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Tax and accounting services for small and midsize businesses

Accounting & Tax Services
for Small & Midsize Businesses

Consultants, Marketing, Software & IT, and other growing businesses

CPA-led • Encrypted Portal • Virtual & Secure • Serving CO • NM • WY

Tax Planning & Advisory Services for Small & Midsize Businesses

Avoid costly surprises and take control of your bottom line with year-round, proactive tax planning.

At T. S. Allen & Associates, our monthly packages include scheduled strategy meetings, forecasting, and implementation—so you’re planning, not just filing.

Serving Colorado, New Mexico, Wyoming, and beyond.

Why Proactive Tax Planning Matters

  • Legally lower your tax burden

  • Time income/expenses for optimal savings

  • Capture overlooked deductions/credits

  • Align taxes with your cash flow and goals

What’s Included

  • Twice-per-year tax strategy sessions

  • Entity and compensation strategy (e.g., S-Corp, reasonable comp)

  • Retirement plan design and funding strategies

  • Accountable plan, home-office, and fringe-benefit optimization

  • Estimated tax planning and safe-harbor calculations

  • Coordination with bookkeeping and payroll

​Our Process

Discover & Analyze → Design Your Strategy → Implement & Monitor → Adjust as Laws & Business Change

Results You Can Expect

A year-round roadmap to sustained savings, improved cash flow, and fewer April headaches.

FAQ:
When should I start tax planning?  Now - savings come from in-year decisions, not after year-end.
Do I need an S-Corp to save taxes?  It depends on profit and payroll mix; we'll run the numbers before recommending.
How much can proactive planning save?  Varies by situation - some clients see thousands to six figures.
How do I get started? Complete the Business Entity & Compensation Assessment. We'll follow up by email.

Tax Preparation Services for Individuals & Businesses

Accurate, timely returns—backed by technology and experience.

 

Our technology-forward firm delivers a seamless, secure client experience whether you’re an individual or a business owner. With 15+ years of expertise, we prepare returns for: Individuals & sole proprietors, Partnerships & multi-member LLCs, S-Corps & C-Corps, and multi-entity structures.

 

We don’t just file—we understand your situation, apply the latest tax laws, and prepare every return with strategy and precision.

What’s Included

  • Secure digital intake and e-signature

  • Year-end organizer and document checklist

  • Multi-state, rental, K-1, equity comp, and investment reporting

  • Business returns (1120S, 1065, 1120) + owners’ 1040 coordination

  • Accuracy review and e-file confirmations

  • Post-filing support and notice response guidance

Add-Ons & Integrations

  • Catch-up bookkeeping and year-end close

  • Estimated tax vouchers and payment scheduling

  • Reasonable compensation analysis for S-Corp owners

  • Retirement plan contributions and HSA optimization

​FAQ:

Can you file in multiple states? Yes.
Do you handle complex returns? Yes—K-1s, equity comp, rentals, trusts.
Can you work virtually? 100%. We serve clients across the U.S.
What about notices? We advise on next steps and representation options.
How do I get started? Complete the Business Entity & Compensation Assessment. We'll follow up by email.

Bookkeeping Services That Power Your Entire Financial Picture

Accurate bookkeeping is the foundation of effective tax planning—without clean books, smart strategy isn’t possible.

 

At T. S. Allen & Associates, we bring your financial systems together so everything works in sync: bookkeeping, payroll, fixed assets, monthly financials, strategic tax planning, and business + personal tax prep.

What’s Included

  • Monthly categorization and reconciliations (banks, cards, loans)

  • Fixed-asset tracking and depreciation

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)

  • Close checklist and review; audit/tax prep package

  • Coordination with payroll and tax team

Outcomes

  • ​​​​​​Clean, timely books that support smarter decisions

  • Fewer surprises at tax time

  • Better cash-flow visibility and margin tracking
     

When your books are out of sync, so is your strategy— and that can cost you. Let’s fix the books and unlock better decisions.
 

FAQ:

Can you take over mid-year? Yes—We clean up YTD and migrate smoothly.
Do you work with my payroll platform? Yes, or we can run payroll for you.
Do you support multi-entity setups? Absolutely—We consolidate and coordinate with tax prep.
How do I get started? Complete the Business Entity & Compensation Assessment. We'll follow up by email.

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