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To schedule an appointment, please call the office.

LAUREN PATTERSON

Tax Specialist 3: 5 years tax experience

Personal Information

Professional Experience: 5 Years: Elementary School Teacher, 5 yrs: Home-based bus., 4 yrs: H&R Block Tax Preparer
Educational Experience: Bachelors Degree in Elementary Education, Master of Science in Elementary Education, H&R Block Tax Classes
Hobbies: I enjoy Reading, playing Sudoku and MahJong, spending time with my Family and Friends, Walking, Snowboarding, Skiing
Why I Prepare Tax Returns: I have prepared my own taxes since I was 16 and have both enjoyed it and dreaded it. I realized that other people didn't want to prepare their own returns. At H&R Block I am able to help people in a variety of circumstances complete this often daunting task with minimal stress.

 

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Connie Thomas

Senior Tax Advisor 5: 23 years tax experience
Additional Certifications: Enrolled Agent (EA)

Personal Information

Professional Experience: 21 years as a tax pro & 2 years as a receptionist
Educational Experience: Associates Degree in Accounting
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Non-U.S. citizen (living in USA), ITIN (Individual Taxpayer Identification Number) application, Income earned outside the U.S., Retirement income, Income from multiple States, Farming operations, Military, Clergy, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Partnerships, Corporations, Not-for-Profit organizations, Help with IRS or State notices / audits, Tax Planning
Hometown: Windsor, CO
Hobbies: Quilting, Cooking, and Crosswords
Why I Prepare Tax Returns: After 20 years with H&R Block, I am hooked. Working with people and taxes has been a great joy to me. There is always something new to learn. Owned and operated a family day care for 10 years. Specialize in Day Care expenses.

 

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KATHERINE ZRUBEK

Tax Specialist 3: 6 years tax experience

Personal Information

Professional Experience: 10 yrs: Certified Elementary teacher; 11 years spanish teacher; Teach tax classes; Math background.
Educational Experience: B.A. in Spanish and a Masters Degree in Education, Mathematics and Mechanical Engineering at CSU. 180+ hrs tax classes.
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), ITIN (Individual Taxpayer Identification Number) application, Retirement income, Income from multiple States, Small Business, Sole Proprietor, or Self-employed
Hometown: Ft Lupton, CO
Hobbies: Reading, Sewing, Spending time with my Family.
Why I Prepare Tax Returns: I enjoy working with people and helping them to the best of my ability. Me encanta ayudar a la gente lo mejor que puedo.

 

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KATHLEEN MELENDEZ

Senior Tax Advisor 3: 11 years tax experience

Personal Information

Professional Experience: 10 years preparing taxes at H&R Block.
Educational Experience: 338 hours of tax courses.
Areas of Expertise: Investments/Stock Options (income, sales, losses), Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Income from multiple States, Small Business, Sole Proprietor, or Self-employed
Hometown: , CO
Hobbies: My Family, Theater, Movies Concerts, Reading, Sewing, Baking
Why I Prepare Tax Returns: I look forward to visiting with my clients about changes in their lives. I can offer information or suggestions on tax implications they may not be aware of. I also enjoy finding all deductions and credits to reduce tax liability and making comparisons for the best possible refund.

 

To schedule an appointment, please call the office.

MICHAEL LEROUX

Tax Specialist 3: 8 years tax experience

Personal Information

Professional Experience: 8 years H&R Block, 9 years Banking, Finance & Corporate Management, 1 year Financial Planning, 2 years Project Management, 20 years Ranching & Farming, Real Estate/Subdivision Development.
Educational Experience: 250+ hrs: H&R Block tax classes, BA Economics, Minor in Political Science @ CSU, Project Mgmt. Cert. @ CSU, Series 7 (Stock Brokers) & Series 63 (Financial Planning), Colorado Life Insurance Cert.
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Retirement income, Income from multiple States, Farming operations, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Partnerships, Tax Planning
Hometown: Colorado Native,
Hobbies: Accounting, Computers, Legal Studies, Hunting, Fishing, Skiing, Hiking, Traveling, Family's Sports& Education
Why I Prepare Tax Returns: It keeps me up-to-date on tax laws and allows me and my clients to minimize our tax obligations. I enjoy educating my clients regarding options that will maximize their tax refund.

 

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Location

1215 MAIN UNIT G
WINDSOR, CO 80550

Office Phone Number

970-674-1040

Office Information

Monday - 9 - 2
Tuesday - Closed
Wednesday - 9 - 2
Thursday - Closed
Friday - Closed
Saturday - Closed
Sunday - Closed

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