to have her on our team.  Linda can be contacted at 970.433.2368 or



Payroll and Sales Tax (monthly rates available)

Beginning at $65/hour

Bookkeeping (monthly rates available)

Beginning at $65/hour.

Quarterly Payroll Reports

Beginning at $100 per quarter.  Prices vary depending on number of employees, number of states, and payroll process.

Tax Preparation

Charged by the form, based on an hourly rate. Call for a detailed quote.


Contact Streamline Accounting

215 Cheesman St Ste J

phone: 970.433.2368

fax: 303.945.7917

By Appointment


Streamline Accounting is located on the north west corner of Cheesman and Briggs streets in downtown Erie, CO

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