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ACCOUNTING AND BOOKKEEPING

We provide actual advice vs. simply reconciling the general ledger.  Ask us for a quote.

TAX PLANNING

Entity Selection, Buying or Selling a Business, Year-end planning.

TAX PREPARATION

Individuals, Partnerships, S-Corporations, LLC's, Estates, Corporations.

ACCOUNTING AND BOOKKEEPING

We provide actual advice vs. simply reconciling the general ledger.  Ask us for a quote.

TAX PLANNING

Entity Selection, Buying or Selling a Business, Year-end planning.

TAX PREPARATION

Individuals, Partnerships, S-Corporations, LLC's, Estates, Corporations.

ACCOUNTING AND BOOKKEEPING

We provide actual advice vs. simply reconciling the general ledger.  Ask us for a quote.

TAX PLANNING

Entity Selection, Buying or Selling a Business, Year-end planning.

TAX PREPARATION

Individuals, Partnerships, S-Corporations, LLC's, Estates, Corporations.

ACCOUNTING, TAX PREPARATION, TAX PLANNING

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The Problem

- A typical CPA looks a the financials for the first time in tax season when it is too late to do any planning. Often the books are a mess. The tax person is stuck fixing the books in the heart of tax season. This leads to an unforeseen tax bill, unnecessary extension or incorrectly filed tax return. 

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The Solution. We offer the following for a low monthly fixed fee

​- Monthly bookkeeping on the tax basis of accounting

- Ongoing advice regarding estimated tax payments

- Ongoing advice regarding the Colorado PTE tax credit

- Ongoing advice regarding S Corp shareholder comp including how that interacts with the QBI deduction

- Ongoing advice regarding best practice of small business retirement plans 

- Annual preparation of your entity tax return

- Ongoing advice about how this interacts with your personal return for flow through entity owners.

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Get a quote

- We usually start with a quick 5 minute call. Contact us HERE

About: Who We Are
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