Broker Check

1227 Grand Avenue
Glenwood Springs, CO 81601

LinkedIn

(970) 945-9156

 

Products & Services

We provide products and services in the following areas:

Tax Compliance

  • Business Tax Preparation
  • Estate and Gift Tax Preparation
  • Home Owner Association Tax Preparation
  • Individual Tax Preparation
  • Multi-State Taxation
  • Not for Profit Tax Preparation
  • Payroll Tax
  • Sales Tax
  • Trust Tax Preparation

Consulting

  • Business Intelligence & Strategic Planning
  • Business Planning
  • Business Entity Selection
  • Divorce
  • Estate Planning
  • Marriage
  • Tax Planning

Financial Services

  • Cash Flow and Debt Management
  • Education Planning
  • Family Risk Management
  • Financial Planning*
  • Investment Management*
  • Legacy Planning
  • Retirement Planning
  • Special Situations

Accounting

  • Cloud Accounting
  • Compilation and Review of Financial Statements
  • Full Service Bookkeeping
  • Payroll
  • Quick Books Set-Up and Support

*These Services are offered by Donald Tapp through his affiliation with HD Vest.