Individual Services

Individual income tax preparation and budgeting

At Smith & CO PC, a Denver CPA firm, one of the most valuable services we offer our individual clients is comprehensive tax planning and advice. Our tax planning helps you be proactive in minimizing your tax liability and eliminate surprises on your tax return. Our firm keeps up-to-date on all federal, state and local tax law changes so you can rest assured knowing we will help you take advantage of all tax savings.

Many individuals throughout Denver and surrounding communities have relied on our guidance and support to help manage their financial security. We provide timely, confidential, personal service and work to make sure each client develops a clear picture of their personal financial situation.

Our services for individuals include:

  • Income tax preparation- individual, multi-state
  • Tax planning
  • IRS problem resolution and audit assistance
  • Budgeting
  • Personal financial statements
  • Estate planning
  • Trusts and gifts
  • Retirement and wealth accumulation planning
  • College savings programs
  • Financial planning

Contact Us for a FREE Initial Consultation

Send us an e-mail or call us today at 303-290-9724 and ask for Gary W. Smith to discuss your business needs with an experienced Denver CPA.