CPA & Tax Services — Fort Collins, CO
We do your books and your taxes. Planning is what changes the price.
Every package includes your books and your taxes. What changes is how much planning and CPA time you get.
Every client starts with a free 15-minute call with a CPA. Packages are listed below, from $249/month.
What you're paying for
An accountant who already knows your numbers.
Accurate books every month
We reconcile your accounts, categorize transactions, and keep your books clean so your numbers are always ready.
Business and personal tax returns
Your S-Corp and personal 1040 are prepared together. No handoffs between firms, no missed deductions.
Quarterly tax estimates
We calculate what you owe each quarter so you're never caught off guard at year-end.
A CPA who knows your numbers
You work directly with Jim — a licensed CPA who specializes in S-Corps and small business tax strategy.
How it works
Pick how much planning you want. We handle the books and taxes.
Getting set up takes a short call. We ask about your business, suggest a package, and walk you through connecting your accounts. Most clients are up and running in a week.
Step one
Pick a package
Every package includes your books and your taxes. Foundation, Growth, and Partner differ in how much strategy and CPA time you get. Account limits go up as you go up.
Not sure? Book a free 15-minute call and we'll suggest one.
Step two
Connect your accounts
Securely connect your business bank and card accounts in LedgerHQ. Statements arrive automatically, and we send a short question when a transaction needs context.
If your books need catching up first, we quote that before monthly service begins.
Step three
We do the monthly work
We prepare your returns at year-end and handle your S-Corp strategy throughout the year. Your documents are in the portal whenever you need them.
No chasing you for information. We ask one question at a time, when we need it.
Step four
Meet with your CPA
Before each meeting we review your latest numbers and tax projection. In the meeting we go through what changed and what decisions are coming up.
Meeting frequency is the main difference between packages.
Who I work with
Based in Fort Collins. Working with small business owners across the US.
S-Corp owners
You elected S-Corp status to save on self-employment tax. We make sure the strategy actually works — reasonable salary, distributions, and quarterly estimates dialed in.
Sole proprietors growing fast
You're profitable enough that the S-Corp question is real. We run the numbers and help you decide when — and whether — to make the switch.
Small business owners who want one firm
Business and personal taxes handled together. No handoffs, no gaps, no surprises at year-end.
Owners who've outgrown their last CPA
You need more than a return preparer. You want someone who knows your numbers and can talk through decisions before you make them.
Remote-first clients across the US
Everything runs through the client portal — documents, messages, tax returns. You don't need to be in Fort Collins to work with us.
What clients say
10 reviews · ★★★★★ average
Katie Hoover
This company has done a great job for many years preparing my taxes and were of great assistance when my husband passed away. They have always given me helpful suggestions to reduce my taxes. I highly recommend Accuratax.
Barry Gustafson
10 plus years of great service
Maurice Hall
Fair pricing, quick accurate service, and responsive to questions and concerns.
Jeffrey Durham
Todd was great. Very professional. always had time for me and treated me with the utmost respect. Looking forward to working with you Jim!
Darold Klein
Todd is Great to work with. My kind of Guy!!
Scott Starkson
Todd has been a blessing for many years for my personal and business taxes. Knowledgeable and very personable with a genuine care for his clientele
Start with a free 15-minute call.