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.
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
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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