Services we Offer

Tax Services

We offer tax return preparation and planning for the following entities:

  1. Individual 1040 returns
  2. Corporation 1120 returns
  3. S-Corporation 1020 returns
  4. Partnership 1065 returns
  5. Fiduciary, Trust, Estate 1041 returns
  6. Gift tax returns
  7. Prepare your 1099s
Payroll Services
  1. Prepare your payroll checks
  2. Direct deposit available
  3. Pay your payroll taxes
  4. Complete and file your payroll reports
  5. Prepare and file your W-2s and 1099s
Bookkeeping Services for Individuals and Businesses
  1. Pay your bills
  2. Enter your deposits
  3. Banking
  4. Enter your data
  5. Complete your books through a financial statement

(Currently we are not accepting any new Bookkeeping clients, however, this is subject to change)

QuickBooks Assistance & Services
  1. Data file cleanup
  2. Implementation and set up of new QuickBooks, including set up of specific
  3. Features customized to your business
  4. Training of staff and owners
  5. Monthly and quarterly QuickBooks reviews, including necessary
  6. Adjustments
CFO Services

Outsourced accountability for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

Management Advisory Services

Review of accounting system, financials, internal control, management issues, test your marketing, etc.


Management Advisory Services

One of the biggest challenges for small business owners is that they struggle with understanding and juggling all the aspects of business ownership. Contractors know how to build a house, hammer nails and change the blueprints. But how do they manage the money? How do they get a bank loan? What about handling their employees? And, there are so many more questions that cause business owners to lose sleep.

I could not build a house and my little projects around the house are just little projects.
However, I have extensive experience in business management. I came up through industry, not checking off numbers in some accounting firm. I have supervised inventory, production, marketing, data processing, accounting and all the other areas a business needs managed.

Whether you need an acting CEO, CFO or General Manager, I can assist, bring a team together or lead you in the right direction.

QuickBooks Services

Some people and small businesses have the knack for managing their own books. And, others, even with training, just can’t do bookkeeping on QuickBooks or any other accounting software. QuickBooks is as easy as it gets, but it still needs to be set up correctly, and then used correctly. I have been a QuickBooks Pro Advisor since 1995, and in the past, have produced QuickBooks Training Seminars with up to ten participants in a small class environment. The concept of these classes is good, but typically, like many classes, the students cannot retain enough information to be proficient. There are many reasons for this: some students simply cannot grasp accounting, most find their retention fades as the “day of learning” wears on, and the information can be somewhat overwhelming.

One-on-one training sessions cost about the same and information is delivered on an as needed basis. The students learn best when they can apply the information immediately to an existing problem. The training is done at the students pace. You learn what applies to you, not what applies to 9 other people. This learning method has been extremely well received by my clients and students and they actually retain more of what they learn. The cost is about the same for individualized training and the classes.

When your books are set up right and used correctly, the information available at the touch of a button is powerful for keeping your business on the track to success. We can make job costing, tracking orders and invoices, accounts receivable and payable, forecasting, inventory management, budgeting, and so much more, very easy for you.

Payroll Processing

Not understanding payroll can cost you big money. By simply missing a deadline, or not understanding the process, you will incur a 15% penalty before you know it. IRS is not forgiving on payroll mistakes. Add to that all the other agencies as well: State withholding and unemployment, City withholding and Occupational Tax, Federal Unemployment, and don’t forget garnishments. All have a schedule to follow. Some require filing on line, quarterly, annually and on and on.

We don’t recommend that you even attempt to do your own payroll unless you are really motivated and willing to learn the rules. Of course, you then need to apply the rules and regulations with skill, accuracy and consistency.

A recent business owner who became a client, received a letter from the Internal Revenue Service saying the company never sent W-2’s to the Social Security Administration, and now IRS is imposing a $4,000 penalty for not having done this. NOW WHAT?!…CALL PRO-Tax. We are Enrolled Agents with the IRS. This means that we can negotiate on your behalf and represent you in dealing with IRS issues. We often reduce or eliminate our clients’ liabilities.

Tax Organizers

Contact us to secure a private login ID for a tax organizer that fits your specific situation. Then, when we meet, we can be most efficient and cost effective in addressing your accounting, bookkeeping, financial management, and tax needs.


The IRS is the U.S. government agency responsible for tax collection and tax law enforcement.

State tax information and assistance including forms, current tax rates, statutes, sales tax licensing, and related statistics and reports.

The Colorado Small Business Development Center (SBDC) Network is dedicated to helping small businesses throughout Colorado achieve their goals by providing Free confidential counseling and various training programs.

Colorado’s Enterprise Zone program provides tax incentives to encourage businesses to locate and expand in designated economically distressed areas of the state.

Every day, we work hard to preserve Colorado’s natural beauty, safeguard our precious water, protect consumers from fraud and prosecute criminals who prey upon our citizens.