Tax Preparation & Planning

Effective tax preparation and planning can help minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming events impact your tax status and liabilities. Not all tax planning opportunities are readily apparent.

Specializing in:

  • Individual returns, both Federal and individual states
  • Daycare Providers in Colorado
  • Small Business Entrepreneurs, including sole proprietors & S-Corps
  • Full-time travelers – RV travelers, itinerants, nomads, etc.

By offering tax preparation via remote location, you don’t need to go anywhere for tax support. It is safe and secure with a quick turnaround time.

Tax Preparation

Anyone can do their own taxes, right?

While this is true, think of the time spent, the cost of the tax software and maybe even some frustrations thrown in there. Add up those hours. Now think of what else you could be doing during that time. Is it worth it?

Are you left you with more questions than answers? Are you confused and overwhelmed by all the forms? Not sure what you can take as deductions and where to take them? Tax regulations change yearly, so it could take hours researching an issue related to a situation. Even then you might not have a clear answer.

Plus, how do you know what you entered is accurate? What if you’ve made a costly mistake?

These are some of the reasons I recommend hiring a professional to ease the burden. Why not do what you do best and leave taxes to the professional?

In filing your own taxes, you are also not taking advantage of any tax planning which might help ease your tax burden.

Tax laws are complicated and change yearly. I can guide you through the complex world of taxation.

How do I help you with your tax preparation and planning? Via a simple and easy to use client portal.

Client Portal

I use a client portal which allows you to securely upload and view all documents including your complete tax return.

Do you really want your financial data to be sent through an email where anyone can access it?

The client portal is more secure than email. Plus it allows you to send large files which aren’t always supported by email clients. Your financial data is safe and you can access it at any time.


Are you feeling overwhelmed with keeping your numbers straight? Don’t know where to begin?

With over 10 years of bookkeeping experience with Quickbooks Desktop, Quickbooks Online and Xero, I can help keep your books in order. If you stay organized financially, it makes it easier to run business reports to see the financial health of your business. It also aids in preparing taxes. Be in touch as I can offer discounts on tools to help get you started.


For more information about any of these services or any other service related questions, please contact me.