Tax firms are either over charging or pushing out simple returns.
Not us… we save you time, money, and give massive value. Get your taxes professionally done at a fair price.
Tax Preparation Fort Collins and Denver.
Email Us
Call Fort Collins 970-430-5167 or Denver 303-237-2221
Location: 4025 Automation Way, Unit D3, Fort Collins, Colorado
Which Path is Right for You?
HIGH INCOME TAX STRATEGY
+ Younger Clients (25 to 60) with high income
+ Clients who don’t want to get killed in taxes during retirement – what is your strategy?
+ Tax return filing starting at $350
How we add Massive Value to you
+ Review your 2022 return for Red Flags
+ Review your loans, assets, cash management
+ Tax Diversification Review (Pre-Tax vs Roth vs Taxable)
+ Roth Conversion Strategy, do you have one?
+ Focus on minimizing your Lifetime Tax Bill
+ Saving Optimization (Pre-Tax vs Roth vs Taxable & Health Savings
Account)
+ Retirement Planning for Partnerships & Single Owner
Businesses (Solo 401(k), SEP IRA, etc.)
+ Equity Compensation Planning for Stock Options,
Restricted Stock Units, Employee Stock Purchase Plans
RETIREMENT TAX STRATEGY
+ Clients within 10 Years of Retirement
+ Clients who don’t want to get killed in taxes during retirement – what is your strategy?
+ Tax return filing starting at $350
How we add Massive Value to you
+ Review your 2022 return for Red Flags
+ Review your loans, assets, cash management
+ Tax Diversification Review (Pre-Tax vs Roth vs Taxable)
+ Roth Conversion Strategy, do you have one?
+ Focus on
minimizing your Lifetime Tax Bill
+ Capital
Gain Harvesting Strategy, do you have one?
+ Strategies to help avoid Medicare surcharges
We look forward to meeting you!
Why Us
Tax Preparation 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!
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