BUTTON UP YOUR FINANCES
WE PROVIDE COMPREHENSIVE FINANCIAL SERVICES FOR BUSINESS OWNERS
Tax Consulting & Compliance
Maximize your returns and minimize your stress with our expert tax consulting. We uncover every deduction, optimize your strategy, and keep you fully compliant—so you keep more of what you earn.
Services:
Corporate Taxes
Audits
Pass-through
Personal tax returns
Accounting & Bookkeeping
Streamline your finances and save valuable time with our professional accounting and bookkeeping services. We keep your records accurate, organized, and tax-ready—so you can focus on growing your business with confidence.
Services:
Intuit management
Precision-driven financial records
Monthly reports
Financial Planning
Achieve your life goals with confidence through our personalized financial planning services. We create a clear, actionable roadmap to grow your wealth, protect your assets, and secure your financial future.
Services:
Personal financial planning
Investment Advisory
IRA, ROTH, 401K
12 YEARS OF EXPERIENCE AS A TAX EXECUTIVE AT THE IRS, KPMG, AND CHARLES SCHWAB
Tailored Tax and Wealth has unmatched expertise backed by years of experience working at the IRS, KPMG, and Charles Schwab. We’ve performed audits and provided tax services for everyone from individuals to fortune 500 companies. Our deep industry knowledge and insider perspective empower us to deliver strategies that maximize your wealth, minimize your tax burden, and protect your future.
Certified Public Accountant
Tailored and effective tax strategies for you.
Trusted Across Colorado
Audited and managed business worth more than $500 million.
Honest and Fair Pricing
No hidden fees, tailored solutions for every client.
Registered Investment Advisor
Financial advisor to integrate your business and personal finances.
COMMONLY ASKED QUESTIONS
Do I need an accountant for my small business?
Yes! An accountant can help ensure your books are properly kept and implement tax planning strategies so you keep more of your money to grow your business.
Can you help with IRS notices or audits?
Yes! I represent clients before the IRS and as a former IRS revenue agent I have unique expertise in the audit process and can help you reach a satisfactory resolution to any controversy with the IRS.
What industries do you specialize in?
I serve a wide range of industries including construction, oil and gas, professional services, contractors, gig work, real estate, and more. My expertise is adaptable to different industry needs.
What documents do I need for tax preparation and tax planning?
I’ll provide a personalized checklist, but common documents for individuals include W-2s, 1099s, prior year returns, IRA and HSA contribution amounts, and charitable donations details. For businesses, common documents include a trial balance, general ledger, and ownership details.
Can you help set up a new business?
Yes! I can help you choose the best business structure (LLC, S-Corp, etc.), register with the state, and set up your accounting system.
How do you bill for your services?
I offer flat fees for all services. We’ll provide a quote after our initial consultation depending on your needs and the complexity of your tax or financial situation. Tax preparation services for individuals start at $500 per return and $1,500 per return for businesses.
