We know that preparing your tax return each year can be complicated and confusing! At Duncan & Company, LLC, we strive to provide a pleasant, stress-free tax experience through our completely virtual tax return process at competitive but reasonable rates* to:
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Individuals and small business LLC's (I.e. Schedule C profit and loss)
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Regular Form 1120 Corporations and Small Business Corporations (S-Corporations)
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Partnerships (Form 1065)
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Estates, gifts and trusts (Form 1041, 706 & 709)
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Nonprofit organizations (Form 990)
Our virtual tax preparation services takes away the fear of "going to see the tax-man" and provides a comfortable environment that is easy and (virtually) painless. Simply answer a few questions on our online tax organizer, upload your documents to the Client Area on our home page, and we'll take it from there! We'll prepare your return and keep you informed every step of the way. When your return is done, we'll schedule an appointment to come and visit our fancy new office in downtown Parker, Colorado!
If you prefer a completely virtual tax experience, you can review your return at your leisure, schedule a day/time to discuss any questions either over the phone or via Zoom, and even e-sign the final return for e-filing and pay the invoice via email! We'll notify you when your return is accepted by the IRS and state tax agencies. We greatly appreciate referrals and Google and/or Yelp reviews!
For our business clients, we can also perform a preliminary review of your financial statements to ensure proper tax return filing. If we have questions or need clarification, we will contact you prior to preparing your tax return.
Tax Planning Services
Proactive tax planning is essential to help reducing your income taxes and saving money! We can help by reviewing your income throughout the year including wages, interest and dividends, capital asset sales (I.e. stock, bonds, investment property, etc.), retirement account contributions or distributions, tax payments and withholdings, etc. to determine an estimated income tax for the year and whether you need to increase withholdings, make estimated tax payments, and/or other changes to reduce the potential for underpayment penalties and interest.
Give us a call today to schedule an appointment to review your tax situation before year-end when changes still can be made. We can also refer you to reputable investment advisors that can help maximize your retirement and/or reduce taxes!
We look forward to serving you!
Duncan & Company, LLC
(303) 386-5200 | Email us at: info@duncancocpa.com
* Additional fees apply for additional forms and/or schedules. Includes primary state tax return and all e-filing fees are FREE!
