Skip to main content

IronFjord Tax Professionals

Fiduciary Flat Fee Financial Planning

Tax preparation in Lakewood, CO (show on map)

IRS Enrolled Agent and Chartered Financial Analyst offering transparent, flat-fee tax preparation for pre-retirees, retirees, and high-net-worth clients with investments.

Call (303) 900-8987
Navigate to Visit website
IronFjord Tax Professionals website

About

Founded by James Mayo, CFA, CFP®, EA, IronFjord Tax Professionals specializes in tax preparation for pre-retirees, retirees, and high-net-worth individuals with investments. The firm offers transparent, flat-fee services, including federal and state tax return preparation, coordination of investments and retirement accounts, and $1 Million Tax Audit Defense™. Se

rvices are available nationwide through secure virtual meetings and encrypted document portals.

Fiduciary flat-fee financial planning
Integrated tax and investment expertise
Audit defense up to $1,000,000
Nationwide virtual service

Services

Tax Preparation for Pre-Retirees & Retirees

Transparent, flat fee tax preparation integrated with financial planning to minimize taxes on investments and optimize retirement income.

Flat-fee pricing Integrated financial planning Audit defense up to $1,000,000 Nationwide virtual service

Credentials & Certifications

IRS Enrolled Agent (EA)
Chartered Financial Analyst® (CFA)
CERTIFIED FINANCIAL PLANNER® (CFP®)

Frequently Asked Questions

What makes IronFjord Tax Professionals different from other tax preparers? +

Most tax preparers focus only on filing returns. IronFjord combines tax and investment expertise as a CFA®, CFP®, and IRS Enrolled Agent to help clients make intelligent financial decisions.

Do you only prepare taxes, or do you also provide tax and financial planning? +

We prepare individual tax returns nationwide but achieve the greatest value when tax and financial planning work together. Year-round planning optimizes tax outcomes and overall long-term financial plans.

Can you manage my investments and taxes together? +

Yes. Through IronFjord Wealth Management, an independent fiduciary financial planning and investment firm, we offer investment management and financial planning built around your tax strategy, using low-cost index funds to minimize taxes.

What types of clients do you work with? +

We typically work with pre-retirees and retirees, welcoming anyone who wants coordinated financial decisions.

Do you work with clients outside of Colorado? +

Yes. We serve clients nationwide through secure virtual meetings and encrypted document portals.

How do your fees work? +

Tax preparation fees are flat-rate: $595 for a standard 1040, $795 for a 1040 with Schedule C. Discounts are available for clients of IronFjord Wealth Management. No commissions or hidden fees.

I already have a financial advisor. Can you still do my taxes? +

Yes. We can prepare taxes independently or collaborate with your advisor. Many clients consolidate services for a more aligned fiduciary relationship.

When is the best time to start planning for next year’s taxes? +

The best time is as soon as possible. Proactive planning allows for Roth conversions, charitable giving, and investment withdrawals to manage future tax brackets and preserve wealth long term.

Contact IronFjord Tax Professionals

IronFjord Tax Professionals
Category
Tax preparation
Wheelchair Accessible
Call (303) 900-8987

Location

Location of IronFjord Tax Professionals, 13701 W Jewell Ave Suite 200-29, Lakewood, CO 80228 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with IronFjord Tax Professionals?

Reach out today to schedule a consultation.

(303) 900-8987

Related Businesses

Listing issue? Report this listing →
Prioritize this listing: Featured Listing →