Your Trusted CPA in Tax & Business Planning
Helping businesses and individuals develop cohesive tax and financial plans in Parker, CO and across Colorado
Your Business is More Than Just a Job
You’ve spent countless hours nurturing and growing your business. Maybe it all started as an idea that you boot-strapped into a successful enterprise. Or your business was passed down through generations and is part of your family’s legacy. Ultimately, your business is not just a job to you, it is an extension of yourself.
Now you’re looking for accounting assistance, whether that is tax planning/compliance, bookkeeping, or high-level forecasting. You’re getting bogged down by the mundane process of bookkeeping and accounting or you’re looking for ways to improve your cash flow through tax planning. But who can you trust to be mindful and careful with such an integral part of your life?
Clarity for Your Future
Whether you’ve just started your business or have been operating it for years, there is that question in the back of your mind, am I prepared for the future? Being a business owner comes with a lot of uncertainty. Will I have enough cash flow to make payroll? Will I be able to save for retirement? Will I be audited by the IRS? These worries and concerns can distract you from your real passions and goals which led you to start your own business in the first place.
Trusted Accounting & Business Advisory Services
At Tailored Tax and Wealth, we combine expertise, precision, and customization to help businesses and individuals tailor their tax and financial strategies to maximize their returns and minimize risk. We want to be more than “just an accountant” for you and your business. We want to partner with you and prove our worth every day. To us, accounting is more than a transaction. It’s a relationship. A chance to improve more than your business, but your life as a whole.
Certified Public Accountant
Tailored and effective tax strategies for you.
12+ Years of Experience
Trusted by individuals and businesses across Colorado.
Transparent &
Personalized
No hidden fees, tailored solutions for every client.
Business Financial Planner
Financial advisor for business financial planning needs.
Comprehensive Financial Services for Businesses & Individuals
We provide expert guidance in bookkeeping, tax compliance, tax planning, financial planning, and business advisory.
Tax Consulting & Compliance
Corporate, pass-through & personal tax returns
Accounting & Bookkeeping
Precision-driven financial records, monthly reports
Business
Advisory
Cash flow strategies, company formation & startup consulting
Do You Have Questions? We Have Answers
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. Chief Financial Officer (CFO) services start at $500 per month.
Ready to Take the Next Step Toward Financial Clarity?
Book a free consultation today and experience expert accounting with a trusted partner.