BOOKKEEPING, TAX PREP, TAX PLANNING

ALL IN ONE PLACE

​

It's common to hire a bookkeeper with no tax sense, a tech company to run payroll and a CPA who never sees the financials until after year end. Asking a CPA to do your taxes after year end can result in thousands of overpaid taxes.

​​​

Reasons to hire a CPA firm for Bookkeeping

- Too often the books are simply wrong from unlicensed bookkeepers. It saves time, stress, and money to do it correctly the first time.

- We always file our internal bookkeeping client returns first in tax season. This can alleviate undo stress about a projected tax liability.

- We see things throughout the year that a non tax person does not. 

​​​

We offer the following for a monthly fixed fee. 

​- Monthly bookkeeping signed off by a CPA

- 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 (Solo 401k, SEP, etc.)

- Annual preparation of your S Corp, C Corp or Partnership tax return

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

​​​

Get a quote

- We ask to see your current general ledger.

- We ask to see prior year tax returns.

- From there we quote a fixed monthly fee so you can budget to the dollar.