Tax Preparation, Bookkeeping, and Audit Representation

Serving clients in the Cedar Valley and nationwide with in-person and virtual appointments

Kelly Barlow, EA
Founder, IRS Enrolled Agent, Tax Accountant

Touchstone's mission is simple: We help you understand and make the most of your tax situation and small business finances.

We want you to feel confident in your tax outcomes and financial reporting. To accomplish this, we build strong relationships with our clients and focus on true service. Why? Because when we're comfortable with each other, collaboration comes easily--perhaps you'll even look forward to tax time and book work.

Touchstone's underlying principles
Our Services

Tax Preparation

Taxes are not optional, but we can make them less stressful--Let us take the confusion and drudgery out of tax prep each year. Minimizing your tax liability and proactive planning are how we make sure your tax outcome is the best possible one for you. We serve individuals, businesses, estates, and trusts with their tax filing needs.

Audit Representation

A letter from the IRS or any tax authority can be shocking, intimidating, and nerve-wracking. Whether you've received a simple request for documentation or you face a full audit, we will navigate the complex processes of the IRS with you to ensure you are well represented.

Bookkeeping & Financial Reporting

Our bookkeeping services are tailored to the unique needs of your business and can be as hands-on or as hands-off as you need. We deliver clear financial statements and reports that provide the insight you need to grow your business. We will develop a bookkeeping plan that meets your needs yet minimizes your employees' time spent on the process and without disrupting operations.

Our Team
Kelly Barlow, EA
Founder, IRS Enrolled Agent, Tax Accountant

Lorrin Schofield
Staff Accountant

Tina Groe
Director of First Impressions

Our Clients

Nick Lodick

"Amazing experience!! Very professional and very fair! Could not ask for more!!"

Jessica Boose

"Kelly always helps with all our questions and works around our busy schedules."

Barbara Platt

"Amazing experience with a trusted tax professional. I left knowing my tax professional is available for help all year round. Overall, easy and affordable place to have my taxes done. Will definitely be going back."
Contact Us
Reach out today! We'd love to hear from you.
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