Individual and Business Tax Preparation Services and Estate Planning

Our team of professionals will provide assistance for the following services.

Individual Services taxes

Tax laws are ever-changing, which makes it even more important to have a professional prepare your income taxes. We offer individual tax preparation services for Federal and multi-state annual tax returns, and assist you with important tax planning that can have a major impact on your return. At our office you will have a group of professionals available year-round for effective tax planning and assistance with any questions.

Individual Services Provided:

  • 1040 Tax Preparation services and related schedules
  • Roth IRA Conversions – discussions and analysis of tax ramifications
  • Calculation of IRA Required Minimum Distributions
  • Calculation of Capital Gain Transactions for stocks and other assets
  • Like-kind Exchange (Section 1031) tax reporting and advice
  • Correct Tax Reporting of Investment Transactions
  • Retirement Planning Advice
  • Real Estate Investing Advice
  • Calculation of Educational Tax Credits
  • Calculation of Energy Tax Credits

Business Services Provided:

  • Partnership and Corporate Tax Return Preparation
  • End of the Year Accounting Adjustments
  • Annual Depreciation Calculations

Estate Servicesservices-2

We strive to create the most favorable scenario for our clients through estate planning. This includes planning for the most desirable income and assets for tax purposes, which will benefit our clients’ heirs.

Estate Services Provided:

  • Review of wills with advice and recommendations
  • Probate Assistance
  • Preparation of Income Tax and Inheritance Tax Returns
  • Gifting advice and preparation of tax returns
  • Trust and Estate Tax Preparation and Advice
  • Decedent Tax Returns
  • Testamentary Trusts
  • Living Trusts

We also can help protect you from audits by giving you guidance on what deductions are allowable. If anything occurs, you can rely on us to be there to represent you if any questions might arise with the taxing authorities. Give us a call today to find out how we can help at (970) 482-6947 or e-mail

Office Location
515 S. Howes Street
Fort Collins, Colorado 80521

Phone: (970) 482-6947
Fax: (970) 472-4061