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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 Ustaxadmin@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!

 

  • Jason Taylor, a Colorado native, has 25 years of experience in the tax preparation industry in his home state. He is fluent in personal and business taxes. Jason creates and develops strong relationships with clients to make sure your tax needs are being served. His attention to detail saves clients a significant amount of money in taxes and help to provide a strategy for long-term tax planning. 

Want More Information?

Email Us

taxadmin@365taxstrategy.com

 Call Fort Collins 970-430-5167 or Denver 303-237-2221

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