We listen to you so that we can give you the best product and service at a fair price.
We endeavor to use the best tax strategies to maximize your tax savings. We also look ahead and behind to smooth out the ride.
We draw from our well of experience to match up the best tax strategy for your personal situation.
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.
We offer bookkeeping services on a monthly, quarterly, or annual basis and work with any bookkeeping program.
We endeavor to use the best tax strategies to maximize your tax savings. We also look ahead and behind to smooth out the ride.
We draw from our well of experience to match up the best tax strategy for your personal situation.
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.
We offer bookkeeping services on a monthly, quarterly, or annual basis and work with any bookkeeping program.
Prior to owning my business, I was employed 8 years in private industry accounting and 4 years in public accounting and then decided to move on and start my own practice. I have lived in Boulder Valley for the past 30 years and am married with 4 children.
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