Tax Preparation and Planning

We believe your financial life is best managed when all of the various elements are pulled together and considered as part of the whole. After all, a decision made in one area may have an impact on multiple other aspects of your financial picture. In our experience, consequences of actions that haven’t been carefully considered are reflected most in your personal tax situation. As part of our comprehensive approach to financial planning, we offer tax preparation and tax planning or strategy services.

Our tax preparation services are provided by Enrolled Agents (EA). EAs are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. In addition to meeting IRS standards, members of the National Association of Enrolled Agents must acquire 30 hours of continuing education each year on taxation in addition to the 24 hours required by the IRS each year. Thus, we believe Enrolled Agents are specially qualified to offer the best advice and representation to tax-filing Americans.

The terms tax planning and tax preparation are often used interchangeably, even though they are quite different in terms of approach. Tax preparation is generally reactive, as it is focused on the consequences of actions that occurred in the prior year. In contrast, tax planning requires a proactive approach and takes a long-term view several years into the future in an effort to uncover strategies and opportunities that can impact future tax liabilities. Proper tax preparation is critical, but the advisors at Wisdom Wealth Strategies believe that the best results are achieved when proactive tax planning is also a well-managed part of your financial planning process. By understanding the “big picture” of your personal financial situation in tandem with the specifics of your personal tax position, we can devise strategies to help you minimize your tax burden in both the short-term and long term.


For more information , reach out to us at 720-314-8009 or


  • 1040 income tax returns
  • 1041 estate and trust returns
  • Rental property and depreciation
  • Individual business owners
  • FBAR foreign bank filing
  • Assistance setting up retirement plans
  • Multiple states and part-year residents
  • Stock options and employee benefit tax issues
  • Amended returns

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