Consulting and Advisory Services

Expert Tax Consulting and Business Advisory for Colorado Springs

Comprehensive consulting solutions for individuals and businesses with general tax questions, business advisory, and specialized IRS notice responses.

4.9
Google Rating
$250
Hourly Rate
72
Response Time

General Tax Advisory

Expert guidance on complex tax questions for individuals and businesses. Our CPAs provide strategic advice on tax planning, deductions, compliance requirements, and optimization strategies tailored to your specific situation.

Business Consultation

Comprehensive business advisory services including entity structure evaluation, financial planning guidance, and strategic tax planning. We help Colorado Springs businesses make informed decisions for growth and compliance.

IRS Notice Response

Professional assistance with IRS and state tax notices. Our experienced team analyzes correspondence, develops response strategies, and communicates with tax authorities on your behalf to resolve issues efficiently.

TRANSPARENT PRICING

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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I

IRS NOTICE RESPONSE

Starting at $125

Professional response to IRS or state notices including analysis, strategy development, and official correspondence on your behalf.

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💡 Client Benefit

Existing tax preparation clients receive priority scheduling and expedited response times for all consulting services!

OUR PROCESS

1

Initial Assessment

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

2

Research & Analysis

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

3

Strategic Consultation

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

4

Follow-up Support

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

WHAT'S INCLUDED

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
  • Cash flow analysis
  • Growth strategy planning
  • Succession planning advice
  • Risk management strategies
  • Compliance requirements review
  • Professional referrals

SERVICE TYPES

TAX

Tax Advisory

Comprehensive tax consultation covering individual and business tax planning, compliance questions, and strategic optimization for Colorado Springs taxpayers.

BIZ

Business Advisory

Strategic business consultation including entity formation, financial planning, growth strategies, and operational guidance for small and medium businesses.

IRS

Notice Response

Professional IRS and state notice response services including analysis, correspondence, and resolution strategies to protect your interests.

Ready to Get Expert Tax and Business Guidance?Ready for Expert Tax Guidance?

Join Colorado Springs individuals and businesses who trust Lockhart & Powell for strategic tax and business consultation.Join those who trust us for strategic tax consultation.

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