Tax Planning Services in Colorado Springs, CO

Proactive Tax Strategies Built Around You

You work too hard to leave your tax situation up to chance. In Colorado Springs—where defense contractors, healthcare leaders, and fast-scaling tech companies drive innovation—staying ahead on taxes isn’t optional, it’s essential. Straight Talk CPAs offers forward-thinking tax planning services that help local businesses and high-income earners protect their income, reduce risk, and plan with confidence.


Whether you're a small business near Powers Boulevard, a remote consultant based in Briargate, or a high-earning household in Broadmoor, our tax advisory team is here to help you make smarter decisions all year long.

Whether you're scaling a service-based business or managing multiple income streams, proactive tax advisory gives you the tools to:

  • Forecast your quarterly and annual liabilities
  • Avoid surprises during tax season
  • Understand how legislation affects your specific situation
  • Plan ahead for big moves like buying property, hiring employees, or selling assets

And with our digital tools, virtual support, and clear communication, we make it easy for clients across Colorado Springs to stay on track—without constant meetings or complicated spreadsheets.

Built for Colorado Springs Business Owners

Case Study: Turning Tax Chaos Into Strategy

SkyPeak Data, a cybersecurity firm based in Colorado Springs, had been using a basic tax filing service with no planning support. Their founder, Lisa, was hit with a $24,000 surprise bill last April—without warning.


Here’s what we did:

  • Created a custom tax advisory plan with quarterly reviews
  • Reclassified contractor expenses to maximize deductions
  • Set up a defined benefit plan to increase her retirement contributions
  • Built a forecast model to prepare for the next two years of growth

In the first year alone, Lisa cut her tax bill by $19,700 and said, “This is the first time I feel like I have a tax strategy, not just a tax bill.”

What Makes Our Tax Planning Different?

Plenty of firms file taxes. But very few actually plan. Straight Talk CPAs offers in-depth tax advisory and ongoing strategy sessions designed to maximize savings while keeping you fully compliant. Here’s how:

  • Minimize federal, state, and self-employment taxes
  • Time your income and expenses to reduce tax exposure
  • Choose the right entity structure or change it when needed
  • Align your compensation, benefits, and retirement contributions
  • Leverage credits and deductions the smart way

We also offer custom service packages that combine advisory, planning, and filing—so you get a comprehensive solution that grows with you.

FAQs

  • What’s included in your tax planning services?

    Strategy sessions, income and deduction timing, entity structure planning, retirement tax planning, and annual projection models. Many clients opt into our service packages for ongoing support.

  • Do I need to own a business?

    Not at all. We help both business owners and high-income W-2 earners optimize their tax outcomes.

  • Do you offer virtual tax planning?

    Absolutely. All our meetings and documents can be handled securely online.

  • How often do we meet?

    We recommend quarterly meetings for most clients, but we tailor that based on your needs and service package.