FAQs for Taxpayers
Everything you want to know about taxes (but were afraid to ask)
Deadlines & Colorado filing
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The deadline for individual income tax returns is April 15, 2027. The deadline for partnerships and S corporation returns is March 15, 2027.
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The tax extension deadline for individual income tax returns is October 15, 2027, as long as an extension request was filed by April 15, 2027. It's important to note that taxes are still due on April 15, so anything filed after this date could incur a penalty and/or interest.
The tax extension deadline for partnerships and S corporation returns is September 15, 2027.
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Yes. We prepare your federal and Colorado returns together. Colorado gives you an automatic six-month extension to file, but any tax you owe is still due in April. We make sure that does not catch you off guard.
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We work with clients across the Denver metro, in person and online. We also work remotely with clients throughout Colorado and the rest of the country.
Working with us
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Individual (1040) returns start at $400 with a one-hour minimum. We provide an estimate up front, and your price will not change unless something unexpected comes up. S-corporation and partnership returns start at $800.
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Getting to know the client and their personal situation
Requesting and reviewing all necessary documents
Providing a personalized strategy on your return, and whether anything else could be done to further reduce your tax liability
Preparing their return in an effective and efficient manner
Presenting the completed return to them for final approval
Acquiring their signature of approval on relevant tax documents
E-filing (or paper filing in rare circumstances) of both the Federal and State returns, including initiating tax refund requests or payment on behalf of the taxpayer (depending on their individual circumstances)
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Once we have all of your information, we can begin to work on your tax strategy and return preparation.
During tax season we generally complete our client returns once all documents have been received, in order of submission. Our turn-around time is generally within a week.
If a client needs their return completed sooner, we can work with our clients to meet their needs.
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No. Most clients work with us entirely through SmartVault, our secure document portal. You are welcome to come in, but you do not have to.
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We accept Venmo and check. Payment is collected at the time of service.
Planning & specific situations
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An Enrolled Agent is a federally licensed tax specialist, authorized by the IRS to prepare returns and represent taxpayers in all 50 states. A CPA covers broad accounting, while an EA focuses specifically on tax. Our firm brings both kinds of expertise to your return.
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Preparation is filing an accurate return for a year that has already happened. Planning looks ahead, before year-end, to change the outcome. We do both, and every return we prepare gets a planning eye.
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Yes. We specialize in this area and work in it often, for hobbyists and professionals nationwide. The federal rules are the same wherever you live, and we handle the state side too, so we can help in all 50 states.
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If you are our client, contact us right away and we will help you respond. We offer courtesy guidance on simple notices and full paid representation for audits and disputes.
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Both. We prepare returns for the self-employed (Schedule C), partnerships, and small businesses, and we offer year-round planning for owners who want to stay ahead of their taxes instead of reacting to them.
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Yes. Unfiled or back-year returns are common, and they are fixable. We will help you get caught up and, if needed, sort out where things stand with the IRS. The sooner you start, the better.
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Earlier is almost always better. Planning options shrink as the year goes on, and our schedule fills up during tax season. If you have a question or a change coming, reach out now.