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Personalized Tax Strategy & Tax Filing Services to Maximize Your Refund

Colorado tax advisors who help you keep more of what you earn

Tax Services for individuals, couples, & small business owners

We know that managing your taxes can be overwhelming. Whether you're filing individually or as a small business, we're here to simplify your financial life, organize your taxes during the year, and file easily.

Our mission is to remove the stress associated with taxes, providing efficient and thorough services that help you keep more money in your bank account. With a team of knowledgeable tax experts and a commitment to personalized service, we're here to help you confidently navigate your financial journey.

Ready to take the next step? Contact us today for a free consultation, and let's discuss how we can support you during tax season and beyond.

Tax Planning & Strategy

Tax Preparation & Filing

IRS Representation

Who we serve

We provide tax planning and preparation services to many clients, ensuring every unique situation complies with both our and the IRS’ high standards.

Although we’re based out of Colorado, our services extend to both federal and state income tax returns nationwide.

Our team of CPAs and enrolled agents is equipped to handle diverse tax scenarios with a focus on reducing liabilities, maximizing credits, and ensuring compliance.

    • Single

    • Married Filing Jointly (MFJ)

    • Married Filing Separately (MFS)

    • Head of Household (HOH)

    • Qualifying Surviving Spouse (QSS)

    • Income/rental property owners (Schedule E)

    • Homeowners

    • Royalties (Schedule C and/or Schedule E)

    • Small business owners (Schedule C)

    • C-Corps (Form 1120)

    • Partnerships (Form 1065)

    • Sports bettors and gamblers (hobbyists or professionals)

    • Individuals with dependents

    • Estates and Trusts (Form 1041)

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Tax Planning & Strategy

Proactive, year-round tax support

Our Tax Planning & Strategy service is designed to provide proactive, consultative support throughout the year. Whether you need answers to tax-related questions or want to sit down for a paid deep-dive planning session, we ensure your tax strategy aligns with your financial goals.

What we offer:

  • Strategic tax preparation: Thoughtful analysis of every return to uncover additional ways to minimize taxes and maximize savings. (included in tax preparation fees)

  • Year-round consulting: Access to our team of tax experts to address your questions and provide tailored advice. (included in tax preparation fees)

  • Comprehensive planning sessions: In-depth strategy sessions of your tax situation to proactively identify opportunities for write-offs, credits, and optimized structuring. Planning ahead can further minimize the taxes you owe. (additional paid services)

This approach sets us apart from general accountants and average tax preparers, leveraging the specialized expertise of our team of CPAs and enrolled agents to provide a superior level of tax planning.

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Tax Preparation & Filing

Accurate, secure, and efficient tax filing

Our Tax Preparation & Filing service ensures your returns are prepared and submitted with precision, security, and compliance. We handle the details, so you can rest assured that your taxes are managed correctly and on time.

Our Process:

  • SmartVault for document management: A safe and secure platform for clients to upload, store, and access documents in alignment with IRS privacy and security standards.

  • Minimizing tax liability: We meticulously prepare returns to reduce your tax liability while adhering to all legal requirements.

  • Timely filing: As an Authorized IRS e-file Provider, we electronically file your returns with the IRS. For unique cases, we can prepare and mail paper returns as needed.

  • End-to-End Compliance:

    • Originating and submitting electronic returns promptly

    • Including any required supporting documentation with the IRS

    • Providing copies of the returns to clients through SmartVault

    • Retaining and managing records, with access available to the IRS if necessary

Our team’s unique expertise and use of compliant technology ensure an efficient, accurate, and stress-free tax filing experience.

IRS Representation for Existing Clients

We are well-versed in tax law and meticulously prepare returns to minimize the risk of an audit. However, in the unfortunate event of an audit or IRS inquiry, we’re here to support our existing clients with professional IRS representation.

  • Our team takes every measure to prepare accurate and compliant returns, reducing the likelihood of triggering an audit.

  • With decades of experience and deep knowledge of tax regulations, we know how to respond to and interact with the IRS effectively. We offer both courtesy guidance to our clients on responding to the IRS and paid services for full IRS representation and communication.

  • We handle all communications, ensure timely submission of required documents, and meet IRS deadlines on your behalf, alleviating the stress and complexity of the process.

  • Whether navigating audits, disputes, or inquiries, we act as your advocate, working to protect your rights and achieve the best possible outcome.

Get started today!

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