At T. S. Allen & Associates, tax season isn’t a once-a-year scramble—it’s a year-round plan.
We help small and midsize business owners reduce taxes, improve cash flow, and make smarter decisions with proactive, compliant strategies.
Serving clients in Colorado, New Mexico, Wyoming, and beyond · Virtual firm for busy owners
THE CASE FOR PLANNING
Why Tax Strategy Matters
A well-designed plan helps you:
Minimize current and future tax burden
Capture overlooked deductions and credits
Time income and expenses for optimal benefits
Avoid penalties and surprise tax bills
Support long-term wealth building
What we do for business owners
Analyze your business and personal financial picture
Design tailored strategies — entity structure, compensation, retirement plans, accountable plan, IRS and state credits
Monitor tax-law changes and update your plan
Coordinate with your financial plan for maximum after-tax results
Advise year-round, not just in April
HOW IT WORKS
Our Process
01
Discovery &
Analysis
We review your returns, books, and goals to spot opportunities others miss.
02
Custom Strategy Design
We prioritize actions to legally reduce taxes and align with your goals.
03
Ongoing
Monitoring
We adjust as your business evolves and tax laws change throughout the year.
04
Clear
Communication
Straightforward guidance and step-by-step next actions — no jargon, no surprises.
THE OUTCOME
Results You Can Expect
A plan that's more than a one-time fix
Sustained tax savings year after year
Greater confidence in financial decisions
Sustained tax savings year after year
Greater confidence in financial decisions
COMMON QUESTIONS
Frequently Asked Questions
What's the difference between tax planning and tax preparation?
Planning is year-round strategy to reduce taxes. Preparation is filing last year's returns. We offer both services.
When should I start tax planning?
Now. The biggest savings come from decisions made during the year, not at filing time. Bear in mind it can take 30–60 days to fully onboard before we can begin planning — so don't wait.
Do I need an S-Corp for tax savings?
It varies — some clients see thousands to six figures depending on their situation and actions taken.
How much can proactive planning save?
We specialize in dental practices, insurance agencies, consultants, contractors, automotive businesses, technology companies, and other service-based businesses.
How do I get started?
Complete the Tax Strategy Assessment below (takes 2 minutes). We'll follow up by email to schedule a conversation.