Deadline for Tax Planning Appointments is December 15, 2022

If you are still hoping to do any year-end tax planning or projections, time is running short. In order to finish 2022 planning before the holidays, we will stop taking appointments on December 15, 2022. Active tax planning is a critical strategy for tax minimization. Our process begins with a thorough review and understanding of […]

Getting Ready for Year-End 2022 – Business Owners

Yes, it is already almost December and year-end tasks are upon us. It is important to be organized and ready for year-end, so you can get us the information needed early in the new year. The following is a list of things that should be done in November or December to help you get ready. […]

Please Welcome Laura Burrage to Flatiron Advisors!

I am very excited to announce an addition to my team! Laura Burrage, EA will be joining us in December as Tax Manager. Laura Burrage is a seasoned tax accountant and Enrolled Agent with 16 years of experience working closely with individuals and small business owners to meet their taxation needs. For the last six […]

Retirement Plan Tax Strategies for 2022

Many times, the single biggest tax-saving strategy is in the area of retirement plans. The following strategies relate to tax savings using retirement plans such as 401(k) plans, 403(b) plans, and IRAs. Required Minimum Distributions If you were 72 or older in 2021, you must take an RMD during 2022. Those who turn 72 in […]

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 […]

A Reminder to Residents of Boulder County That the Filing and Payment Deadlines are May 16, 2022

If you live in Boulder County, this is a reminder that both the IRS and the State of Colorado have granted additional time to file and pay your 2021 individual income taxes. If you live in Boulder County, you have until May 16, 2022 instead of the normal April 18th date this year. Here are […]

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 […]

Scheduling Tax Work At Flatiron Advisors

We have been working at making changes to how our practice operates starting in 2022. With staffing shortages, the difficulty in finding professional assistance, ever-increasing last-minute tax law changes, and simply the desire to not work 80-hour weeks from January through April, we find it necessary to implement some changes. In a nutshell, we are […]

Important Tax Season Information For Individual Tax Clients

Tax season is upon and that means its time to start watching for a gathering your documents for tax preparation. Here is some information to get the ball rolling this year. TAX DOCUMENTS: We will be sending out tax questionnaires and organizers in the next 1-2 weeks. Please be on the lookout for these. Most […]