Our Services

Comprehensive Financial Services for Businesses & Individuals

Expert accounting, tax consulting, bookkeeping, and business advisory services to help you navigate all your financial needs with confidence. Click on the cards below to discover more.

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Tax Consulting & Compliance

Corporate, pass-through & personal tax compliance and planning.

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Accounting & Bookkeeping

Accurate financial records, monthly reports, to fuel business insights.

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Business
Advisory

Company formation, financial planning, cost optimization, and growth strategies.

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Tax Consulting & Compliance
Stay Ahead of Changing Tax Laws

Minimizing Tax Liabilities, Maximizing Compliance

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Our Services for Businesses

✔ Corporate and Pass-through Tax Planning & Filing
Ensure compliance while reducing liabilities.


✔ Sales Tax Exposure Analysis
Manage sales tax compliance across Colorado’s multiple home-rule jurisdictions.


✔ Cross-Border Taxation Solutions
Advice for businesses with sales/operations in foreign countries.

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Our Services for Private Individuals

✔ Personal Income Tax Returns
Maximize deductions and avoid penalties.


✔ Wealth & Inheritance Tax Planning
Protect your assets for the future.


✔ Business Exit Strategy Planning
Helping business owners structure entity sales to minimize tax impact.

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Accounting & Bookkeeping
Financial Accuracy You Can Rely On

Structured, Compliant, and Transparent Financial Records

Our Accounting & Bookkeeping Services

✔ Monthly & Annual Financial Reports
Stay informed about your business performance.


✔ General Ledger & Account Reconciliation
Identify discrepancies before they become problems.


✔ Accounts Payable & Receivable Management
Streamline cash flow and vendor payments.


✔ Payroll Compliance
Ensure your payroll and employee benefits are compliant.

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Business Advisory
Helping Your Business Grow

Strategic Financial Planning & Advisory for Business Success

Our Advisory Services

✔ Company Formation & Startup Consulting
Guidance on legal structures & registration.


✔ Financial Forecasting & Budgeting
Helping you plan for sustainable growth.


✔ Cost Optimization & Profitability Analysis
Reduce expenses and increase margins.


✔ Mergers, Acquisitions & Business Valuation
Expert support for business transitions.

Take Control of Your Finances Today

Whether you need accounting, tax consulting, financial planning, or business advisory,
Tailored Tax and Wealth is here to support you. Let’s get started!