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Fort Collins Tax Advisory Group, LLC

Tax preparation in Fort Collins, CO (show on map)
Google 5.0
★★★★★
12 reviews

Fort Collins Tax Advisory Group LLC provides tax preparation and planning services in Fort Collins, Colorado with a holistic approach to tax planning.

Call (970) 282-8743
Navigate to Visit website
Fort Collins Tax Advisory Group, LLC website

About

Fort Collins Tax Advisory Group LLC prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, RITA, and local returns. With their comprehensive and holistic approach, clients engage in the complete integrated process of their tax planning needs.

Enrolled Agent (IRS admitted) with Finance degree from Colorado State University
IRS Circular 230 compliant communications network
Member of United Cloud Partners Services
Comprehensive and holistic approach to tax planning
Offers free OBBBA summary
Secure client portal for document sharing

Services

Tax Preparation

Full service tax preparation for individuals and businesses including 1040 personal, Corporate S and C, Partnerships, Trust returns, and multi-state returns.

1040 personal returns Corporate S and C returns Partnership returns Trust returns Multi-state returns Local returns

Charitable Tax Planning Strategies

Tax planning strategies focused on charitable giving and contributions.

Charitable giving planning Donation strategies

Roth IRA Conversion Strategies

Strategies for converting traditional IRA to Roth IRA with tax optimization.

Roth conversion analysis Tax minimization

Tax Planning Services

Proactive year-round tax planning to minimize tax burdens and plan for future tax outcomes.

Year-round tax planning Proactive tax strategies

Small Business Strategy Development

Business tax strategy development for small businesses.

Business tax strategy Entity selection

Social Security Taxation Reduction

Strategies to reduce taxation of Social Security benefits.

Social Security optimization

Credentials & Certifications

Enrolled Agent (EA)

Reviews

Google
Rating
5
★★★★★
Reviews
12
"Very helpful, prompt and always answers our questions."

Frequently Asked Questions

What types of tax returns does Fort Collins Tax Advisory Group prepare? +

They prepare all forms of tax returns including 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, RITA, and local returns.

What is Fort Collins Tax Advisory Group's approach? +

They use a holistic approach to serve client's needs for current tax preparation and planning their own tax outcomes long term. They have a secure, IRS Circular 230 compliant communications network for submitting all state and federal tax work documents.

What are their core services? +

Core services include Tax Preparation, Charitable Tax Planning Strategies, Roth IRA Conversion Strategies, Tax Planning Services, Small Business Strategy Development, Social Security Taxation Reduction, 401(k) Strategies, and Estate Planning.

What are the office hours? +

Mon - Fri, 8:00am - 5:00pm, or by appointment.

Contact Fort Collins Tax Advisory Group, LLC

Fort Collins Tax Advisory Group, LLC
Website
fctag.com
Category
Tax preparation
Wheelchair Accessible
Call (970) 282-8743

Location

Location of Fort Collins Tax Advisory Group, LLC, 3711 John F Kennedy Pkwy #230, Fort Collins, CO 80525 · View on Google Maps

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Get in Touch

Ready to work with Fort Collins Tax Advisory Group, LLC?

Reach out today to schedule a consultation.

(970) 282-8743

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