Tax Planning Services
Nguyen & Associates provides proactive tax planning services for individuals and businesses across the United States. Headquartered in Centennial, CO 80112, with a by-appointment office in Loveland, our CPAs help clients nationwide minimize liabilities, stay compliant, and reduce stress during tax season.
Comprehensive Tax Planning
Anticipating your future tax liability is the best way to minimize it. Our experienced CPAs assess your financial situation and recommend strategies designed to maximize your after-tax income. We also offer a free discovery meeting so you can determine whether this service is right for you.
Tax Preparation
Our team adheres to the highest standards in tax preparation and filing.
We use a two-stage process that combines careful preparation with a thorough review, ensuring accuracy and compliance. Whether you are a small business in Centennial or managing personal taxes across state lines, our CPAs provide peace of mind through precise and compliant filings.
Tax Resolution Services
Tax issues can be stressful and time-consuming.
If you’re facing notices from the IRS or state authorities, our CPAs can help resolve them efficiently. We provide guidance for penalty abatement, back taxes, tax liens, levies, installment agreements, and more.
Tax Season Readiness Checklist
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Gather prior year tax returns
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Collect W-2s, 1099s, and income statements
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Prepare deductible expense receipts
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Organize business financial statements
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Review estimated tax payments
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Confirm retirement contributions
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Document charitable donations
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Check mileage and home office expenses
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List dependent care information
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Note major life events (marriage, relocation, etc.)
Tax Planning Services Reviews
How does leveraging our tax planning services benefit clients?
Read what they have to say about us.
View all of our Google Reviews (4.9) 196+ Reviews
Tax Planning FAQ
How do I know if I’m a good fit for a tax planning engagement?
We’re happy to have a free discovery call with you and analyze the information you provide. Then, we schedule a follow-up conversation to present our findings on estimated tax savings and explain how our tailored services can benefit you. The calls, analysis, and results review are complimentary. We want you to make a well-informed decision about whether to work with us.
What are the fees for tax planning?
Every client’s tax situation is unique, and our fees vary based on the depth of an engagement. However, the savings we help clients achieve typically cover (and often significantly exceed) the cost of our tax planning expertise.
Do I have to submit all my documents electronically or can I provide physical documents?
We collaborate with you in whatever way is easiest for you. If you prefer to provide physical documents, we’re happy to use them.
Get Started
Let’s develop a strategy for maximizing your after-tax income. Contact us today to learn more about our services or schedule a discovery call.