Question 1

How much does tax preparation cost?

Accepted Answer

Tax preparation fees depend on the complexity of your tax return, the forms required, the number of states involved, and whether additional tax services are needed. We provide transparent pricing based on your specific tax situation before beginning the engagement.For new clients, we offer a complimentary 15-minute discovery call to determine how we can help.

Question 2

Do you prepare both individual and business tax returns?

Accepted Answer

Yes. We prepare federal and state tax returns for individuals and businesses, including sole proprietorships, LLCs, S-Corporations, partnerships, and corporations.Our goal is not only to prepare your return accurately, but also to identify planning opportunities that may help you make better tax decisions going forward.

Question 3

Do you work with S-Corporations?

Accepted Answer

Yes. We provide S-Corporation tax preparation and planning, including business tax returns, shareholder reporting, estimated tax considerations, reasonable compensation considerations, and year-end tax planning.If you're considering an S-Corporation election, we can also help you evaluate whether it may be appropriate for your circumstances.

Question 4

Do you offer tax planning throughout the year?

Accepted Answer

Yes. Tax planning is one of our core services.Rather than waiting until tax season, we work with clients throughout the year to evaluate their tax position and identify potential planning opportunities.Tax planning may include estimated taxes, business structure, income timing, deductions, compensation, and other tax considerations based on your individual circumstances.

Question 5

Do you work with clients outside Denver?

Accepted Answer

Yes. We serve clients throughout the U.S. through a 100% virtual process.You can securely provide documents, communicate with our team, attend consultations, and complete your tax engagement without needing to visit a physical office.

Question 6

Can you help with an IRS notice or audit?

Accepted Answer

Yes. We can assist clients who receive certain IRS or state tax notices and may provide representation and tax-resolution services depending on the nature of the matter.If you've received a notice, don't ignore it or wait until the deadline approaches. Contact us so we can review the situation and discuss the appropriate next steps.

Question 7

What documents do I need to provide?

Accepted Answer

The documents you need depend on your individual or business tax situation. Common documents may include W-2s, 1099s, investment statements, mortgage interest statements, business income and expense records, rental property information, retirement documents, and prior-year tax returns.Once you're engaged, we'll provide you with an organized tax organizer and document checklist based on your situation.

Question 8

How does the consultation process work?

Accepted Answer

It starts with a complimentary 15-minute discovery call.We'll learn about your situation, what you're looking for, and whether our services are a good fit. If your situation requires detailed analysis or personalized tax advice, we can recommend the appropriate paid consultation or tax service.

Question 9

Do you work with self-employed individuals and 1099 contractors?

Accepted Answer

Yes. We work with freelancers, consultants, independent contractors, and other self-employed professionals.Services may include tax preparation, Schedule C reporting, estimated tax planning, business deductions, entity-structure considerations, and year-round tax planning.

Question 10

Do you provide tax planning for high-income individuals?

Accepted Answer

Yes. We work with individuals and families with more complex tax situations, including executives, professionals, business owners, investors, and other high-income taxpayers.Our approach focuses on understanding your overall tax situation and identifying appropriate planning opportunities based on your circumstances.

Question 11

Do you provide accounting and bookkeeping services?

Accepted Answer

Yes. We provide accounting and bookkeeping support for businesses that need organized financial records, financial reporting, and ongoing accounting assistance.Accounting services can also complement our tax planning by giving business owners better visibility into their financial position throughout the year.

Question 12

Can you help me determine whether I should form an LLC or elect S-Corporation status?

Accepted Answer

We can help you evaluate the tax considerations associated with different business structures.The right structure depends on factors such as your business activity, income, ownership, compensation, administrative requirements, and overall circumstances. We evaluate the situation rather than recommending a structure simply because it is popular.

Question 13

Do you offer tax services for real estate investors?

Accepted Answer

Yes. We work with real estate investors and property owners on tax preparation and tax-planning matters related to their investment activities.Depending on the situation, this may include rental income and expenses, depreciation, capital gains, and other applicable tax considerations.

Question 14

What happens after I schedule a discovery call?

Accepted Answer

You'll receive confirmation of your appointment and instructions for the call. During the discovery call, we'll learn about your situation and determine which service is most appropriate.If we're a good fit, we'll explain the next steps, required documentation, and applicable fees before beginning the engagement.

Tax Preparation & Planning Built Around Your Financial Goals

Individual Tax Preparation

Business Tax Services

S-Corp & Partnership Tax Services

Proactive Tax Planning

Self-Employed & 1099 Tax Services

IRS Tax Resolution & Representation

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A Simple, Secure Tax Process

Discovery Call

Tax Assessment

Document Collection

Preparation & Review

Professional Tax Services, Wherever You Are

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