Individual Tax Preparation HelpIndividual Tax Preparation & Estate Planning

Individual Services – Tax laws are ever-changing, which makes it even more important to have a professional prepare your income taxes. We can prepare your 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. We encourage our clients to take full advantage by utilizing us year round due to the many tax-saving opportunities that arise.

Services Provided

  • 1040 Tax Preparation 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
Fort Collins Estate Planning Services

Estate Services- 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.

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.