Integrated Tax Strategies for High-Net-Worth Families and Successful Entrepreneurs
Tired of only hearing from your CPA once a year?
Now Accepting New Tax Preparation Clients for 2025 Tax Filing
Secure Your Spot for 2025 Tax Prep
We’re welcoming new clients who want expert support—before things get busy.
Spots are limited—start early and file with confidence.
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 & Chief Tax Strategist
Choose the Level of Tax Filing Support That Fits Your Financial Life
SIMPOLFIED 1040 Individual Tax Filings
One-time tax preparation. No ongoing planning required.
Best For:
Students • Early-career professionals • W-2 households • Simple returns
Includes:
Annual federal & state tax return preparation
Secure document portal
Optional review call
Transparent, three-tier pricing model based on complexity
One-Time Preparation & Filing Fee: Starts at $459 (finalized once your fee grid is confirmed)
TAXSCULPT Tax Planning Subscriptions
Annual tax preparation + year-round strategic planning.
Best For:
Retirees • Rental owners • Equity compensation • Business owners • Complex tax situations
Includes:
Annual federal & state tax return preparation
Priority access via email/phone
Up to 4 strategic planning touchpoints (or unlimited in Premier)
Estimated tax planning & tax projections
Major financial event review
Annual Subscription: Starts at $79/mo
Want more details about our pricing?
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Ready to make taxes feel predictable again?
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Military Veterans & First Responders
Doctors, Dentists & Healthcare Professionals
Educators
Solopreneurs Looking to Outsource
Small Business Owners
Prospective Entrepreneurs
Those Serious About Improving Their Financial Situation
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