We are based in the front range of Colorado and provide a boutique tax advisory and preparation service that is focused on the individual client throughout the entire tax process.*Note: Certified Public Accountant referred services available through a separate outside engagement letter for any CPA services needed directly with our CPA colleague
Bringing to clients continuing education of current tax law changes and accounting principles. Obtaining through attending conferences and webinars along with research of annual and industry updates.
Tax return preparation can be a daunting and complex task. Tax laws are complicated making filing even a simple return a bit confusing. We’ll find the deductions and credits you are entitled to. There is no substitute for the assistance of an experienced tax professional. Call us at 207-699-7979 to discuss how we can help.If you have traded in these items during the past year, we can guide you through the specialized steps necessary to report this activity properly on your Tax Return.
We can meet you whenever and wherever is best for you. Days, Evenings and Weekend appointment are available so you can concentrate on running your business.
Consulting regarding the establishment of a new Business Entity and the benefits to each (Sole Proprietorship, Single Owner LLC, 1065 Partnership, 1120-S Corporation, and 1120-C Corporation.)
Kevin brings over 30+ experience as an entrepreneur. He has the ability to help you take your Business Idea and help you navigate the tricky waters of Business Setup. This journey starts from helping you form the correct Entity, Sales Tax Compliance, helping to get your DUNS Number set up, and getting your Accounting Platform setup in the correct manner from the start. Kevin will be your Mentor throughout the Business Setup process.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Our first priority is to take care of you and your family, at whatever stage of life you’re at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Content, links, and some material within this website may have been created by FMG Suite for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Our site is filled with educational articles and links designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.Secure File Transfer: Clients prefer the convenience of communicating with their tax professional via email. However, the web is a dangerous place for sensitive & private information. In response to the explosion of identity theft in the tax industry, Williams Convenient Tax Service has teamed up with Dropbox so our clients & professionals can safely and securely send & receive information to each other. This makes for a clear, smooth and streamlined tax return process.Financial planning services for individuals and small business owners. Financial planning looks at all aspects of a person’s financial life and helps you come up with a plan to meet your responsibilities and achieve your goals.
