Business Advisory Services in Denver

Work directly with Philip M. Falco, CPA

CPA of Denver helps business owners coordinate preparation, projections and decisions during the year. Choose entity-only support or a coordinated business-and-owner engagement through our Tax Preparation & Advisory Program.

Business Advisory for Closely Held Companies

Bring current financial records together with payroll, owner distributions and household changes. Planning can address expected payments, compensation, anticipated purchases and agreed transaction questions. The engagement defines the analysis, meetings and implementation included.

Annual Plans Billed Monthly

  • Business Tax Advisory: $249/month, $2,988 annually. One qualifying entity return, quarterly planning and entity-focused tax support. Owner Form 1040 is separate.
  • Complete Business & Personal Tax: $399/month, $4,788 annually. Business and owner household filings, quarterly planning, defined projections and a compensation planning review.
  • Executive & Advanced Tax Advisory: $699/month, $8,388 annually. More meeting time, additional defined scenarios and limited authorized coordination.

Review the complete plan comparison, limits and billing terms. One-year engagements require acceptance and signed terms. Existing client agreements remain governed by their signed terms.

When a Separate Project Fits Better

For a single question, consider the $350 CPA Consultation. For selected alternatives over three meetings, review the $1,700 Tax Strategy Series. For preparation only, compare business return fees.

Prepare for a Productive Discussion

Use the business planning agenda, owner compensation guide and financial statement consultation. Bring a short list of decisions and relevant dates. Send records only after receiving secure transfer instructions.

Request an Advisory Scope Review

Contact CPA of Denver with the entity type, owners, states, return year and planning needs. Additional entities, extensive investment or rental activity, missing records, international work, corrective filings and legal representation require separate review.