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Tax Preparation and Planning

John started preparing tax returns in 1974 while still in high school.  He then decided to pursue an accounting degree which he received in 1978.  By 1983 John had passed the CPA exam and finished his experience requirements and was licensed as a Colorado CPA and began his own practice in December of 1983.

For over 30 years Angela has been working with John in the CPA practice.  She schedules appointments, processes the completed returns and often meets with clients to present the completed return and obtains signatures.

The tax return process depends on the complexity and completeness of the taxpayer information.  In most cases we can complete a return in one appointment and you can take your completed return home with you.

We have organizers available in two different styles.  A short form organizer can be used for new clients.  Returning clients will have an organizer sent to them through our secure web portal, Secure File Pro, in early January.  Be sure to watch for an e-mail notification that the organizer is available.