Treeline Tax & Advisory
Grounded tax advice for growing lives and businesses.
Treeline Tax & Advisory provides CPA-led tax preparation and tax planning for individuals, small businesses, and partnerships in Colorado.
About
Treeline Tax & Advisory LLC is a CPA-led tax advisory firm based in Colorado. Services are provided by or under the supervision of a licensed Certified Public Accountant.
They specialize in partnership tax returns (Form 1065), small business tax returns (Schedule C, Single-Member LLCs), individual income tax returns (Form 1040), and stock-based compensation tax planning (RSUs, ISOs, NSOs, ESPPs). They offer year-round tax planning and advisory services.
Services
Partnership Tax Returns (Form 1065)
Tax preparation services for partnerships.
Small Business Tax Returns
Tax preparation for Schedule C, Single-Member LLCs and small businesses.
Individual Income Tax Returns (Form 1040)
Federal and state income tax preparation for individuals.
Stock-Based Compensation Tax Planning
Tax planning for RSUs, ISOs, NSOs, and ESPPs.
Tax Planning & Advisory Services
Year-round tax strategy, income and equity event modeling, business growth scenarios, retirement strategy coordination.
IRS & State Tax Support
Assistance with IRS and state tax notices, amended returns, back-tax compliance, and representation.