Tax Preparation for Summit County

I prepare individual (Form 1040) returns including W-2 wage earners, Schedule C self-employment income, rental property income (Schedule E), investment and crypto gains, itemized deductions, and multi-state returns. I do not prepare business entity returns (S-corps, partnerships, C-corps). My focus is on individual taxpayers here in Summit County and the surrounding area.

Fees depend on the complexity of your return. A straightforward W-2 return with standard deduction will cost less than a return with rental properties, crypto transactions, and multi-state filing. I'll give you a clear quote before we start — no surprises. Contact me with the basics of your situation and I'll let you know what to expect.

Not at all. While I'm happy to meet in person at my Silverthorne office, most clients work with me virtually. You can upload your documents through a secure portal, and we'll handle everything by phone, email, or video call. You get the same personal attention either way.

At minimum: all W-2s, 1099s (freelance, investment, retirement, etc.), last year's tax return, and a valid ID. If you have rental property, bring income and expense records. For crypto, bring transaction history from your exchanges. I'll send you a complete checklist once we schedule your appointment.

Yes — rental income is one of my specialties. Summit County has a huge vacation rental market with Airbnb, VRBO, and short-term rentals. I handle Schedule E reporting, depreciation, expense deductions, and the nuances of short-term rental tax rules. If you're renting out property in Breckenridge, Keystone, or anywhere in the county, I know the local landscape.

Yes. I prepare returns that include crypto trading, staking, mining, DeFi transactions, and NFTs. I'll help you calculate cost basis, identify taxable events, and report everything correctly. The IRS is increasingly focused on crypto compliance, so getting this right matters.

I handle that too. As an Enrolled Agent who specializes in tax resolution, I can prepare your current-year return and file delinquent returns for prior years. If those unfiled returns result in a balance due, I can also help you resolve the debt through payment plans, penalty abatement, or other IRS programs.

Yes. Unlike seasonal tax prep chains that close after April 15, I'm here year-round. Need to file an extension? Have a question about estimated payments in July? Get a notice from the IRS in October? I'm a phone call away, every month of the year.

Seasonal chains hire temporary staff, many with minimal training, who disappear after tax season. If you get audited or receive an IRS notice in June, good luck reaching anyone. I'm a licensed Enrolled Agent with 15+ years of experience. I prepare your return, I stand behind it, and I'm here year-round if any questions come up.

Yes. I prepare Colorado state returns alongside your federal return. I'm familiar with Colorado-specific credits, deductions, and the nuances of living in a mountain community — including how short-term rental income and remote work situations affect your state tax obligations.