Digital Organizer Upload
Upload W-2s, 1099s, brokerage statements, and mortgage records to our secure client portal.
Denver Individual Tax Preparation & Advisory
Individual Tax Returns & Strategic 1040 Preparation
Stress-free filing and defensible deduction discovery for professionals, dual-income households, real estate owners, and corporate leaders across Colorado and nationwide.
- 100% CPA Prepared & Reviewed
- Direct Electronic Filing (IRS & States)
- 256-bit Encrypted Document Portal
Targeted Expertise
Is This Service Built for Your Tax Situation?
While basic W-2 software handles simple single-state filings, our practice specializes in multifaceted individual returns requiring experienced CPA judgment.
W-2 Compensation with Equity
Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Non-Qualified Stock Options (NSOs). Twice-yearly tax planning to address W-4 withholding shortfalls on complex income.
Real Estate Property Owners
Schedule C and E rentals, depreciation schedules, short-term rentals, passive activity rules, 1031 exchanges, cost segregation studies, and depreciation recapture analysis.
Business Founders, Partners & Investors
Coordinating your 1040 with multi-state K-1 allocations, S-Corporation distributions, and Section 199A QBI deductions.
Multi-State Remote Earners
Allocating compensation across state lines for Colorado residents working for out-of-state employers or partnerships.
Foreign Asset Compliance Reporting
FBAR (FinCEN Form 114) reporting support for U.S. individuals and entities with a financial interest in or signature authority over foreign financial accounts whose combined value exceeds $10,000 at any time during the calendar year.
A Collaborative Engagement
A Filing Season Built Around Your Schedule
You are not handing documents into a black box. We work from a shared organizer, review every position with you, and keep a permanent record of the workpapers behind each number.
Comprehensive Scope
What You Receive in Your 1040 Engagement
Every individual engagement includes complete preparation, proactive deduction benchmarking, and direct partner counsel.
Federal Form 1040 & Schedules
Full tax preparation of Form 1040 including Schedules A, B, C, D, E, and F for farming, as your situation requires.
Multi-State Return Filing
Colorado Form 104 plus non-resident and part-year filings, with credit for taxes paid to other states.
Deduction & Credit Optimization
Benchmarking retirement contributions, HSA maximization, charitable schedules, and energy credits.
Year-Ahead Estimated Taxes
Quarterly Form 1040-ES vouchers that protect your cash flow and avoid underpayment penalties.
Encrypted Document Vault
Permanent 24/7 access to signed returns, workpapers, and organizers in our encrypted portal.
Notice & Inquiry Representation
If the IRS or Colorado issues a notice, our CPA team handles the correspondence and response.
Clear Pacing
How Our 1040 Preparation Works
A structured, stress-free path from document collection to electronic filing.
In-Depth CPA Review
Greg Hobbs, CPA reviews your records, uncovers deduction opportunities, and calculates your liability.
Return Walkthrough
We walk you through every number in a 30-minute session, and answer any questions you have.
E-Signature & Filing
Sign digitally with one click and we submit through authorized IRS e-file with receipt confirmation.
Upfront Fixed Pricing
Individual Tax Return Tiers
Clear deliverables with transparent fixed scopes. No hidden hourly billing clocks.
Premier Personal
Meticulous 1040 preparation for professionals and dual-income households.
Annual ScopeForm 1040 Filing
- Federal Form 1040 & Colorado return
- Schedule A itemized deduction review
- Consolidated brokerage & 1099 investments
- Encrypted portal storage & electronic filing
Most Popular for Investors
Equity & Real Estate
Advanced strategy for executives with equity grants, rentals, and K-1s.
ComprehensiveMulti-Schedule + Advisory
- Everything in Premier Personal
- Multiple Schedule E rental depreciation schedules
- Multi-state K-1 partnership & S-Corp passthroughs
- RSU / ISO exercise & AMT mitigation
- Mid-year withholding check & projection review
Private Wealth Advisory
Year-round counsel for multi-generational families, trusts, and founders.
Retainer ScopeFamily Office Counsel
- Fiduciary trust return filings (Form 1041)
- Annual gift tax return filings (Form 709)
- Charitable foundation & donor-advised fund strategy
- Direct collaboration with wealth managers & attorneys
Clear Answers
Frequently Asked Questions
Common inquiries regarding our individual tax return preparation process.
We provide a personalized digital organizer inside our encrypted portal. Generally you will need W-2s, 1099s (brokerage, dividends, interest, and 1099-NEC), prior year returns if you are a new client, mortgage interest statements, property tax records, and K-1 forms.
K-1s from private equity, syndications, and partnerships frequently arrive late. We prepare your complete 1040 in advance, calculate an accurate extension payment before the deadline, and finalize filing as soon as the last K-1 arrives.
Yes. As a licensed CPA firm we have practice rights across all 50 states. We regularly prepare resident, non-resident, and part-year returns for clients who relocated, own out-of-state rentals, or receive multi-state compensation.
Absolutely. Many clients work with us entirely through our encrypted portal, secure messaging, and video walkthroughs. You are also welcome to meet at our central Denver office.