Tax Strategy Series in Denver

Three focused sessions with Philip M. Falco, CPA · $1,700 complete series

The CPA of Denver Tax Strategy Series is a defined planning project for a household or business owner with tax decisions to evaluate. We organize the relevant information, compare a limited set of alternatives and finish with a written summary of the tax analysis and next steps.

Request a Tax Strategy Series consultation · Review fees and other engagement options

Who the Series Is For

Consider the series when you have a defined question that deserves more than a short call: a meaningful change in business income, compensation or investments; a proposed purchase; or a choice about how to organize the next tax-planning steps. The initial consultation confirms whether the question fits this project or needs a different engagement.

We can consider the household picture alongside an owner-operated business. If you mainly need filing help, start with individual preparation or the business return services. For a continuing relationship, compare annual business advisory.

$1,700 for the Complete Three-Session Project

• Three scheduled 75-minute meetings with Philip M. Falco, CPA.
• Review of the agreed prior-return and current-year information supplied for the planning questions.
• One household and, where relevant, one closely held business, for one tax year.
• A baseline tax estimate and comparison of up to two agreed scenarios using the information available.
• Brief meeting notes and a final written planning summary covering the assumptions, findings and next steps.

This is a one-time project fee. The engagement confirms the questions, records, meeting dates, payment terms and any additional work before acceptance. It does not create automatic recurring billing.

How the Three Sessions Work

Session 1 — Define the Questions and Starting Numbers

Review the records, clarify what you are deciding and establish the information used in the baseline. Identify the relevant income sources, business or household changes, decision dates and missing documents. Agree which questions can reasonably be answered within this series.

Next step: a short list of information to confirm and the alternatives to examine.

Session 2 — Compare the Practical Alternatives

Discuss up to two agreed scenarios. Review the information each requires, estimated tax effects, cash needed, administrative work and uncertainties. Distinguish a tax result from the broader financial or business merits of the decision. Narrow the analysis when an alternative is unsupported or unsuitable.

Next step: confirm the assumptions and questions to resolve before the final review.

Session 3 — Review the Analysis and Action List

Walk through the baseline and the selected comparisons. Explain what changes the result, what remains conditional and which actions would require additional professional work. Review the written summary, responsibilities and dates to consider.

Next step: decide whether to proceed, obtain more information or retain the current approach.

A Written Summary You Can Use

The final summary identifies the planning questions, records and assumptions used, estimated differences between the agreed scenarios, unresolved items and recommended next steps. It distinguishes analysis from tasks still requiring authorization or separate implementation.

Figures are estimates based on supplied information, not guaranteed savings or a substitute for a completed return. If a material input changes after the analysis, an update may be needed and is separately scoped.

What to Prepare Before We Meet

• Your most recent complete federal and state returns, including relevant business returns and supporting schedules.
• Current pay, withholding and estimated-payment records.
• Available year-to-date business financial statements, if applicable.
• Records for the specific investment, compensation event or transaction you want to discuss.
• A short list of goals, decisions, timing constraints and information still outstanding.

We confirm the document list and submission date when scheduling. Ask for secure transfer instructions before providing records. Do not email tax-return attachments, sensitive identifiers or account credentials. See the first-consultation checklist for a practical starting point.

What Requires a Separate Engagement

The series does not include tax-return preparation or amendments, filing elections, forming entities, payroll processing, bookkeeping reconstruction, audit defense, valuations, legal services or investment management. Additional households, entities, years, scenarios, meetings or substantial record cleanup require an agreed scope and fee.

For multi-state, international, complex ownership or specialized transactions, we confirm whether separate analysis or another professional is needed before accepting the project. The fee does not promise a review of every possible strategy.

For a multi-year projection covering retirement withdrawals, conversions and health coverage, ask about our separately scoped retirement tax planning service.

Series, Projection, or Annual Advisory?

• Year-end projection: start with tax planning when your immediate need is an estimate and payment review.
• Tax Strategy Series: use this defined project to examine selected alternatives over three meetings.
• Annual business advisory: choose an agreed ongoing preparation and planning relationship through Business Advisory or Business Advisory Plus.

The $1,700 series is not automatically included in annual advisory, and purchasing it does not enroll you in an annual package. See the fee guide for the separate offerings.

Frequently Asked Questions

What does the Tax Strategy Series cost?

The complete series is $1,700 and includes three 75-minute sessions, the defined preparation and comparison work, and the written planning summary. It is one project fee, not a per-session price or recurring subscription.

What do I receive at the end?

You receive a written planning summary with the agreed scenarios, assumptions, estimated tax differences, information still needed, next actions and responsibilities. It can also explain why proceeding with a proposed change is not appropriate.

Is a tax return included?

No. Return preparation, amendments and filing are separate engagements. The series uses available records to evaluate the agreed planning questions.

Is the series included in Business Advisory?

No. The Tax Strategy Series is a separate project. Annual advisory includes its own specified meetings and projections; adding this series or substituting work requires a written agreement.

How many scenarios and entities are included?

The base scope covers one household and, where relevant, one closely held business, using up to two agreed planning scenarios for one tax year. Additional entities, years, scenarios or substantial data reconstruction require a separate quote.

Does the fee include implementing the recommendations?

No. Tax filings, elections, entity formation, investment transactions, payroll processing and bookkeeping work are not included. We identify implementation tasks in the summary and agree any additional work before proceeding.

Can you guarantee tax savings?

No. The result depends on the facts, applicable rules and choices available. A useful outcome can be identifying that a proposed strategy does not fit your situation.

Who conducts the sessions?

You work directly with Philip M. Falco, CPA, on this tax-planning engagement.

Discuss Whether the Series Fits Your Situation

Request a consultation with a brief description of the decision, tax year and relevant deadline. We will confirm fit, scope and scheduling before you provide sensitive records or commit to the project.

Published October 17, 2026 · CPA of Denver. The written engagement defines the accepted work, fee and responsibilities.