Tax Services
At Brooks CPA, we offer comprehensive tax services for individuals, small businesses, and nonprofits in Boulder, CO and surrounding areas. From personal and multi-state tax preparation to IRS resolution and ongoing tax strategy, our expert team delivers proactive, year-round support to help you minimize liabilities and stay compliant. Whether you're filing back taxes, managing payroll compliance, or planning for a major life event, we provide clear guidance, responsive service, and tax solutions tailored to your unique needs.
Expert tax services to help you save and plan ahead
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Personal & Small Business Tax Planning & Preparation
- Federal, Colorado & multi-state return filing
- Proactive tax-saving strategies (deductions, credits, withholding adjustments)
- E‑filing for faster refunds and secure submissions
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Back‑Tax Filing & IRS Resolution
- Filing past‑due returns across all years & states
- Relief from notices, liens, and levies
- Innocent Spouse relief qualification
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Payroll, Sales & Payroll Tax Compliance
- Monthly/quarterly payroll processing & 1099 handling
- Sales tax filings and quarterly estimated payments
- Payroll tax audit defense and IRS liaison
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Trusts, Estates & Gift Tax Services
- Preparation of trust, estate, and gift tax returns (Forms 1041, 709)
- Trust setup guidance, compliance, and tax minimization
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Non‑profit & Exempt Organization Tax Services
- Setup and maintain tax-exempt status
- Annual Form 990 preparation, audits, and expense reporting
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Year‑Round Tax Strategy & Support
- Quarterly tax estimates and projections
- Estate, retirement, and major-event planning support (e.g. starting a business or equity compensation)
- Audit representation and compliance liaison
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Comprehensive Business Advisory & M&A Support
- Business growth strategies, exit planning, and tax-efficient transitions
- Business valuations, succession planning, and compliance
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Full-Service Accounting & Bookkeeping (optional add-on)
- Customized bookkeeping and bill‑pay
- Monthly financial report packages with tax insights
