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Pay Less in Taxes Through Smart Planning

Filing your tax return in April shows you what happened last year. Tax planning helps you control what happens this year. We’ll work with you throughout the year to make tax‑smart decisions.

The result? Lower tax bills, better cash flow, and fewer surprises when returns are due.

What Is Tax Planning?

It's making financial decisions with your future tax liability in mind. Should you buy that equipment this year or next? How should you structure that new LLC? When's the best time to sell a rental property? These decisions can save (or cost) you thousands of dollars.

Our Tax Planning Services

We help Colorado businesses reduce their tax burden through strategic year-round planning.

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Year-round tax projections and estimated payment guidance

Strategic deduction planning to maximize write‑offs

Retirement account optimization (SEP IRA, Solo 401(k), defined benefit plan(s)), we will work with your financial advisor

Business entity structure analysis and recommendations

Expense and income timing strategies for optimal tax treatment

Capital asset planning, Section 179 deductions, and bonus depreciation

Quarterly check-ins to adjust strategies as your business changes

When Tax Planning Makes the Biggest Difference

Five scenarios where proactive planning saves the most money:

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Starting a New Business

Make the right tax decisions from day one. Entity selection, accounting methods, and initial structure all impact your taxes for years to come.

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Experiencing Significant Growth

Hiring employees, expanding locations, or adding revenue streams? These changes create tax planning opportunities (and potential pitfalls).

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Approaching Retirement

The years before retirement are critical for tax planning. We help you position assets and income to minimize taxes in retirement.

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Buying or Selling Assets

Whether it's a rental property, business equipment, or an entire company, large transactions need careful tax planning.

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Major Life Changes

Marriage, divorce, inheritance, or starting a family all have tax implications. We help you navigate transitions smoothly.

Our Bookkeeping Process

Three steps that keep your books clean and your financial picture clear.

Annual Tax Planning Meeting

We review your financial situation, discuss upcoming changes, and develop a strategy for the year ahead.

Quarterly Check‑Ins

As the year progresses, we revisit projections and adjust strategies based on what’s actually happening in your business.

Ongoing Guidance

When questions come up between meetings, we’re here. Should you make that purchase? Take that distribution? We help you decide.

Year‑End Optimization

In November and December, we identify last-minute opportunities to reduce your tax bill before the year closes.

Stop Overpaying on Taxes

If you’re making financial decisions without considering tax implications, you’re probably paying more than necessary. Let’s build a tax strategy that works best for you.

Get In Touch

Fill out a form and we'll be in touch with you as soon as possible.

Give Us a Call

Have questions? Want to schedule a consultation? Call us to chat with an expert!

Resource Library

Access a library of helpful tax documents and links we've compiled for you.