Essential Tax Resources & Tools
Download our comprehensive collection of tax preparation checklists, payment guides, and business resources to simplify your tax planning and filing process.
DOWNLOADABLE RESOURCES
Individual Tax Checklist
Comprehensive checklist for personal tax returns including all necessary documents, income statements, and deduction records.
DOWNLOADBusiness Tax Checklist
Essential documentation guide for business tax preparation including financial statements, expense records, and payroll information.
DOWNLOADSmall Business Tax Deductions
Comprehensive guide to maximizing your business tax savings with detailed list of deductible expenses and record-keeping tips.
DOWNLOADOnline Tax Payment Guide
Step-by-step instructions for making federal and Colorado state tax payments online, including direct links to payment portals.
DOWNLOADQuickBooks Accountant Access
Simple instructions for inviting your accountant to QuickBooks Online for seamless collaboration on bookkeeping and tax preparation.
DOWNLOADHELPFUL LINKS
Federal Resources
Colorado Resources
Business Tools
FREQUENTLY ASKED QUESTIONS
When should I start gathering my tax documents?
+Begin collecting tax documents as soon as you receive them, typically starting in late January. Most forms like W-2s and 1099s arrive by early February. Starting early gives you time to identify any missing documents and ensures a smooth tax preparation process.
What's the difference between standard and itemized deductions?
+The standard deduction is a fixed amount that reduces your taxable income based on your filing status. Itemized deductions allow you to list specific expenses like mortgage interest, state taxes, and charitable donations. We'll help you determine which option provides the greater tax benefit for your situation.
How long should I keep my tax records?
+Generally, keep tax returns and supporting documents for at least three years from the filing date. However, keep records for seven years if you file a claim for worthless securities or bad debt deduction. Records related to property should be kept until the period of limitations expires for the year you dispose of the property.
What are estimated tax payments and who needs to make them?
+Estimated tax payments are quarterly payments made to the IRS and state for income not subject to withholding. Self-employed individuals, business owners, investors, and those with significant non-wage income typically need to make these payments. We can help calculate your estimated payments and set up reminders for due dates.
Need Professional Tax Guidance?Need Tax Help?
Our experienced CPAs are ready to help you navigate complex tax situations and maximize your tax savings.Our CPAs are ready to help with your tax needs.