Strategic Tax Planning, Year-Round

Strategic Tax Solutions, Simplified

Smart Planning to Minimize Your Tax Burden

As your financial and tax advisor, we integrate tax decisions with your plan and portfolio so you can keep more of what you’ve earned—now and over a lifetime. Tax planning is more than filing returns; it’s a proactive approach that aligns choices across income, investments, and estate goals, helping you navigate complexities with clarity.

CPA Tax Planning in Denver

Bracket Management, Roth Conversion Strategy & Coordination

Proactive planning, annual preparation, and ongoing guidance—connected to your broader financial strategy. We design a coordinated roadmap that considers bracket management, Roth conversion strategy, timing of deductions, and how charitable giving and estate decisions influence your overall outcome.

Proactive CPA Tax Planning in Denver—Roth Conversion Strategy & Multi-Year Modeling

We review your current position and project forward to uncover tax-aware moves that fit your plan. With lifetime modeling, we evaluate opportunities across multiple years instead of one filing season at a time.

• Roth conversions and partial conversions modeled against brackets and IRMAA
• Qualified charitable distributions (QCDs) and bunching strategies
• Income tax smoothing and timing of deductions/credits
• Optimized asset location and withdrawal order across accounts

Individual Tax Preparation for Qualified Clients—Denver Metro & Colorado

For qualified wealth-management clients with over $2,000,000 of assets under management, we prepare and file most individual returns. We do not prepare business returns, payroll tax reports, or bookkeeping. Serving the Denver metro—including Greenwood Village (DTC), Highlands Ranch, Lone Tree—and clients across the region, our preparation process includes:

• Individual federal income tax returns
• Individual state income tax returns
• Estimated tax payment calculations and vouchers
• Detailed tax projections with scenario comparisons
  

Ongoing CPA Tax Planning—Estimated Payments, RMDs & Adjustments

Tax planning doesn’t end on April 15. We adapt to changes in your life and the tax code, keeping your plan current and your decisions informed.

• Updated planning scenarios when circumstances shift
• Recalculation of estimated payments as income or withholdings change
• Guidance on funding retirement accounts and required minimum distributions (RMDs)
• Recommendations that connect taxes, investments, and estate alignment