CPA of Denver · Work directly with Philip M. Falco, CPA
You work directly with Philip M. Falco, CPA, on the agreed tax preparation, consultation or planning engagement. The starting point depends on whether you know the service you need or want to discuss fit first.
Ask About Fit or Book Paid Advice
Send a service-fit inquiry for availability, engagement scope and pricing questions. Keep it brief and include the service, return year and deadline. An inquiry does not include substantive tax analysis or document review.
If you have a focused tax, accounting or financial-statement question, book the $350 CPA Consultation. The allowance is up to one hour total for preparation, review and the telephone call. A larger question may require a separately quoted project.
Confirm the Work Before It Starts
Review eligibility and exclusions before choosing a fixed-fee return. Complex returns, corrective work and advisory projects need a scope review. The written engagement identifies accepted work, fee, records needed and responsibilities. A page describing a topic does not mean every related service is included.
Payment and Secure Intake
For available online fixed-fee services, use the service’s secure checkout and follow the intake instructions after payment. For quoted work, follow the agreed engagement and payment instructions. Do not email returns, Social Security numbers or bank credentials.
Scheduling and Preparation
For paid consultations, provide your priority questions and preferred telephone times through the intake process. The firm confirms the appointment manually; payment alone does not reserve a calendar time. Submit requested documents through the secure process and let us know about urgent deadlines before booking.
What You Receive
- Consultation: the focused discussion within the stated total-time allowance.
- Return preparation: the filings and review process specified in the accepted service.
- Tax Strategy Series: three meetings and the defined written planning summary.
- Annual advisory: the returns, projection and scheduled meetings listed in the engagement.
Written reports, additional calls, implementation and later updates are included only when stated. Notify us when the facts change so we can decide whether additional work is needed.
Choose a Service
Compare fees · Tax preparation services · Annual advisory · Tax Strategy Series · Meet Philip Falco
Frequently Asked Questions
Can I ask about fit before paying for advice?
Yes. Send a brief inquiry about availability, service scope or pricing. Analysis, recommendations and document review require an accepted engagement.
Is an appointment automatically scheduled when I pay?
No. Provide your preferred times through intake and wait for the firm to confirm the appointment.
Choose Your Next Step
For a focused question, review the $350 CPA Consultation: up to one hour total for document review, preparation and the telephone call. Larger analyses and implementation require a separate engagement. For service-fit and pricing questions, send a brief inquiry; do not include sensitive financial records.
Updated October 17, 2026 · CPA of Denver. General information; the applicable tax year, facts and written engagement determine the work and advice provided.