Advisory Services

Tax Advisory Services

• Retirement Planning
• Entity Selection
• Tax Projections
• Buying or Selling a Home
• Gifting Requirements
• Health Insurance
• Investments
• 529 Plans
• Donations

Accounting Advisory Services

• Business Expenses
• Equipment Purchases
• S Corp
• Employees
• QuickBooks Online
• Payroll
• Business-Owned Rentals
• Colorado PTE
• W2s and 1099s