50 Reasons to Call
You know, although your return may have been taken care of, tax planning is really a year-long job. I like to keep myself up to date on life changes that may affect your taxes. These changes may impact your preparedness for next year's return. Call now and avoid last minute catastrophes.
- Added someone to title on your home
- Adopted a child
- Begain mutual fund investing
- Begame disabled
- Began using a car for business
- Bought a house
- Bought a rental
- Cashed an IRA
- Cashed in EE Bonds
- Changed jobs
- Changed your address
- Collected unemployment
- Exercised a stock option
- Got a big raise or bonus
- Got married or divorced
- Got your child a job
- Had a child
- Helped the kids buy a house
- Inherited an IRA or pension
- Inherited money
- Let a friend move into a rental
- Let spouse use the busines car
- Opened an account for a child
- Opened a retirement account
- Paid alimony
- Reached age 59
- Reached age 70
- Received a director's fee
- Received alimony
- Refinanced your home
- Remodeled a rental
- Remodeled your home
- Retired
- Sent your child to college
- Served as a paid executor
- Sold a rental
- Sold stock or securities
- Sold your business car
- Sold your house
- Staraedt receiving social security
- Started a living trust
- Started collecting a pension
- Started renting out your home
- Started telecommuting
- Thinking of starting a business
- Won a lawsuit
- Won a prize
- Won big at the track or casino
- Won the lottery
- Got confused and needed someone to talk with
Taxworks
Serving Boulder, Denver Metro and the Colorado Front Range
Taxworks is centrally located at Suite 103, 1823 Folsom St. Boulder, Colorado (between Pearl and Canyon). We take great pride in the professionalism, responsiveness and high quality of work we provide our many clients. We serve more than the local community and whether your business is located in Denver, Broomfield, Longmount, or Louisville we can assist you in solving your problems and meeting your goals.
Alan Bates, EA (Enrolled Agent)
A resident of Boulder, Alan is a degreed accountant and QuickBooks Pro Professional Advisor who has been representing taxpayers for over 20 years. Having worked at a large International Public Accounting firm and as an Accounting Manager and Controller for several Fortune 500 companies, Alan struck out on his own in 1993 and prior to joining Taxworks, successfully operated his own Public Accounting Practice in the South East Metro Denver area. Currently, Alan specializes in Corporate entities, accounting and bookkeeping compliance, payroll activities, and of course taxpayer representation.
Whether your needs demand representation at the highest level of Administrative Appeals, preparation of any type of Income Tax Return, negotiations with the taxing authorities, or help with your accounting and payroll issues, Alan is well equipped and experienced enough to help you straighten out your internal reporting needs and successfully bring you into compliance with the State and Federal authorities.
Anthony Adley CA
A resident of Boulder, Tony is a Chartered Accountant who received his training at Price Waterhouse Coopers and subsequently worked and gained many years experience as Chief Financial Officer for large public and family-owned businesses. He has also owned and operated a successful publishing business.
Tony specializes in providing accounting, forecasting, financial planning and advisory services to small and medium sized businesses.
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