TaxPlus Financial, Inc.
4.8
Arvada, CO tax preparation firm founded in 2007, serving Metro Denver area with rates 20%-50% less than major chains.
About
Patrick Lundberg is the founder of TaxPlus Financial, Inc. He has a BS in Business Marketing from Babson College, Wellesley, MA.
He has been a Colorado and Denver area resident for 20+ years and has been preparing tax returns professionally since 2004. He was an instructor and office manager for a large National tax preparation firm before starting TaxPlus Financial, Inc. in 2007. He is an IRS Registered Tax Return Preparer (since 2012) and has an AFSP (Annual Filing Season Program) credential (2014-present). He is also a small business entrepreneur with experience in real estate brokerage, rental properties and a water conservation company prior to his current tax business. TaxPlus Financial is a member of the National Association of Tax Professionals and has a BBB rating of A+.
Services
Tax Preparation
Tax preparation services for individuals including 1040 Simple ($100), 1040 with Schedules ($120+), and various forms and schedules for tax credits and deductions.
Tax Planning
Tax planning services including estimated payments and strategic planning for tax optimization.
Secure Document Portal
Secure web portal for collecting sensitive and confidential tax data using 256 bit-encryption via an invite-only system.
Credentials & Certifications
Reviews
