Advanced Tax Strategies for High-Net-Worth Families and Entrepreneurs Paying Too Much in Taxes.
Our clients receive integrated tax, business and financial planning conveniently within one firm.
Welcome to Polzin Tax & Business Advisors — we are a Colorado-based firm delivering integrated tax preparation and advanced tax strategy services with integrity, experience, and loyalty at the core.
Our clients include educators, military veterans, entrepreneurs, small business owners, and high-net-worth families who value proactive advice and personalized support.
We make tax season simple with convenient virtual onboarding and streamlined preparation services—so you can handle your taxes without leaving home. For those with more complex financial needs, our TAXSCULPT™ Advanced Tax Planning program provides sophisticated, year-round strategies to minimize taxes and maximize long-term wealth.
Our small business clients benefit from coordinated bookkeeping, payroll, and fractional CFO services, giving them a clearer picture of their financial performance and helping them make smarter decisions throughout the year.
Brett R. Polzin, CFP®, EA
Founder & Principal
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Military Veterans & First Responders
Doctors & Healthcare Professionals
Educators
Solopreneurs Looking to Outsource
Small Business Owners
Prospective Entrepreneurs
Those Serious About Improving Their Financial Situation
A Simple, Tiered Approach to Pricing
We’re excited to introduce SIMPOLFIED 1040 Tax Preparation—a streamlined tax return preparation service tailored for clients with straightforward tax situations who still want the expertise of a trusted tax firm.
Let us handle the filing so you can check this task off your list and relax, knowing a team of professionals is behind you.
SIMPOLFIED Fast 1040
For clients with straightforward returns who desire the expertise of a tax professional at a flat price.
Pricing: $495
SIMPOLFIED Standard 1040
For clients with slightly more complex returns still at one flat price with option to add additional states.
Pricing: Starts at $595
SIMPOLFIED Advanced 1040
For clients with more advanced returns. Price will increase based on complexity.
Pricing: Starts at $695 (typically $695 - $1,000)
SIMPOLFIED Student
For students and dependents under age 24 with simpler tax situations.
Pricing: Starts at $295 (typically $295 - $400)
We Proudly Offer Discounts For: Military Veterans, First Responders, Healthcare Professionals, Educators, and U.S. Citizens Age 65+
Interested In Year-Round Tax Support?
SIMPOLFIED
Priority Access
For clients desiring year-round tax support, planning and return filing in one easy subscription.
Pricing: Starts at $1050 (typically $1,050 - $1,800/yr)
We Value Your
Referrals!
As a token of our appreciation, current members may receive a $25 gift card for each new tax client they refer to us who completes their tax filing.
Maximum 10 referrals per calendar year.
Our goal is to provide value that exceeds the price you pay!
Start making your taxes more SIMPOLFIED today!
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