Individual returns
Federal and state returns, including the years that get complicated: a move between states, a home sale, retirement income starting up, a side business that needs its own Schedule C.
Every return is different, so pricing is by quote once we see what is involved.
Federal and state returns, including the years that get complicated: a move between states, a home sale, retirement income starting up, a side business that needs its own Schedule C.
Schedule C sole proprietors, partnerships, and small S-corporations, filed on time and with the deductions the business is entitled to.
Unfiled years and returns that need amending. Bring what you have and we will tell you what is missing.
Documents go up through a secure Dropbox upload, not email. Finished returns are e-filed with the IRS and the state.
Upload them to Dropbox, or bring them to the office.
We flag anything worth a conversation before it is final.
You see the return and ask questions before you sign.
Your return goes to the IRS electronically. A copy stays on file.
Pricing is by quote. Every return is different, so we price it once we see 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.
No. Send your documents through the secure Dropbox upload and handle the rest by phone. You are also welcome at the Lone Tree office.
Yes. Unfiled and prior-year returns are regular work here. Bring what you have and we will tell you what is missing.
The office is in Lone Tree and serves clients across the Denver metro, including Highlands Ranch, Centennial, Parker, Castle Rock, Aurora, and Lakewood. Documents go up through a secure portal, so distance rarely matters.