MANAGEMENT & CONSULTING
We provide tax preparation for both individuals and small businesses. However, we go beyond preparation. As tax practitioners we pride ourselves on staying current with IRS and State tax laws and regulations.
It is important to us that you are as educated about your tax situation as we are, which is why we take the time to personally review your situation.
To help manage your tax situation we offer advice on how to be in the best tax balance possible.
Our tax consultants help our clients make the best of their complex situations. That may mean suggesting how to avoid such difficult situations as having a tax liability.
BUSINESS & FINANCIAL ADVICE
When you are in need of some sound advice, our Consultants are ready to help. Whether you have concerns about how to create your business entity, keep your business organized, avoid tax liabilities, where to invest, or other related topics, we listen.
Some of our senior staff are former Financial Planners, Insurance Agents, and Consultants. We are qualified to offer our assistance.
TAXES AND PAYROLL SERVICES
Businesses are offered the option to bundle bookkeeping, taxes and payroll services! Monthly plans create peace of mid for your business. Thus, there is no more guessing on how many hours your company is likely to be charged each month. We also provide a free half hour consultation with our monthly clients.
Not a numbers person? That's ok. Every monthly client gets an easy to read and understand narrative with all financials. The benefit is that you don't have to try to guess what all the numbers mean.
Each client can tailor make their own services. You can choose how to your services administered. We can provide direct deposit for your employees, e-file options for taxes, and much more. Ask us how we can help!
If you need to find out the valuation of your business we offer plans that examine the tax returns, balance sheets, profit & loss and more. These plans help you make the best decision to either sell or purchase a business. Prices begin at $2,000.
FINANCIAL LITERACY CLASSES
BFMS, Inc. has been providing Financial LIteracy classes for the past 3 years. Originally partnered with the Murphy Group in Denver, Financial Literacy classes have been held at Colorado Free University, Futures Academy, Aurora Youth Options, and a variety of organizations.
The classes focus on learning how to keep a budget, understanding credit, how to avoid debt, deciphering insurance, finding ways to save, understanding the proper use of emergency funds, and more.
For more information or
to host a class, go to
or email FinLitFirst@Gmail.com
QUICK BOOKS TRAINING
Whether you already know QBs and just need some clarification or you need to know the basics, our training services are tailored made to suit your needs.
Training is provided at an hourly rate with personal attention. We come to your home or business.
FREE CONSULTATIONS - We offer a free initial consultation to all new clients. Our 30 minute conversation is an opportunity to get familiar with you and your situation.
Any addition consultations or financial advice is at our standard rates. This is discounted if you are an existing client.