Advanced Tax Strategies for High-Net-Worth Families and Entrepreneurs Paying Too Much in Taxes.

Now Accepting New Tax 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.

Tax preparation, advanced tax strategies for high-net-worth families

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.

Tax Advisor Brett Polzin Denver, CO

Brett R. Polzin, CFP®, EA

Founder & Principal

Tax Preparation and Planning for High-Net-Worth Families

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Business Solutions, bookkeeping, payroll, fractional cfo, formation, entity
Fractional CFO tax advisory for small businesses
LLC, S-Corp, C-Corp, Partnership Entity Selections
Payroll services for s-corps in Castle Pines
Bookkeeping for small businesses in Castle Rock
Forming an LLC, Electing S-Corp, C-Corporation
We work with Entrepreneurs, Educators, Healthcare, Military, Small Business Owners

Military Veterans & First Responders

Tax Preparer for Solopreneurs in Castle Rock, CO

Doctors & Healthcare Professionals

Tax Preparation for Military Veterans in Highlands Ranch, CO

Educators

Tax Preparation for Small Business Owners in Castle Pines, CO

Solopreneurs Looking to Outsource

Tax Preparer for Entrepreneurs in Parker, CO

Small Business Owners

Tax Preparer for Educators in Aurora, CO

Prospective Entrepreneurs

Improve My Financial Situation

Those Serious About Improving Their Financial Situation

Tax Preparer for Healthcare Professionals in Lone Tree, CO

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)

Our goal is to provide value that exceeds the price you pay!

Start making your taxes more SIMPOLFIED today!

A Simple, Tiered Approach to Pricing

SIMPOLFIED 1040 Tax Preparation is our trusted, streamlined solution for individuals with straightforward tax needs.

This service is ideal for clients who want efficient, no-fuss filing support—without sacrificing the expertise of a seasoned tax professional.

We make tax time simple. Let us handle the details so you can confidently move on with your year, knowing your return was filed by a firm that’s got your back.

SIMPOLFIED Fast 1040

For clients with straightforward returns who desire the expertise of a tax professional at a flat price.

Pricing: $425

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 and small businesses. Price will increase based on complexity.

Pricing: Starts at $695 (typically $695 - $1,000)

SIMPOLFIED Student

Designed for students and dependents age 24 or younger with uncomplicated tax needs and a connection to a parent’s return.

Pricing: Starts at $250 (typically $250 - $400)

We Proudly Offer Discounts For: Military Veterans, First Responders, Healthcare Professionals, Educators, and U.S. Citizens Age 65+

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