TAX SERVICES

We prepare tax returns for individual and business clients.  Our goal is to make each client as tax efficient as possible.  This includes tax planning and optimizing tax deductions and incorporating tax credits to assist you in minimizing your tax liability to the lowest level that the law allows.  Once this has occurred, you have achieved tax efficiency.  

We prepare the following tax forms:

• Partnership tax returns Form 1065 and Colorado Form 106.
• Corporate tax returns for small and medium size businesses.  This includes Form 1120, Form 1120S, and Colorado Form 106.
• Individual tax returns including Form 1040 and Colorado Income Tax Form 104.  
• Fiduciary and Estate income tax returns Form 1041 and Form 706.  
• Non-profit organization federal information returns Forms 990 and the Colorado Annual Business Report.

AUDIT & ATTEST SERVICES

• We conduct financial statement audits for businesses, non-profit organizations, and retirement plans.  Our experience includes inventory audits for manufacturing, OMB Circular A-133 audits for non-profits receiving government support, and audits for 401(k) and 403(b) retirement plans.
• Often an audit is not required, but a financial statement Review is necessary to satisfy third party requirements, including, banks, construction bond providers, and grantor agencies.
• Book keepers and business owners that do not have a thorough knowledge of generally accepted accounting principals (GAAP) utilize our financial statement Compilation and preparation services to get the job done.

OTHER ACCOUNTING SERVICES

• Part-time controllership support of small business.  We provide accounting, administration, and management support throughout the year on an as needed basis.  When a full time employee accounting manager, controller or chief financial officer is too expensive, outsource your needs to us.  You will get the necessary expertise at a fraction of the cost.
• Litigation support including expert witness services and court accountings.
• Assist with new entity formation: including Corporations, Limited Liability Companies, and Non-profit exemption status.