Follow Our Process
to see how we are different than the competition.
Streamlined. Tailored. Efficient.
From personal income taxes and business tax planning and preparation to new business formation and day-to-day bookkeeping tasks, our streamlined approach offers an efficient and easy way for you to plan for the future.
You can be sure of what you need to be doing every step of the way.
What you can expect
Our process helps you and your business hold on to your hard-earned money.
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Get Acquainted
Create
Implement
Verify
Conclude
First we sit down with you to establish an understanding of your situation.
New clients receive a 45 minute pre-tax season review. Existing clients are offered a 20 minute pre-planning review. This is in addition to the two 30-minute tax season consultations (up to a $270 value).
Then we we begin identifying recommendations and possible solutions for your issues.
Next we compile your information and begin to implement those recommendations.
Sometimes we need further clarification to ensure that we achieve the results we are pursuing.
Your final documents will be delivered to your client portal where you will have a chance to review your results. The post-tax return completion meeting is when we begin planning for the years ahead.
Which best describes you?
Next Steps
Get in touch with us today!
(970) TAX-1309
do*@do*****************.com
5313 N. County Rd. 11
Fort Collins, CO 80524
If you are looking for information on Integrated Financial Planning or Investment Advisory Services, please visit Narrow Path Financial.
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