pi Tax Management

How Do We Look At Your Taxes?

Tax preparation service in Greenwood Village, CO (show on map)

pi Tax Management takes a holistic approach to tax planning and preparation, looking at income, expenses, investments, business transactions, and life events to meet unique tax situations.

Call (720) 798-5487

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About

pi Tax Management takes a holistic approach when it comes to tax planning and preparation. They look at income, expenses, investments, business transactions, and life events to help meet unique tax situations.

Their services include tax preparation for individuals and small businesses, tax planning with proactive strategies, and tax consultation to help manage tax decisions.

Holistic approach to taxes

Founder with 25+ years of experience

CFP credentials on team

Works with investments and financial situations

Simplified solutions for complex needs

Services

Tax Preparation

Tax preparation services for individuals and small businesses including single, joint, small business, gift tax, trusts and estates.

Single filers Joint filers Small business Gift tax Trusts & Estates In person or virtual meetings E-filing

Tax Planning

Proactive tax planning including review of taxable events, tax liabilities, credits, deductions, exemptions, and IRS letters.

Taxable events review Tax liability analysis Credits optimization Deductions maximization IRS letter assistance Forward looking estimates

Tax Strategies

Consultation and analysis to help manage tax decisions, looking at whole client situation to create tax plans.

Holistic analysis Tax decision management Comprehensive planning

Credentials & Certifications

Certified Financial Planner (CFP)

Frequently Asked Questions

What services does pi Tax Management offer? +

pi Tax Management offers tax preparation for individuals and small businesses, tax planning with proactive strategies, and tax consultation to help manage tax decisions.

What is pi Tax Management's approach? +

pi Tax Management takes a holistic approach, looking at income, expenses, investments, business transactions, and life events to help meet unique tax situations.

Where is pi Tax Management located? +

pi Tax Management is located at 8390 E. Crescent Parkway Ste. 110, Greenwood Village, Colorado 80111.

Who founded pi Tax Management? +

Daniel Whitehead founded pi Tax Management after more than 25 years as a business owner and Financial Advisor with a background in taxes.