Tailored Tax & Wealth

FINANCIAL ADVICE TAILORED TO YOU

Accounting firm in Parker, CO (show on map)

5.0

★★★★★

4 reviews

Tailored Tax and Wealth, LLC provides comprehensive financial services for individuals and business owners in Colorado, including tax consulting, accounting, and financial planning.

Call (720) 767-2141

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About

Tailored Tax and Wealth, LLC is a Registered Investment Advisor based in Parker, CO, offering comprehensive financial services for individuals and business owners. Founded by Terry Lambert, CPA with 12+ years of experience at the IRS, KPMG, and Charles Schwab, they provide tax consulting (corporate taxes, audits, pass-through, personal returns), accounting and bookkeeping (Intuit management, precision-driven records, monthly reports), and financial planning (personal planning, investment advisory, IRA, ROTH, 401K).

They have managed and audited businesses worth over $500 million and serve industries including construction, oil and gas, professional services, contractors, gig work, and real estate.

12 years IRS/KPMG/Charles Schwab experience

Former IRS revenue agent

Audited/managed $500M+ businesses

Registered Investment Advisor

Fixed fee pricing

CPA-led firm

Services

Tax Consulting & Compliance

Maximize returns and minimize stress with expert tax consulting. Services include corporate taxes, audits, pass-through entities, and personal tax returns.

Corporate Taxes Audits Pass-through entities Personal tax returns

Accounting & Bookkeeping

Streamline finances with professional accounting and bookkeeping services using Intuit management.

Intuit management Precision-driven financial records Monthly reports

Financial Planning

Achieve life goals with personalized financial planning including investment advisory and retirement planning.

Personal financial planning Investment Advisory IRA ROTH 401K

Business Tax & Wealth Management

$675/month - Expert bookkeeping/accounting, payroll services, year-long tax planning, yearly tax preparation, integrated personal financial planning, IRS notices/audit resolution, unlimited consultation.

Bookkeeping Payroll Tax planning Tax preparation Financial planning

Business Tax & Books Package

$520/month - Expert bookkeeping/accounting, payroll services, year-long tax planning, IRS notices/audit resolution, yearly tax preparation.

Bookkeeping Payroll Tax planning IRS resolution

Individual Tax and Wealth Management

$335/month - Year-long tax planning, yearly tax preparation, integrated personal financial planning/investment advisory, IRS notices/audit resolution.

Tax planning Tax preparation Investment advisory

Credentials & Certifications

CPA - Certified Public Accountant

Registered Investment Advisor

Reviews

Rating

★★★★★

Reviews

"He is an expert in saving businesses money."

Frequently Asked Questions

Do I need an accountant for my small business? +

Yes! An accountant can help ensure your books are properly kept and implement tax planning strategies so you keep more of your money to grow your business.

Can you help with IRS notices or audits? +

Yes! I represent clients before the IRS and as a former IRS revenue agent I have unique expertise in the audit process and can help you reach a satisfactory resolution.

What industries do you specialize in? +

I serve a wide range of industries including construction, oil and gas, professional services, contractors, gig work, real estate, and more.

Can you help set up a new business? +

Yes! I can help you choose the best business structure (LLC, S-Corp, etc.), register with the state, and set up your accounting system.