Much more than tax preparation

Get Your Tax Questions Answered When You Have Them

Understand your taxes better with an annual tax strategy session

Tax Planning and projections to help reduce lifetime tax liabilities

Imagine having a tax team that’s available when you need them—no surprise fees, no extra charges. That’s what SIMPOLFIED Priority Access delivers.

Say goodbye to the outdated model of being 'nickeled and dimed' with every call or question.

What’s more, we go beyond tax prep with our mid-year Tax Strategy Sessions, held from May through July. Here’s where we step in early to review your finances—think paystubs, rental income, stock sales, and beyond—to build a customized tax projection. You’ll get a clear look at your annual tax picture months in advance, giving you time to make adjustments if needed. Because April 15 should be predictable, not a day of unwelcome surprises.

With SIMPOLFIED Priority Access, it’s about forward-thinking strategies, full transparency, and a commitment to keeping you in control of your financial future.

All in One Tax Preparer and Tax Planning Program Parker CO

IMPORTANT: With our SIMPOLFIED Priority Access, you’ll enjoy routine, complimentary chats for basic tax questions and one annual tax strategy session. While we’re here to guide you, please understand that this access doesn’t include decision-making consultations where we’d provide specific recommendations.

Certain services may fall outside this scope and could require a separate fee. These include:

Handling IRS or state notices for matters not originally managed by us,
Preparing verification letters for mortgages,
Postage and delivery beyond basic letters,
Financial planning or investment guidance,
Setting up or training for accounting software like QuickBooks,
Annual corporate governance tasks, such as filings and resolutions,
Reviewing legal documents (Operating Agreements, Shareholder Agreements, contracts),
Extensive coordination with attorneys or financial advisors, and
Scenario-based tax planning (e.g., selling rentals or business interests).

If a request goes beyond the SIMPOLFIED Priority Access program, we’ll discuss it with you in advance to ensure transparency and alignment. You’ll never be billed unexpectedly—any additional services will come with an estimate and your approval first. So, ask away! We’ll let you know if a quick check-in might turn into a more detailed conversation.