« ABOUT US »
We provide a variety of services including Income Tax Preparation for all types of individuals, estates, and trusts, and IRS and State Audit Representation. We also provide accounting services for trustees and executors who are managing trusts and/or settling estates.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
« AREAS OF EXPERTISE »
Tax Preparation
While we can file any type of tax return, we focus on Estate and Trust returns.
Tax Planning
Knowing what your tax liability is expected to be, based on differing strategies you may be considering, is crucial. Using current year rates, we can accurately project your liability.
Tax Return Review
We realize many people prefer to file their return themselves rather than using a paid preparer. If you are one of these people, and find yourself unsure about a particular issue on your return, we would be happy to review your return before you submit it.
Estate Settlement
If you are in charge of settling and estate, you may find yourself unsure what tax filings are required. We would be happy to review your situation to give you guidance on what returns are needed and, if you would like, we can prepare and file them for you.
Certified Estate Planner
Over half of the people in this country have no estate plan. I think this is often because people do not know where to start. I can suggest several strategies you may want to consider before moving forward with an attorney to draft the necessary documents.
Years of Experience
I have been in accounting, in various capacities, since graduating with an accounting degree in 1988. I have been a corporate controller, a financial planner, and more recently, and Enrolled Agent admitted to practice before the IRS. Nearly every financial transaction involves a tax component that needs to be understood before a transaction is entered into.
Tax Software Developer
I have used my tax and accounting experience to develop Tax Acuity. Tax Acuity is a tax planning software application used by financial advisors and other professionals to quickly project a client’s tax liability. The application breaks down the liability for the client in a more understandable way than the tax returns.
« Our Staff »
Bruce Larsen
Managing Partner
Bruce is a 1988 graduate from the University of Wyoming with a degree in accounting. After a nine-year career in accounting as a corporate controller, Bruce became a registered investment advisor. Recognizing the close relationship between financial planning and tax planning, Bruce obtained is Enrolled Agent license in 2022 in order to over tax preparation service to his clients.
Contact Us
720-524-7970
info@fiduciaryaccountingllc.com
17085 Oak Brush Loop
Peyton, CO 80831