Business Details
Trusted Tax Preparation & Financial Planning in Fort Collins
Our accounting practice is built on personalized service, deep expertise, and a commitment to helping clients achieve their financial goals. With over 25 years of experience in tax consultation and preparation, I work directly with individuals, businesses, and trusts to navigate complex tax scenarios while minimizing liabilities. My background as a Certified Public Accountant and licensed attorney allows me to provide comprehensive financial advice grounded in both technical precision and legal understanding. My team and I prioritize understanding each client's unique circumstances, offering tailored solutions that extend beyond standard tax preparation to include strategic planning and year-round financial guidance. We maintain direct relationships with clients, ensuring clarity and accessibility throughout the process.Our in-house bookkeeping and payroll services further support businesses by streamlining financial operations, reducing errors, and maximizing deductions. Having practiced in both California and Colorado, I bring cross-state expertise to clients with diverse needs. Our approach emphasizes transparency, avoiding the pitfalls of automated services or large preparers who lack personal oversight. We view tax planning as an ongoing conversation, not a one-time transaction, and remain available to clients throughout the year for adjustments or unexpected financial changes. This dedication to personalized service has sustained our practice for decades, fostering long-term relationships built on trust and consistent results.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
Estate Tax Planning
Highlights and features
- We combine 25+ years of CPA experience with legal expertise in tax matters
- Our personalized approach adapts to your unique financial situation
- We maintain direct client relationships without outsourcing or automated systems
- In-house bookkeeping ensures seamless tax preparation and maximum deductions
- Serving clients from individual filers to multi-million dollar industry CEOs
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, and trusts, ensuring compliance while maximizing deductions. Our expertise covers complex scenarios including corporate executives and multi-state filings. With both CPA certification and legal training, we handle intricate tax situations that others may overlook.
Bookkeeping
Our bookkeeping services maintain accurate financial records through monthly, quarterly, or annual cycles. We ensure proper categorization of expenses and income streams to facilitate smooth tax preparation while identifying potential deductions throughout the year.
Tax Planning
We develop strategic tax plans to minimize liabilities by analyzing your financial situation across multiple years. This includes entity structure recommendations, income timing strategies, and identifying applicable credits or deductions for long-term savings.
Payroll Services
Our payroll services manage employee compensation, tax withholdings, and regulatory filings. We ensure compliance with federal and state requirements while integrating payroll data directly with your accounting records for tax accuracy.
Estate Tax Planning
We help clients navigate estate tax implications through strategic planning tools. Our services include analyzing inheritance tax exposure, implementing protective structures, and coordinating with legal professionals to ensure smooth asset transfer while minimizing tax burdens.
People
Gavin I Haswell, CPA, JD
Certified Public Accountant
Gavin I Haswell, CPA, JD is a licensed CPA and attorney with 25+ years of tax expertise. He works directly with clients on individual and corporate tax matters, combining accounting and legal knowledge to provide comprehensive solutions. He graduated from California State University, San Marcos and University of San Diego School of Law.
Anita Norman
Administrative Assistant
Anita Norman manages administrative operations with 38 years of financial industry experience. She handles client communication, appointment scheduling, and document coordination, ensuring smooth workflow between clients and the accounting team.
Patti Haswell
Bookkeeper
Patti Haswell provides bookkeeping and technical support services. With accounting experience since 2008, she manages tax return preparation, financial recordkeeping, and IT maintenance, handling diverse operational needs across the practice.
Questions
What tax services do you offer?
We prepare individual, corporate, partnership, trust, and estate tax returns. Our services also include strategic tax planning to minimize liabilities.
Do you handle complex tax situations?
Yes. With 25+ years of experience, we work with clients from simple W-2 filers to CEOs of multi-million dollar businesses.
What bookkeeping options are available?
We offer monthly, quarterly, or annual bookkeeping and payroll services tailored to your business needs.
How are you different from big tax preparers?
We provide personalized service directly from a CPA and attorney, avoiding automated systems and ensuring expert oversight.
Can you help with tax planning year-round?
Yes. We offer ongoing tax planning to adapt to changing financial circumstances, not just annual return preparation.
