Currently welcoming estates and certain trusts as new tax clients
We work with a broad spectrum of individual, trust, estate income tax return preparation and tax planning clients. Over 60% of our clients are estates, trusts, beneficiaries of estates and trusts or receive K-1s. Quite a few of our new clients extend their tax returns, and we complete the returns after April 15. 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
American Institute Of CPAs Tax Division,
Colorado Society Of CPAs
CO CPA Lic. #6201
2831 Wyecliff Way
Consider a CPA that works mostly in the tax field, such as myself, if you have:
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.
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.
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