Profile
Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Mission
Our mission is the help our clients navigate through their toughest individual and business tax and accounting challenges. We strive for consistent and open communication to reach an understanding of our clients’ needs through research and sound analysis. We focus on providing customized services to businesses and individuals and we are dedicated to meeting these goals with high standards of excellence and professionalism. Every client receives the close analysis and attention they deserve.
Staff Profiles
Chad Greenberg
Chad brings more than 25 years of experience in both public accounting and private industry. He has dedicated much of his career to working in the tax planning, consulting, and preparation fields where he specialized in helping individuals and privately held businesses find optimal tax and financial outcomes. In addition, Chad brings a wealth of experience working in private industry. Having held such key roles as co-founder, CFO, controller, and managing director of multiple successful early stage and startup companies, Chad brings to his clients a unique vantage point having previously navigated many of the regulatory, tax, accounting, reporting, and financial challenges his clients are facing in their businesses.
Chad is a Certified Public Accountant (CPA), former Registered Investment Advisor, as well as a Personal Financial Specialist (PFS) – a certification awarded by the American Institution of Certified Public Accountants to those CPAs who specialize in financial services. He graduated from the University of Colorado with a BS in Accounting and is a member of the American Institute of Certified Public Accountants. He lives in Parker with his wife and their three children. In his spare time, he enjoys cruising the open seas with his family, cycling, and fly fishing.
Email: Chad@navigatetax.com
Phone: 303-771-5313
Fax: 720-437-6780
Donna McLaughlin
Donna has spent her entire professional career in the accounting services industry serving as Full Charge Bookkeeper for as many as 30 companies at a time. She brings to the team nearly 24 years of experience servicing clients across all facets of accounting and bookkeeping services. Her bookkeeping expertise includes accounts payable, accounts receivable, payroll and payroll taxes, workers comp reporting, balancing the general ledger, bank reconciliations, sales and use tax reporting, and other general accounting services.
Donna is certified as a QuickBooks Pro Advisor and is an expert in both the desktop and online versions of the software. Her software expertise also includes Microsoft Office Suite, CFS Payroll, Oracle, and various tax software systems. Donna is a graduate of the Accounting Skills program from Pacific Coast College and focused in accounting during her time at Aurora Community College. She served in the United States Army for six years and is a Persian Gulf War Veteran.
Email: Donna@navigatetax.com
Phone: 720-266-1111
Fax: 303-771-7605