Individual filers
Individual tax prep in Longmont, CO
Personal returns prepared and e-filed, without CPA firm markup.
How it works
How the appointment works
We prepare and e-file your personal tax return from start to finish, then go through it together to flag deductions you might otherwise miss. It's a single, focused appointment: bring your documents, and you leave with a completed, filed return, not a stack of homework. In Longmont, CO, that means one clear conversation instead of guesswork with your taxes.
It works whether your year was a straightforward W-2 job, a mix of freelance and salaried income, or included a big one-off event like a home sale. The appointment covers the return start to finish, so nothing gets left for you to sort out later.
Filing electronically means the IRS confirms receipt right away, and any refund you're owed generally starts moving sooner than it would with a paper return.
This service is built for individual filers rather than businesses; a company return follows its own separate process.
What's included
Everything on the table, before you sit down
No add-ons hiding behind a second call. Here is exactly what one appointment covers, so you can judge whether it fits your year before you ever pick up the phone.
Business returns, monthly books and quarterly estimates are separate services, linked further down this page.
- PreparationYour personal return, prepared start to finish from the documents you bring.
- E-filingSubmitted electronically, so the IRS confirms receipt right away.
- Deduction reviewWe go through the finished return together and flag deductions you'd otherwise miss.
- One sittingA single focused appointment; you leave with a completed, filed return.
- No firm markupStraightforward pricing, without CPA firm overhead layered on top.
Pricing
What does it cost?
Every return is different, so the final fee depends on the forms your year actually needs, whether that's a simple W-2 filing or one with several schedules attached.
You'll know the figure before anything is filed, not after, and it reflects the scope of your return rather than a flat rate for everyone.
Unsure where your year lands in that range? Ask when you call; the difference comes down to how many moving parts your return has.
Service area
Where do we prepare individual returns?
We prepare personal returns for filers in Longmont, Niwot, and Berthoud.
Whether you're coming from downtown Longmont, out toward Niwot, or over in Berthoud, the appointment itself works the same way. Each town gets the same attention regardless of which slot you choose.
- Longmont
- Niwot
- Berthoud
Hours
The office keeps weekday hours year-round, with an earlier close on Fridays and no weekend appointments.
Reach us
Reach out by phone or email, or book your appointment online anytime.
Other ways we help
If your taxes involve a business, or you'd rather have your books handled every month, these services cover that too. Each one keeps the same straightforward approach: clear pricing, e-filing, and no CPA firm markup.
File your return without the guesswork.
Straightforward books, filed on time, no surprises.
Choose a time that works for you and get your personal return handled before the deadline creeps up.
Book onlinePrefer to talk it through first? Call (720) 555-0142 during office hours and we can help you decide whether one appointment covers your year.