Individual Tax Returns
Federal and Colorado returns for W-2 earners, retirees and families, including itemized deductions, education credits and dependents.
Starting at$325
What we do
Tax & accounting services
Whether you file a single W-2 or run a 40-person company, you get the same CPA-reviewed accuracy and clear, flat pricing.
Self-Employed & Gig Income
Schedule C, home-office and mileage deductions, quarterly estimated payments and 1099 reconciliation for freelancers and contractors.
Starting at$495
Rental Property Owners
Depreciation schedules, passive-loss tracking and cost-segregation guidance for one to twenty rental units.
Per property+$125
Year-Round Tax Planning
Mid-year projections, withholding check-ups, Roth conversion modeling and equity-compensation planning before the year closes.
Session$275
IRS Letters & Back Taxes
We respond to notices, file unfiled years, negotiate installment agreements and represent you in audits — you never have to talk to the IRS.
Notice review$150
Estates, Trusts & Gifts
Fiduciary returns (1041), gift tax filings and final returns for loved ones, coordinated with your estate attorney.
Starting at$650
Business Tax Returns
S-corp, partnership (1065), C-corp and nonprofit (990) returns, K-1s for owners, plus Colorado sales and use tax filings.
Starting at$1,150
Monthly Bookkeeping
Bank and card reconciliations, categorized transactions and a clean monthly P&L and balance sheet in your inbox by the 15th.
From$295/mo
Payroll & Contractor 1099s
Direct-deposit payroll, quarterly 941 and state filings, W-2s and 1099-NEC preparation for up to 75 employees.
Base + per employee$79 + $8
Entity Formation & S-Corp Elections
Choose the right structure, file your 2553 election, set a reasonable salary and save thousands in self-employment tax.
Flat fee$450
Fractional CFO & Advisory
Cash-flow forecasting, budgets, KPI dashboards and lender-ready financials when you’re hiring, expanding or selling.
From$1,200/mo
Catch-Up & Cleanup Books
Months — or years — behind? We rebuild your books from bank statements so you can file, borrow or sell with confidence.
Per month cleaned$175
Monthly bookkeeping
Clean books, every month. One flat price.
No hourly surprises. Every plan includes a dedicated bookkeeper, CPA review and secure portal access. Cancel any time with 30 days’ notice.
Essentials
Solo owners & side businesses
$295/ month
Up to 100 transactions · 2 accounts
- Monthly bank & card reconciliation
- P&L and balance sheet by the 15th
- Receipt capture via portal
- Year-end 1099 preparation
- Email support, 1-day response
Growth
Established small businesses
$595/ month
Up to 350 transactions · 6 accounts
- Everything in Essentials
- Payroll for up to 15 employees
- Sales tax filings (CO + local)
- Quarterly CPA review call
- Business tax return included
Advisory
Multi-location & scaling teams
$1,250/ month
Unlimited transactions · class tracking
- Everything in Growth
- Accrual-basis & job costing
- 13-week cash-flow forecast
- Monthly CPA strategy meeting
- Owner tax planning included
Behind on your books? Catch-up work is quoted separately at $175 per month cleaned.
Secure client portal
No more emailing tax documents.
Every client gets a private, encrypted portal to upload documents, sign forms electronically, pay invoices and message your CPA — from your phone or desktop.
- 256-bit encryption & two-factor loginYour SSNs and statements never sit in an inbox.
- Personalized document checklistSee exactly what we still need — nothing more.
- E-sign engagement letters & 8879sApprove and file your return without an office visit.
- Direct messaging with your preparerAnswers in one business day, with a full history.
2026 Tax Return — Ellis Household
Assigned preparer: Dana Whitcomb, CPA · Status: Documents in review
W-2s (2 employers)Received
1098 Mortgage InterestReceived
1099-B Brokerage StatementReceived
Childcare provider receiptsNeeded
Form 8879 e-file authorizationSign
Industries we serve
We already speak your industry’s numbers.
Specialized chart-of-accounts setups and deduction checklists for the businesses that make Willow Bend run.
Construction & TradesJob costing, WIP, equipment depreciation
Restaurants & CafésTip reporting, food cost, sales tax
Medical & DentalPractice entities, equipment, retirement plans
Real EstateAgents, investors, property managers
Retail & E-commerceInventory, multi-state sales tax nexus
Creative & Tech FreelancersSchedule C, S-corp elections, estimates
NonprofitsForm 990, fund accounting, grant tracking
Transportation & LogisticsFleet costs, per-diem, fuel tax credits
How it works
From shoebox to filed in four steps.
Free consultation
A 20-minute call or office visit to understand your situation and goals.
Day 1Flat-fee proposal
You receive a written quote and engagement letter — e-sign it in the portal.
Within 48 hoursSecure upload
Follow your personalized checklist and upload documents from any device.
On your scheduleCPA review & file
Every return gets a second-preparer review before we walk you through it and e-file.
Avg. 9 business daysOur team & credentials
Licensed professionals, not seasonal temps.
Our preparers work here all year, complete 40+ hours of continuing education annually and carry full professional liability coverage.
Dana Whitcomb
Managing Partner · 24 yrs
CPAPFS
Marcus Oyelaran
Tax Director · 17 yrs
CPAMST
Priya Sandoval
IRS Representation · 12 yrs
EATax Resolution
Owen Brekke
Bookkeeping Manager · 9 yrs
CBPayroll Cert.
Our office
Visit us on Larkspur Avenue.
Free parking, private meeting rooms and coffee on us. Prefer not to come in? Most clients never need to.
Client reviews
4.9 out of 5 from 310+ clients.
★★★★★
“I was three years behind on filing and terrified of the IRS letters. Priya handled every call, got penalties abated and set up a payment plan I can actually afford.”
Renee T.
Individual client
$8,420 abatedIndividual client
★★★★★
“Marcus moved our landscaping company to an S-corp and cleaned up two years of messy books. Our P&L shows up on the 12th every month now — like clockwork.”
Luis & Carla M.
Landscaping business owners
$11,600/yr savedLandscaping business owners
★★★★★
“Uploaded everything from my phone, signed in the portal, and had my refund in 16 days. Flat fee, no surprise invoice. Best tax season I’ve ever had.”
Kevin A.
Rental property owner
16-day refundRental property owner
FAQ
Questions we hear every tax season.
Don’t see yours? Call (555) 318-2040 — a real person answers, even in March.
Individual returns start at $325 and most households pay $325–$650. Business returns start at $1,150. You’ll get a written flat-fee quote after your free consultation — before any work begins.
Both can represent you before the IRS. CPAs are state-licensed and also handle financial statements and business advisory. Enrolled Agents are federally licensed tax specialists. Our team includes both.
Yes. We file extensions for clients who need more time — but remember an extension gives you more time to file, not more time to pay. We’ll estimate what you owe so you can avoid penalties.
No. Most clients work with us entirely through the secure portal and video calls. In-person appointments are always available if you prefer.
Don’t ignore it and don’t call the IRS yet. Upload a copy to us — our $150 notice review tells you what it means, whether it’s correct and what the response deadline is.
We work with all major cloud accounting and payroll platforms, and we can recommend and set up the right one for your business if you don’t have one yet.
Prep slots fill up by mid-March. Claim yours now.
Free 20-minute consultation · Flat-fee quote within 48 hours.
Book a consultation
Let’s talk about your numbers.
Pick a time that works. Consultations are free, confidential and come with zero pressure.
- (555) 318-2040Call or text · Fax (555) 318-2041
- hello@tallowmerecpa.comReplies within one business day
- 2150 Larkspur Ave, Suite 300Willow Bend, CO 80999 · Free parking
| Mon – Fri | 8:30 AM – 5:30 PM |
| Sat (Jan 15 – Apr 15) | 9:00 AM – 1:00 PM |
| Sunday | Closed |