We do our best work for people who are:
1) High earning W-2 employees (possibly with Stock Compensation)
2) Business owners
3) People 5-10 years on either side of retirement
Tax firms are either overcharging or pushing out simple returns. We save you time, money, and give massive value. Get your taxes professionally done at a fair price.
Tax Preparation & Tax Planning nationwide. Physical locations in Fort Collins & Denver
Contact
- Email Us: taxadmin@365taxstrategy.com
- Call: Fort Collins 970-430-5167 or Denver 303-237-2221
- Fort Collins Location: 4025 Automation Way, Unit D3, Fort Collins, Colorado
- Denver Location Location: 2145 Kipling Ave, Lakewood, Colorado
Which Path is Right for You?
Key Value Adds for
W-2 Employees
+ Saving Optimization (Pre-Tax vs Roth vs Taxable & Health Savings Account, Mega Back Door)
+ Equity Compensation Planning for Stock Options, Restricted Stock Units, Employee Stock Purchase Plans
Key Value adds for
Business Owners
+ Powerful strategies to reduce taxes from liquidity events – be proactive!
+ Retirement Plans – 401(k), Solo 401(k), SEP IRA, Defined Benefit Plans
key value adds for
people 5-10 years on either side of retirement
+ Tax Diversification Review (Pre-Tax vs Roth vs Taxable)
+ Multi-year Roth Conversion Strategy, do you have one?
+ Focus on minimizing your Lifetime Tax Bill
+ Strategies to help avoid Medicare surcharges
We look forward to meeting you!
Why Us
Tax Preparation Nationwide – Physical Locations in Fort Collins and Denver.
We add massive value for solo business owners/ partnerships& high income individuals ($200k+)
QBI deductions, PTE deductions, solo 401k, HSA, Roth conversion strategy & more.
Tax Preparation Fort Collins and Denver. High income individuals & business owners!
Want More Information?
- Tax Preparer near me 80528, 80525, 80401, 80402, 80403, 80419, 80439
- Tax Preparer NOCO, CPA Fort Collins, Tax Preparation Fort Collins Colorado, tax services Fort Collins Colorado
- Tax preparation Fort Collins, Colorado, Wyoming, Denver, Golden, Lakewood, Wheatridge
- Tax preparation for equity compensation, non-qualified stock options, NQSOs, incentive stock options, ISOs, restricted stock units, RSUs
- Save money on taxes, my high income tax strategy, my retirement tax strategy, my business tax strategy, solo 401k, QBI, PTE tax savings
- H&R Block, NOCO CPA, Jackson Hewitt, Liberty Tax, Mueller Pye, Eads & Associates, Eide Bailly, Soukup Bush & Associates, Eger CPA, CPA near me
- Extend my taxes Fort Collins, Save money on taxes Fort Collins, best personal accountant Fort Collins, top accountants Fort Collins, CPA Fort Collins