Services
Tax & Business Advisory
We offer a variety of services to help individuals and businesses save time and money when it comes to their taxes.
Individual Tax
Individual tax returns (Form 1040) are one of our specialties. Whether you are looking to move away from preparing your own return because it is a “necessary evil” each year or your unique tax situation has become more complex than you would have imagined and you are looking for professional tax preparation services, we can help. Our goal is to optimize deductions where applicable so that you maximize tax savings.
Business Tax
Single Member LLC (Schedule C), Partnership (Form 1065), and Corporation (Form 1120 and 1120S) tax returns all fall under the realm of “business tax”. With business taxes we take a consultative approach to not only advise you on your business for tax purposes, but also your individual tax situation as well. Business and individual taxes are very much intertwined, and Camelot Tax & Business Advisors we have significant experience firsthand with this. Our goal is to optimize deductions where applicable so that you maximize tax savings.
Strategic Small Business Advisory
As a business owner you sometimes run into issues that could have an adverse tax or cash-flow impact that you may or may not have been aware of. This is where we come in. Through the experience collectively gained firsthand at Camelot Tax & Business Advisors we can help you make educated tax and business decisions so you may potentially avoid unnecessary future pitfalls. Our goal is to understand where you have been, where you are now, and where you want to be in the future. This translates not only at the business level, but also the individual level (Form 1040). Whether you bring an issue to us or are an existing client, and we bring the issue to you, our goal is always to take a consultative approach in order provide educated business advice so you may make the proper decision for your unique situation.
Start-Up Advisory
At Camelot Tax & Business Advisors we have seen tons of start-ups firsthand. The start-up phase is arguably the most difficult of all the different business lifecycles as there are many kinks to be worked out. We offer several different advisory options for start-ups below that we feel are very beneficial to allow you to focus on what you do best, run your business.
· Entity Formation (LLC, C Corporation, S Corporation)
· Late S Corp Election
· Start-up Business Advisory
· Interim CFO Services
Bookkeeping Services
Whether you are a start-up or a well established and fully operational company, we have the tools to provide you with excellent bookkeeping in order to focus more time and resources on doing what you do best.. Running the business! We can handle it all from start to finish or are able to tailor our services to your specific needs. Contact us below to set up a consultation to discuss pricing.
Finance/Interim CFO Services
As a small business owner the accounting and finance side of things may not be what you like to spend you free time on. This is where we come in. Our experienced advisors have the firsthand experience to jump in and understand your business model to properly advise you on accounting and finance issues that arise. We work on retainer which is tailored to your specific need therefore you can enjoy your free time with the peace of mind knowing we have your back.
About Us
Camelot Tax & Business Advisors are experienced tax and business advisors who have come from various large, nationwide accounting firms. Our goal is to optimize deductions to maximize tax savings. We specialize in Small Business and Individual Tax and feel that our non-traditional accounting firm approach adds immense value. Our advisors are not your traditional “number crunchers” and have a true desire to understand more about your business so that we may add value from a much more in-depth consultative approach. We help you make educated tax and business decisions to avoid future pitfalls.
Below is our 6-step, streamlined approach to tax preparation.
Introductory Call
We set up a call to see if it is a good fit for both parties.
Sign Engagement Agreement
Upon determining that it is a good fit for both parties we will send over an Engagement Agreement for agreed upon services.
Consultation
After the signed Engagement Agreement is returned we will set up a 50 minute Consultation so we can learn more about your unique tax situation.
Provide Tax Documents
Upload the encrypted tax documents so we are able to begin the work.
Tax Return Review
Upon completion of the Tax Return we will set up a 50 minute Tax Return Review to discuss the return and any questions you may have.
File Approved Tax Return
The last step is to approve your tax return and authorize us to electronically file or provide paper file copies to you. Upon acceptance by the taxing agencies we will let you know that you are all squared away!
Pricing
Below is our transparent fee range.
Our fee range encompasses what we consider to be an “average” return. Any additional complexities may add additional fees which will be communicated upon the initial Consultation.
Individual Tax Returns
Ranging From:
$200-$400
Includes a consultation to gain an understanding of your unique tax situation.
Business Tax Returns
Ranging From:
$400-$800
Includes a consultation to gain an understanding of your unique tax situation.
Entity Formation
Not Including State Filing:
$300
Includes a set-up consultation.
Business Advisory
Hourly Rate:
$150
Our goal is always to take a consultative approach in order provide educated business advice so you may make the proper decision for your unique situation.
Tax Planning
Hourly Rate:
$150
Our goal is to understand where you have been, where you are now, and where you want to be in the future.
Find details on how to contact us below.
We’re glad to discuss your situation. So please contact us through any of the methods below and a representative will be in contact with you shortly.
Office address:
Denver, Colorado
Call for help:
662-322-8138
Mail us for information
info@camelottaxadvisors.com