Individual returns, small-business returns, and the IRS problems that come up in between. Every return is different, so pricing is by quote once he sees what's involved.
Federal and state returns for individuals and families, including the years that got complicated: a move between states, a home sale, retirement income starting up, a side business that needs its own Schedule C. Chuck prepares the return himself and walks through it with you before it's filed, so you know what you're signing and why.
Schedule C sole proprietors, partnerships, and small S-corporations, kept straight through the year and filed on time. That includes the deductions a small business is actually entitled to, not just the standard checklist, and the bookkeeping habits that make next year's filing easier than this year's.
Audits, collections notices, and prior-year or back returns. As an Enrolled Agent, Chuck is authorized to represent any taxpayer before the IRS, which means he can correspond and speak with the IRS directly on your behalf instead of leaving you to interpret a letter alone. This is the credential most tax preparers simply don't hold.
Documents go through an encrypted client portal rather than unprotected email or a stack of paper changing hands. Once a return is complete, it's e-filed directly with the IRS and state, with a copy kept on record for next year, so returning clients aren't starting from zero every January.
Every return is different, so pricing is by quote once Chuck sees what's involved. Ask when you call, and he'll give you a straight answer before any work starts.
Upload to the secure portal, or bring them by the office. Whatever's easier for you.
He does the work himself and flags anything worth a conversation before it's final.
Go through the return, ask questions, and understand exactly what you're signing.
Your return goes to the IRS electronically, and a copy stays on record for next year.
Pricing is by quote. Every return is different, so Chuck gives you a price once he sees what is involved, before any work starts. Ask when you call.
An Enrolled Agent is federally licensed to practice before the IRS. The credential is earned by examination and maintained through continuing education, and it carries the authority to represent any taxpayer before the IRS, in any state, on any tax matter. Most tax preparers do not hold it.
No. You can send documents through an encrypted client portal and handle the rest by phone. Clients who would rather come in are welcome at the Lone Tree office.
Yes. As an Enrolled Agent he can correspond and speak with the IRS directly on your behalf, rather than leaving you to interpret a notice on your own. That covers audits, collections, and prior-year or unfiled returns.
The office is in Lone Tree and serves clients across the Denver metro, including Highlands Ranch, Centennial, Aurora, Lakewood, Thornton, Arvada, Westminster, and Boulder. The secure portal means distance rarely matters.
Call or send your documents through the portal, and Chuck will tell you exactly what your return needs.
