Tax Preparation
Do you need guidance on what tax form you need to file or what documents are needed?
OUR SERVICES
Personal and Business resources
If you do not see a service listed, reach out and let us know what you're looking for.
Bookkeeping
As a business owner you have a company to run, we are here to support you by handling the numbers so you can focus on running the business.
Business Incorporation
Starting a new business venture? Work with our TaxBox team to set you up correctly including EIN, Secretary of State, Payroll...etc
IRS notice review
Bring an IRS notice or tax question and get help understanding the issue and possible next steps.
Payroll
We have partnered with some of the most powerful payroll systems in the market. We'll help you set up and run payroll.
ITIN services
This includes filling a W-7 and helping you file taxes to stay compliant.
TAXBOXA successful tax season starts with youTax preparation · Small business help · Tax education
ABOUT US
TaxBox
A Colorado owned and operated company. We believe in giving back to our community by bringing as much value and education to every business owner as possible through our services. Following professional protocols to ensure our clients are receiving the quality they deserve while assuring a sense of transparency and care. As a small, local business ourselves, we feel a strong connection with each client and bring a more personable touch vs treating you like another client in and out of the door in some large corporate or franchise models. We are fully remote capable and independent, don't worry, we have plenty of tools available to connect with you. Supporting our community is always top of the list, so take advantage of a few perks we created for you; special rates for Veterans/Uniformed Personnel, and first time business owners.
Contact UsWHO WE HELP
Support customized for your needs.
From simple questions on how to fill out a W4 to more involved tax research, we are here to help you.
Individuals & Families
Schedule with a tax pro to ensure the correct filing status and you are receiving the proper tax benefits.
Gig Workers
We can help you catch up on your financial records, reporting, sorting documents and more.
Small Business Owners
We can file your business tax return, set up bookkeeping, payroll, benefits and more.
HOW IT WORKS
Three simple steps to get started.
01
Book or contact us
Choose an available appointment or email us to explore other services.
02
Share your story
Tell us what you need help with and bring the documents or notice you have.
03
Make a plan
We’ll review the details with you and explain the next step for your tax work.
TAX PREPARATION COURSE
Interested in learning tax preparation?
Explore our self-study courses where you will learn about ethics, IRS guidelines, what tax documents are and how to prepare a return.
Explore the course →LEARN AT YOUR PACEFrom tax basics to the filing process.All courses are online, self-paced.
FREQUENTLY ASKED QUESTIONS
What should I have ready for tax preparation?
Start with a photo ID, income forms such as W-2s or 1099s, your prior return if available, and records for deductions or business expenses that may apply. Contact us if you are unsure what to bring.
Do you help small businesses and self-employed clients?
Yes. The current services include business tax preparation, bookkeeping, and business formation. Email us with a short description of your business and what you need.
Can you help me understand an IRS notice?
Yes. Send us a brief description of the notice so we can discuss the next step. Keep the original notice and its deadline handy.
How do I book an appointment?
Use any “Book personal tax preparation” button to open the personal tax preparation booking page. For business services or general questions, call or email us.
How is tax preparation priced?
The cost depends on the work involved. Contact us with the details of your return or business needs to ask about pricing before you begin.
Is the tax course the same as a tax appointment?
No. The tax course is an online, self-study learning option for $350 one-time. A tax appointment is for help with your own taxes.
BOOK YOUR FINANCIAL SERVICES
Select an appointment day/time
If the calendar does not appear, open booking in a new page.
READY TO GET STARTED?
Contact Us
We appreciate your business and are looking forward to hearing from you.
TaxBoxFinancial Solutions for EveryoneCommunity. Culture. Confidence.