Trio Tax

Tax preparation in Boulder, CO (show on map)

Trio Tax is a specialized tax preparation service for micro businesses in Boulder, CO, specializing in forms 1065, 1120S, and 1120 for small partnerships, S-Corps, and C-Corps.

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About

Trio Tax is a specialized tax preparation service for micro businesses, led by Vik Vad (Enrolled Agent). They cater to partnerships, S-Corps, C-Corps, and sole proprietors.

Services include expert tax preparation for forms 1065, 1120S, and 1120, individual tax filing, bookkeeping, payroll, and advisory services. They offer startup packages for those just getting started and ensure transparency and affordability. Their belief is that micro businesses are the engine of the country and they want to take the burden out of the tax part so owners can focus on what they're passionate about.

Specialized in micro businesses

Enrolled Agent expertise

Startup packages available

Free initial consultation

1-2 week turnaround

Extension filing free of charge

Services

Small Business Tax Preparation

Expert tax preparation for small partnerships, S-Corps, and C-Corps. Forms 1065, 1120S, and 1120.

Form 1065 Form 1120S Form 1120 Partnership returns S-Corp returns C-Corp returns

Individual Tax Filing

Individual tax return preparation and filing services including Schedule C and Schedule E for sole proprietors.

Individual returns Schedule C Schedule E K-1 preparation

Simple Business Package

Startup package for startups, side gigs, freelance and micro business entrepreneurs ensuring transparency and affordability.

Startup package Transparency Affordability

Bookkeeping Services

Bookkeeping services for small businesses.

Bookkeeping Monthly service

Payroll Services

Payroll services for small businesses.

Payroll Referrals to trusted partners

Advisory Service

Tax planning ideas, overall financial picture discussions, and decision benefit analysis.

Tax planning Financial picture Decision analysis

Credentials & Certifications

Enrolled Agent

Frequently Asked Questions

Why choose Trio Tax for tax preparation? +

Trio Tax specializes in providing tailored tax solutions for small businesses ensuring affordability and transparency. Their seasoned tax preparers, many of whom are Enrolled Agents, understand your situation.

What documents are needed for tax preparation? +

Ideally, a profit and loss statement (income statement) and a balance sheet. If those aren't available, bank or credit card statements, receipts, and an expense totals sheet will help. Also needed: government issued ID, entity's EIN number, prior year's tax return if available, and any tax forms like 1099's.

What types of businesses does Trio Tax serve? +

Photographers, life coaches, personal trainers, Amazon sellers, dog walkers, private tutors, handyman or repair businesses, subscription services, cleaning services, craftsmen, Etsy or online shop owners, ridesharing services, rental properties, legal document prep, content creators, and more.