Integrated Tax Strategies for High-Net-Worth Families and Successful Entrepreneurs

Tired of only hearing from your CPA once a year?

Polzin Integrated Tax helps with tax preparation and tax strategy in Parker, Colorado.
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Important Tax Alerts from Polzin Tax

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.

Reserve Your Spot

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 strategist Enrolled Agent in Parker CO Brett Polzin

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)

SIMPOLFIED 1040 Options

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

TAXSCULPT OPTIONS
Tax preparation and planning options for clients in Colorado

Want more details about our pricing?

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Ready to make taxes feel predictable again?

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Tax Preparation and Planning for High-Net-Worth Families in Colorado

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Business Solutions, bookkeeping, payroll, fractional cfo, formation, entity in Castle Rock, Colorado
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
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We work with Entrepreneurs, Educators, Healthcare, Military, Small Business Owners in Colorado

Military Veterans & First Responders

Tax Preparer for Solopreneurs in Castle Rock, CO

Doctors, Dentists & 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

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Those Serious About Improving Their Financial Situation

Tax Preparer for Healthcare Professionals in Lone Tree, CO

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