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Treeline Tax & Advisory

Grounded tax advice for growing lives and businesses.

Tax preparation service (show on map)

Treeline Tax & Advisory provides CPA-led tax preparation and tax planning for individuals, small businesses, and partnerships in Colorado.

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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.

CPA-led firm
Not a high-volume tax prep shop
Clear explanations
Realistic defensible tax strategies

Services

Partnership Tax Returns (Form 1065)

Tax preparation services for partnerships.

Form 1065 Partnership tax returns

Small Business Tax Returns

Tax preparation for Schedule C, Single-Member LLCs and small businesses.

Schedule C Single-Member LLCs Small business tax

Individual Income Tax Returns (Form 1040)

Federal and state income tax preparation for individuals.

Form 1040 Federal tax State tax

Stock-Based Compensation Tax Planning

Tax planning for RSUs, ISOs, NSOs, and ESPPs.

RSUs ISOs NSOs ESPPs Equity compensation

Tax Planning & Advisory Services

Year-round tax strategy, income and equity event modeling, business growth scenarios, retirement strategy coordination.

Year-round planning Income modeling Business restructuring Retirement strategies

IRS & State Tax Support

Assistance with IRS and state tax notices, amended returns, back-tax compliance, and representation.

IRS notices State notices Amended returns Back-tax compliance Representation

Credentials & Certifications

Licensed CPA

Contact Treeline Tax & Advisory

Treeline Tax & Advisory
Website
treeline.tax
Category
Tax preparation service
Wheelchair Accessible
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Location

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