Individual Services
When you work with Brett R. Smith and Company, LLC, a Boulder CPA firm, you can rest assured knowing that we have the skills and experience to address your individual financial needs. Whether you need help with tax preparation, tax planning, IRS problem resolution, estates and trusts or financial planning, we can help.
Working as a CPA and Certified Financial Planner (CFP) for over twenty years, and having earned his Master of Tax and MBA, Brett has an in-depth knowledge of the tax code in a way few advisors/CPAs understand. He has the education, credentials and experience it takes to understand the complex technicalities and theories of business, tax and investments.
Our services for individuals include:
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- Income tax preparation - individual, multi-state
- Tax planning
- Tax estimates
- Estate planning
- Alternative minimum tax planning
- Trusts and gifts
- IRS audit help
- Electronic tax filing
- College savings plans
- Rental properties
- Small business/schedule C
- Capital gains/loss issues
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Call us today at 303-604-0505 and ask for Brett Smith to discuss your specific needs.
For more information, please click here and a representative will contact you.
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