Blog

Now Scheduling Tax and Financial Planning Appointments

As the seasons change and tax filing deadlines wind down, we turn our attention to year-end tax and financial planning. We now offer fully coordinated tax planning strategies with individual financial planning and investment management through Flatiron Wealth Advisors, a fee-only registered investment advisor firm. Now is the time to schedule time to review your […]

Use Disaster Funds as Intended to Ensure Continued Eligibility

January 12, 2022 News Release DENVER – State and federal disaster assistance is bringing needed financial help to homeowners, renters and business owners who suffered damage or loss as a result of the Marshall Fire. Emergency management officials encourage those who have applied for assistance and received assistance to use disaster funds for their intended […]

SBA to Open Business Recovery Center in Lafayette

SBA to Open Business Recovery Center in Lafayette to Help Businesses Impacted by Wildfires and Straight-Line Winds SACRAMENTO, Calif. – The U.S. Small Business Administration and the Colorado Small Business Development Center today announced the opening of an SBA Business Recovery Center in Lafayette on Thursday, Jan. 6, 2022, to provide a wide range of […]

2021 Business Organizers Now Available

We have the business organizers available for clients who have entity returns that must be filed. Entity returns are any business taxed as an S-corporation, C-corporation or partnership. These checklists and questionnaires are required for each entity and we cannot start work without it. All packets are available as PDF files you can download, or […]

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