Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Strategizing Your Colorado Springs Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Colorado Springs business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Colorado Springs small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

Hey Colorado Springs Business Owners, Do You Understand The Value of Time?

How are you and your Colorado Springs business hanging in there these days? I'd be interested in what kind of revenue you're managing (unless you've already given us visibility into your books -- I can see for myself).Shoot me an email, and let me know. I might have...

The Joys Of Providing Professional Tax Services To Colorado Springs

Well, our primary work for this tax season in Colorado Springs has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Colorado Springs, we make it a point to do a bit more than simply "fill out forms" on...

Instilling Financial Literacy For Kids In Colorado Springs

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Solving Problems in Colorado Springs Businesses with Effective Solutions

There's this idea out there among many wannabe Colorado Springs business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!