Mark Plantz

Principal @DWC CPAs and Advisors

Montrose, CO, US
EMAILS
m••••••@dwcadvisors.com
MOBILE NUMBERS
+19•••••••96

Signup · Get unlimited contacts

WORK HISTORY

Jul 2024 — Present

Principal @DWC CPAs and Advisors

View department →

Montrose, CO, US

DWC CPAs and Advisors provide business consulting, tax, audit, and client accounting services with strategies to help minimize tax exposure and advice to help our clients plan, grow, and be better.

EDUCATION

2011 — 2012

Fort Lewis College

Bachelor's Degree, Accounting

2009 — 2011

Colorado Mountain College

Associate's Degree, Business Administration and Management, General

SKILLS

PayrollAnalysisBusiness Tax PlanningLeadershipAccount ReconciliationMicrosoft OfficeCch ResearchCch IntelliconnectYear End AccountsAccounts PayableIncome TaxAccounts ReceivableTax AccountingCustomer ServiceMicrosoft WordSmall Business TaxBookkeepingTax PreparationCch Prosystem FxPersonal Income Tax ReturnsFinancial AccountingPowerpointMicrosoft ExcelDepreciationTaxCash FlowFinancial StatementsCpaCorporate TaxAccountingInvoicingTax ReturnsAccrualsBank ReconciliationTeamworkGaapManagementSpreadsheetsFinancial ReportingGeneral Ledger

ABOUT MARK PLANTZ

Personal Mission Statement\"My mission is to empower others—clients, colleagues, and community members alike—to achieve financial freedom and live lives filled with purpose and balance. Having walked a path of transformation myself—from early setbacks to becoming a CPA and partner —I lead with trust, courage, and integrity. I believe in creating a culture where people feel seen, supported, and inspired to grow. Through mentorship, honest guidance, and a deep commitment to service, I help others uncover their strengths and pursue meaningful goals. At the heart of it all, I strive to be the most recommended CPA in town—not just for my expertise, but for the care, connection, and clarity I bring to every relationship.\"Personal Vision Statement\"I envision a future where I’m not only a trusted leader in the accounting world, but also a mentor, a guide, and a source of inspiration for those seeking more than just numbers. I want to be known for creating space—for autonomy, creativity, and connection—both in the workplace and in life. My legacy will be one of service, balance, and empowerment: where people thrive professionally without sacrificing what matters most personally. I see myself building a practice rooted in integrity and heart, where I’m not just successful, but fulfilled—and where I’m proudly known as the most recommended CPA in town because I helped others succeed while staying true to myself.\"

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mark Plantz — Email, Phone Number & Contact Info | Unifers