Individual Tax Preparation

Making Tax Season Simple for Colorado Springs Families

Professional 1040 preparation with transparent pricing, maximum refunds, and year-round support from experienced CPAs.

4.9
Google Rating
35+
Years Operating
950+
Annual Returns

Comprehensive Filing

We prepare your personal tax returns using advanced, industry-leading tax software to ensure accuracy and efficiency. Every return includes federal and one state filing, with 8 basic tax forms included in our base price.

Maximum Refunds

Our experienced CPAs work diligently to identify every deduction and credit you qualify for. We take the time to understand your unique financial situation to ensure you receive the maximum refund allowed by law.

Year-Round Support

Our commitment to you doesn't end on April 15th. We provide year-round support for any tax questions, IRS notices, or planning needs. When you work with us, you gain a trusted partner for all your tax needs.

TRANSPARENT PRICING

I

INDIVIDUAL RETURN

$500

Starting fee for standalone tax return. Includes federal return, one state return, and 8 basic tax forms. E-filing and direct deposit setup included.

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F

FAMILY MEMBER

$250

Discounted rate for children and students when parents file with us. Includes education credit optimization and dependent benefit maximization.

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Additional Services

Schedule C, E, or F Starting at $150
Additional State Return $125 each
1099 Composite $100 each
K-1 Form $100 each
Client Meeting (30 min) $75
Extra Basic Forms (9+) $50 each

OUR PROCESS

1

Initial Consultation

We begin with a complimentary consultation to understand your tax situation and gather necessary information about your filing needs.

2

Document Collection

Submit your tax documents through our secure client portal. We'll provide a comprehensive checklist to ensure nothing is missed.

3

Expert Preparation

Our CPAs prepare your return with meticulous attention to detail, maximizing deductions while ensuring complete accuracy.

4

Review & Filing

We review your completed return together, answer any questions, and file electronically with your approval.

WHAT'S INCLUDED

Basic Tax Forms (8 Included)

  • W-2 Wage Statements
  • 1099-R Retirement Distributions
  • SSA-1099 Social Security Benefits
  • 1099-INT Interest Income
  • 1099-DIV Dividend Income
  • 1098 Mortgage Interest
  • 1098-E Student Loan Interest
  • 1098-T Tuition Statement

Professional Services

  • Thorough document review
  • Deduction maximization
  • Electronic filing (e-file)
  • Direct deposit setup
  • Federal and state return preparation
  • Expert level tax return review
  • Secure document portal
  • Exceptional customer service

Ready to Experience Tax Preparation with Excellence?Ready for Stress-Free Tax Season?

Join hundreds of Colorado Springs residents who trust Lockhart & Powell with their tax preparation needs.Join hundreds who trust us with their taxes.

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