What is included in your tax preparation services?
Our tax preparation services include accurate income tax filing, compliance review, and strategic guidance based on your specific situation. We handle tax return preparation for federal, state, and applicable local filings, and we take the time to review deductions, credits, and reporting requirements to ensure your return is complete and accurate.
Do you offer both individual and business tax preparation?
Yes. We provide tax preparation for individuals, families, and businesses. This includes small business taxes for corporations, partnerships, and LLCs, as well as personal returns for homeowners, investors, retirees, and high-income earners. Our team works to align personal and business filings when applicable.
What documents do I need to provide for tax preparation?
Required documents vary based on your situation, but commonly include prior-year returns, income statements such as W-2s and Form 1099, expense records, investment reports, and business financials if applicable. We’ll guide you through exactly what’s needed to make the process as efficient as possible.
What is the difference between tax planning and tax preparation?
Tax preparation focuses on accurately filing your return based on past activity. Tax planning is forward-looking and strategic. Planning allows us to help you structure your business, manage timing of income and expenses, and align decisions with long-term goals such as Financial Planning and Retirement Planning.
Can you help with IRS notices or audits?
Yes. If you receive an IRS notice or inquiry, we provide guidance and representation related to the returns we prepare. Our team assists with responses, corrections, and resolution options, including Tax Resolution support when appropriate. If you’re dealing with tax debt, we can also discuss available paths forward, such as a payment plan.
Do you offer year-round tax support or only during tax season?
We offer year-round support. Tax obligations don’t stop after filing season, and neither do we. Clients benefit from ongoing access to a CPA who understands their situation and can provide planning, compliance, and advisory support throughout the year.
How does pricing work for tax preparation services?
Pricing is based on the complexity of your return, not a one-size-fits-all model. We provide transparent and competitive pricing and will discuss scope and expectations upfront so there are no surprises.
Do you work with clients only in Denver, or across Colorado?
While we are based in Denver, we serve clients across Colorado and the United States. Our experience with multi-state filings allows us to support individuals and businesses with broader tax footprints.
Can you review or correct a return prepared by someone else?
Yes. We can review prior-year filings prepared by another tax accountant or firm and help correct errors if needed. This may include amended returns or guidance to prevent similar issues going forward.
How do you ensure confidentiality and data security?
As a professional CPA Firm, we adhere to strict confidentiality standards and ethical guidelines. Client information is handled securely and shared only as required to prepare filings and meet regulatory obligations. Protecting your data is a core part of our accounting services and client relationships.