CPA serving individual and small business clients.

David M. Kaufmann, CPA

We work with a broad spectrum of individual, trust, estate income tax return preparation and tax planning clients. Over 40% of our clients are estates, trusts or beneficiaries of estates and trusts. A large portion of our practice is working with individuals that have brokerage accounts, need assistance with an IRS notice or IRS audit, have rental properties, businesses of their own, K-1s, Alternative Minimum Tax situations, work in more than 1 state, year - to - year fluctuations of income, or have simply out grown TurboTax.

Our attitude about the services and advice that we provide for you is quite simple. We want to give you the same advice and assistance that we would like to receive, if we were in your shoes.

Status Of US and Colorado Tax Refund

Member:
American Institute Of CPAs Tax Division,
Colorado Society Of CPAs

What refresher courses should your CPA be taking?

34 Years of professional tax experience.

Other CPAs have chosen us to do their taxes!

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Voice: 720.493.4804

Email: contact2@kaufmann-cpa.com

Physical Address:

2831 Wyecliff Way
Highlands Ranch, CO 80126

Mailing Address:

PO Box 632285
Highlands Ranch, CO 80163-2285

Consider a CPA that works mostly in the tax field, such as myself, if you have:

An IRS Audit or IRS Examination.
A business of your own, a sole proprietorship, 1099-MISC income [Schedule C].
A trust or an estate.
A significant change from prior years due to inheritance, gifts, legal settlements, insurance, the lottery, retirement proceeds or stock options.
A traditional IRA that you might want to convert to a Roth IRA.
A K-1 from a trust, estate, partnership or an S Corporation.
Work related expenses that are not reimbursed.
A home office.
Significant investment income. A careful analysis might be able to reduce US and state taxes.
If you prepare your own taxes, but want to run a question by me, I would be glad to meet with you. You want to avoid April 15th disasters.
Income from more than one state.
A rental property.
Sold your home that you lived in for less than 2 years.
A requirement to pay estimated taxes instead or in addition to withholding.
A Business that is also a hobby. The business is losing money.
An IRS notice assessing you penalties.
A divorce. A divorce can bring about bad tax consequences. Consulting with a CPA before the divorce document has been signed makes lots of sense.

Since our other business, Denver Tax Software, Inc., markets and develops software to CPAs from May 1 through December 31, I don't need to scramble to get work after April 15th. I can help you anytime of the year, but, if you don't need my services after April 15th, you are still important to me.

Other CPAs call me dozens of times a year to get help with difficult tax issues! That is because the research needed to develop software for Denver Tax Software, has built up my skill level in numerous areas of individual and business taxation, as well as, financial planning.

Please do not hesitate to call me to setup an introductory meeting.

Our prices

Your price is based on complexity and organization. I would have to see your documents before I could give you a firm quote. I have been doing professional tax work since 1978. I am at least 40% higher than the guys from H&R Block and Liberty, most of whom have been doing tax work for 3-4 months.