Consulting & Advisory

Expert tax consulting and business advisory for Colorado Springs.

Comprehensive consulting solutions for individuals and businesses with general tax questions and strategic business advisory.

General Tax Advisory

Expert guidance on complex tax questions for individuals and businesses. Strategic advice on tax planning, deductions, and compliance tailored to your situation.

Business Consultation

Comprehensive business advisory including entity structure evaluation, financial planning, and strategic tax planning for Colorado Springs businesses.

Transparent Pricing

Hourly consulting, no surprises.

P

In-Person Consultation

$250
per hour

In-office consultation in Colorado Springs for tax and business advisory needs. Hourly rate applies to comprehensive discussion and strategic planning sessions.

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E

Email Consultation

$250
per hour

Professional email responses to tax and business questions outside of your tax preparation engagement. Detailed written analysis and recommendations.

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T

Phone Consultation

$250
per hour

Direct phone consultation for immediate tax and business advisory needs. Hourly rate applies to comprehensive discussion and strategic planning sessions.

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Our Process

A clear path to answers.

  1. 01
    Step 1

    Initial Assessment

    We begin with a brief assessment of your situation to understand the scope and complexity of your question.

  2. 02
    Step 2

    Research & Analysis

    Our CPAs conduct thorough research of applicable tax laws, regulations, and best practices relevant to your situation.

  3. 03
    Step 3

    Strategic Consultation

    We provide detailed consultation with clear explanations, strategic recommendations, and actionable next steps.

  4. 04
    Step 4

    Follow-up Support

    Ongoing support and clarification as needed to ensure you successfully implement our recommendations.

What's Included

Everything you'd expect — and more.

Tax Advisory Services

  • Individual tax planning consultation
  • Business tax strategy guidance
  • Deduction optimization advice
  • Entity structure evaluation
  • Tax compliance questions
  • Quarterly planning guidance
  • Year-end tax strategies
  • Multi-state tax considerations

Business Advisory Services

  • Business formation guidance
  • Financial planning consultation
  • Growth strategy planning
  • Succession planning advice
  • Risk management strategies
  • Compliance requirements review
  • Professional referrals

Let's talk

Ready to simplify
your finances?

From tax preparation to consulting and business formation, our Colorado Springs CPAs are here to help your business and family thrive.