Tax Planning & Return Preparation


We know one of your top priorities is minimizing your tax burden. This is best achieved through comprehensive tax planning placed in the context of your personal objectives and business relationships. Whether you’re a business or a household client, we’ll work with you throughout the year to develop a customized plan with tax-saving strategies tailored to your unique situation. We provide personal, one-on-one service and guidance and offer answers to your important tax-related questions. We’ll cut through the complexities with solutions that make sense.

Our firm stays current on ever-changing tax laws, and we’re committed to exploring all of the opportunities you have to reduce your tax burden. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.

To expedite the tax process and make your experience as easy as possible, we offer 24/7 access to all of your tax information through a secure portal on our website. Login anytime to review your documents electronically and track the progress of your e-filed return.

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Phone: 303.421.6094 • Fax: 303.432.7600