Tax Solutions and Services

I Help Individuals and Small Business Solve Their Tax Problems

Fast Practical Tax Solutions for Life’s Many Challenges

Individual and Business Tax Preparation Services

I have been preparing all manner of personal and business tax returns since 2004. My specialty is small business including sole proprietorships, LLCs, S-Corps, C-Corps and Partnerships. I have also prepared many trust tax returns.

Back Tax Return Preparation

Life has it's unexpected turns and I understand that sometimes taxes have to take a back seat. If it's been one year or ten since you've filed a return I can guide you on which years must be filed and how best to avoid an examination by the IRS.

Offer in Compromise (OIC)

I have prepared, submitted and negotiated hundreds of IRS settlements through their OIC program. I am a subject matter expert in this arena and can tell you upfront and for free if you do or do not qualify for relief.

IRS and State Payment Agrreements

If you don't qualify for a tax debt settlement a well crafted payment arrangement that allows you to provide for you family while addressing your tax debt can be the best choice.

IRS Tax Controversies

Whether it be a simple mistake, an overly aggressive tax agent or something as new and novel as crypto currencies, it's easy to get crossways with the IRS. Reasonable determined representation can make these issues go away.

Penalty Abatement (Forgiveness)

There are many situations under which the IRS will continue granting relief from penalties. There are some "home run" cases and some that require a diligent lawyer to see to completion.

High Net-worth Services

As your income goes up so does the difficulty of the financial decisions you must make and the resulting consequences if you make the wrong ones. Lets talk over the best options for your family and your heirs.

Wealth Protection

Our tax system is one that rewards knowledgeable tax payers and penalizes the unaware. It is 100% legal to take advantage of the tax strategies afforded under the tax code. Learn what you should be doing now to avoid a hefty tax bill in the future.

Associations & Memberships

Licensed Colorado Attorney and Member of the American Bar Association

How It Works

In simplest terms I need to know what your problem is, what your desired outcome is and what changes you’re willing to make to attain that outcome.

Consultation

We talk over your entire financial situation with specific attention focused on your future and, if relevant, past tax burdens.

Strategize

Based on the particulars of your situation I develop a customized and detailed plan to accomplish your goals. This includes me providing you a flat fee to accomplish those goals with no surprises.

Take Action

We come to an agreement on the costs and scope of my engagement. We go over the plan in detail and you give the okays and approvals each step of the way and I make it happen for you.