Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

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Did you know, for instance, that you can


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Move your income into lower tax brackets by splitting income among family members or legal entities.

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Shift income and/or expenses to different years in order to best take advantage of lower rates.

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Defer tax liability through some types of investment options.

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Avoid tax liability through some types of investment options, both on the federal and state level.

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Increase your tax deductions by purchasing things that you enjoy.

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These, and other Tax Saving Strategies will help you:

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Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

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Reduce taxes on investments so that you can grow your money quicker.

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Keep more of what you make by reducing your taxed income.

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Defer income in order to keep your money now and pay your taxes later.

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Understand estate taxes and planning so that your family gets to keep more of what you make.

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Give money while reducing taxes to maximize your giving potential.

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Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

Can an ABLE Account Help Colorado Springs Families with Qualified Disability Expenses?

Key Takeaways ABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond that. Withdrawals are...
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How Does the Health Savings Account Work for Colorado Springs Taxpayers?

Quick Answers: How Does The Health Savings Account Work?You must have a qualified High Deductible Health Plan (HDHP) to open and contribute to an HSA (2025 min deductible $1,650/$3,300; max out-of-pocket $8,300/$16,600). HSAs give you a triple tax advantage:...
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Colorado Springs Couples: Wondering When to File “Married Filing Separately”?

Quick Answers: When To File Married Filing Separately?Filing separately can help if one spouse has high medical expenses and a lower income. It can protect a tax refund from being seized if the other spouse owes past debts (taxes, child support, student...
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Does OBBBA Change How Social Security Is Taxed for Colorado Springs Retirees?

“The more sand that has escaped from the hourglass of our life, the clearer we should see through it.” ―Jean-Paul SartreQuick Answers: How Does OBBBA Change How Social Security Is Taxed?Many retirees 65+ will see a lower overall tax bill in 2025–2028 thanks to the...
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No Taxes on Overtime: Bigger Paychecks for Colorado Springs Workers?

“The trouble with the world is not that people know too little; it's that they know so many things that just aren't so.” —Mark TwainQuick Answers: How Much Will I Actually Save With No Taxes On Overtime?You’ll still pay Social Security and Medicare (FICA) tax on every...
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Colorado Springs Families: Will Updating My W4 Tax Form Boost My Paycheck?

 â€œA man should never neglect his family for business.” —Walt Disney Quick Answers: Will Updating My W4 Tax Form Increase My Paycheck?Child Tax Credit (CTC) is going up to 2.2K per child, but many will need to update their W4 to see that reflected in...
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Itemizing Deductions This Year? Colorado Springs Taxpayers, Read This

“If a window of opportunity appears, don't pull down the shade.” —Tom PetersQuick Answers: 2026 Charitable Giving Changes Under OBBBAIn 2026, itemizers can only deduct gifts above 0.5 percent of taxable income, and the 60 percent AGI limit becomes permanent. 2025...
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What’s the Last Day to File Taxes on Extension, Colorado Springs Taxpayers?

“No plan ever failed due to good planning.” —Jury NelQuick Answers: What’s the Last Day to File Taxes on Extension?October 15, 2025, is the last day to file your 2024 federal return if you filed an extension back in April. If you still owe, penalties and interest...
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Colorado Springs Tipped Workers: What Does No Tax On Tips Really Mean?

Did you happen to catch that post floating around social media last week about 1.39K stimulus checks being mailed out? The post got shared and reshared like wildfire
 but here’s the thing: it wasn’t true.The IRS had to step in on their official X account and post...
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1099-K Changes Could Save Paperwork (Not Taxes) for Colorado Springs Gig Workers

As the kids are saying these days: SMH.At what? The IRS.Another commissioner is out the door. Billy Long is packing his bags for Iceland (yes, really), after about two months on the job.And the service you actually get from the IRS isn’t improving either....
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Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!