About Cash Tracks Financial Tax And Accountant Services
We believe taxes are only a small part of a much larger financial picture. We provide our clients with expert level help to reduce taxes, to simplify accounting, and to manage all areas of their finances. This results in each client feeling happier and making faster financial progress each year.
Who We Are
Cash Track Financial Inc.
Since 1987 Cash Tracks Financial Inc. has been known for providing fast, professional accounting and tax services. With new ownership in 2004, Cash Tracks Financial Inc. added life insurance & investment services to better serve wide variety of individual and business clients.We build relationships by going the extra mile to offer custom-tailored insight, support, and guidance for each client. As a small firm, we focus on serving the unique needs of our clients on a one-to-one basis. We are accessible, flexible, and personal.
We provide assistance for those who have changed jobs and have a retirement plan (401k, 403b, etc.) with their former employer. Our consultations include discussing both the rollover options and the tax implications.
Marcelino Dodge, EA, CTRC, CFS
Marcelino Dodge, EA started with Mutual of Omaha in the life insurance and investment business in 1995. Then, in 2000 Marcelino began working in the tax business. With the original owner retiring in 2004, Marcelino jumped at the chance to buy Cash Tracks Financial Inc. As Marcelino expanded his knowledge in individual and business taxes, he took the Internal Revenue Service (IRS) Special Enrollment Examination (SEE) in 2005. Upon successfully passing all four parts, he received his Enrolled Agent Certificate from the IRS in the Spring of 2006.
Marcelino is passionate about helping individuals and businesses pay as little tax as possible. With over 20 years of experience in tax and financial services, Marcelino is ready to help you reduce your tax burden and to reach your financial goals. As an Enrolled Agent, Marcelino can prepare tax returns, offer financial reviews, and provide tax planning for businesses and individuals across the country. He is a member of the National Association of Tax Professionals and is the Featured Local Tax Preparer on PTIN.org. Marcelino specializes in providing services to individuals, partnerships, corporations, LLC’s, truck drivers, farms, and ranches.
Jordyn Olsen, a native to Southern Colorado was born and raised in the San Luis Valley. She has always had a passion for people and customer service. With prior experience in real estate, ophthalmology, and orthodontics, Jordyn is excited to bring that passion and dedication the Cash Tracks Financial team. She looks forward to treating every client like a part of the family.
Jordyn and her husband maintain a busy schedule with volunteer work, time with family, and their two fur babies. In her free time, Jordyn enjoys the great outdoors with paddleboarding, hiking, camping, and traveling. Sometimes she enjoys down time by playing games, reading novels, or watching films.
Casie Hawkins is the tax assistant for Cash Tracks Financial. She started in June 2022 and is having a blast. She is learning many processes that fall under the tax and accounting umbrella. Casie completed the 1040 boot camp for beginning tax professionals. It was INTENSE! But, Casie has an eagerness to learn even more! In her last position Casie worked as part of an Accounts Receivables team for a Truck Repair Center, so she already had a small glimpse into the world of accounting. When given the opportunity to work at Cash Tracks Financial, she could not pass it up. Casie accepted the challenge and has not looked back. With hard work, determination, attention to details, Casie has already proven to be an asset to Marcelino and all of Cash Tracks Financial’s clients.
Apart from her newfound love for all things tax, Casie has a beautiful family. There is her boyfriend JJ, and 3 beautiful children. Addison, Asher, and Annora. They are the reason she never gives up, no matter how challenging something seems! As the days go by, Casie realizes the learning at this position will be continuous, and it is not anything like her last position. However, she continues to learn and is certain that as the next tax season approaches, she is prepared to serve clients with all of their tax and accounting needs.
When you need help to prepare your tax return or to solve your tax issues contact Cash Tracks Financial Inc., serving Lamar, Colorado and Colorado Springs, Colorado.