BILL BROOKS, CPA

Boulder's most trusted financial consultant

30+ Years | An Established Reputation

Competitive Pricing | Based on your needs

Proactive and Creative | Tax Strategist

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Competitive financial services for individuals and businesses in Boulder

— professional, creative, affordable —

Resources

There are educational videos in the blog section.  We also offer a weekly newsletter.

A Financial Partner
You Can Trust

We listen to you so that we can give you the best product and service at a fair price.

Tax Planning & Preparation

We endeavor to use the best tax strategies to maximize your tax savings. We also look ahead and behind to smooth out the ride.

Creative Tax Strategies

We draw from our well of experience to match up the best tax strategy for your personal situation.

IRS Negotiating

We will represent you to help minimize tax, penalties and interest.  We also assist with installment plans and offers in compromise to resolve and release tax notices, liens, and wage garnishments.

Accounting

We offer bookkeeping services on a monthly, quarterly, or annual basis and work with any bookkeeping program.

Tax Planning & Preparation

We endeavor to use the best tax strategies to maximize your tax savings. We also look ahead and behind to smooth out the ride.

Creative Tax Strategies

We draw from our well of experience to match up the best tax strategy for your personal situation.

IRS Negotiating

We will represent you to help minimize tax, penalties and interest.  We also assist with installment plans and offers in compromise to resolve and release tax notices, liens, and wage garnishments.

Accounting

We offer bookkeeping services on a monthly, quarterly, or annual basis and work with any bookkeeping program.

About Bill Brooks

Education

  • BBS in Finance from Villanova University,
  • Undergraduate accounting at the University of Baltimore
  • Master’s of Science in Taxation from Washington Institute for Graduate Studies.
  • CPA license in Colorado

Biography

Prior to owning my business, I was employed 8 years in private industry accounting and 4 years in public accounting. I started my CPA tax practice February 1986. I have lived in Boulder Valley for the past 30 years and am married with 4 children.

Testimonials

Thank you for all of your help. I am delighted at the outcome of our efforts… I will recommend your to my Clients.

Scott

Thanks once again for your assistance. It is always reassuring to know one is working with a true professional who cares about his clients.

Jeff P.

Many thanks to you for alerting me to the double taxation legislation.

Tom

Dear Bill Brooks, Thank you for all the years you’ve helped me in filing my taxes. I appreciate all of the effort. I look forward to doing buiness with you again next year.

Donna M Tomesca

FAQs

What is your specialty?

We specialize in listening to what you are doing, where you want to go, answer questions, look for deductions , review past tax returns for missed tax savings opportunities, review what you have been doing for relevancy as to bookkeeping, record keeping, work as fast as you want to go, make sure you are satisfied with you’re your final product.

Mostly, we work with individuals and small to medium business. We have seen what works and what doesn’t work in regard to tax strategies, IRS red flags, tax negotiation techniques in terms of installment plans, penalty abatement and offers in compromise. We offer entity selection, entity evaluation, tax planning and projections for closely held businesses.

How do we prepare a tax return?

We can communicate through email, share-file -a secure portal for storing client files which can be scanned in or uploaded and can be viewed by clients, in person meetings and by phone conversations.

We can work in person to person and remotely- it depends on your preferences. Our turnaround is generally 2-3 days. Many tax returns are done in a single meeting.

How much do we charge?

We charge usually $250-$550 for individual tax returns, $600-$850 usually for business tax returns — 1120, 1120S, 1065, $400-$600 usually for trusts- 1041 and $500-$1,000 for nonprofit tax returns- 990

LET’S TALK!

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