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Accounting Services

Accounting and Bookkeeping Services

Are you:

  • Spending tons of hours doing bookkeeping every month?

  • Not sure how to record sales, expenses, fixed asset purchases, loan borrowings and repayments, etc.?

  • Frustrated with downloaded cash or credit card transactions that don't match sales receipts or vendor payments?

  • Having trouble recording payroll entries to the right accounts?

  • Finding that your business is running you instead of you running your business?

NO WORRIES...WE CAN HELP!

Our monthly accounting and bookkeeping services includes:

  • Matching bank and/or credit account transactions to recorded transactions

  • Reconciling cash and credit card accounts (read-only access to bank and credit card accounts required)

  • Recording fixed asset additions, sales/retirements, and depreciation entries

  • Recording payroll expenses

  • Reviewing expenses for proper 1099-MISC or 1099-NEC reporting 

  • Reviewing balance sheet and profit and loss statements for accuracy, and more! 

To help you budget your monthly expenses, we offer fixed-fee monthly billing that are affordably priced and tax-deductible!

We can also help get your books up-to-date so your profit and loss is accurate saving you time and providing accurate financial information to help you run your business. If you're just starting your business or you've been in business for a while but need help selecting the right accounting software or getting your books caught up, we can help!

Call us today at (303) 386-5200 for a free 30-minute consultation! 

We look forward to helping you!

Duncan & Company, LLC
(303) 386-5200

Income Tax Services

Income Tax Services

We know that preparing your tax return each year can be confusing and daunting! We strive to provide a pleasant and stress-free experience by offering virtual tax preparation services including:

  • Individual tax returns (Form 1040)

  • Corporate tax returns (Forms 1120 and 1120-S)

  • Partnership tax returns (Form 1065)

  • Estate, gift and trust tax returns (Forms 706, 709, and 1041)

  • Nonprofit organization tax returns (Form 990/990-EZ/990-N)

We also provide:

  • Access to our secure online portal where you can upload your tax documents and download your tax returns

  • Online Tax Organizers that guide you through the entire tax return including attaching documents and providing additional information

  • Confidentially communicate with us through our secure Instant Messenger

  • Notifications throughout the entire process so you know when your return is completed and ready for your review

  • E-file authorization (Form 8879) sent through DocuSign (authentication required)

  • Income tax service invoices that can be paid either by debit/credit card or bank transfer 

We also provide in-person appointments to review your return if desired.

For business clients, we also provide a pre-tax return preparation review of your balance sheet and income statement for the year to ensure proper classification and accuracy. If you are interested in monthly bookkeeping services, we're glad to help you. Please visit our Accounting and Bookkeeping Services page for more information!

​​For more tax filing due dates, please see the Events Calendar on our home page!

Call us today!

Duncan & Company, LLC
(303) 386-5200

 


Income Tax Planning

Income Tax Planning

Proactive tax planning is essential to reducing your income tax owed to the IRS and state tax agencies!

We can help by reviewing your income throughout the year including wages, interest and dividends, capital asset sales (I.e. stock, bonds, investment property, etc.), retirement account contributions or distributions, tax payments and withholdings, etc. to determine an estimated income tax for the year and whether you need to increase withholdings, make estimated tax payments, and/or other changes to reduce the potential for underpayment penalties and interest.

Here are a few ways to help get a head start on your 2024 tax return:

  • Review your paycheck withholdings and make adjustments to your W-4 if needed
  • Defer earnings by contributing to your employer's 401(k), traditional and Roth IRA's, SEP plan for small businesses, etc.
  • Withdraw funds from taxable IRA or savings accounts first and leave Roth IRA account withdrawals for last.
  • If you have capital gains, it may be a good time to sell investments that are continually losing value to offset the capital gains.

Give us a call today to schedule an appointment to review your tax situation. We can also refer you to reputable investment advisors that can help maximize your retirement and/or reduce taxes!

We look forward to serving you!

Duncan & Company, LLC
(303) 386-5200 

Send Us a Message

We would love to hear from you!

303-386-5200 Fax: 720-595-5004 mduncan@duncancocpa.com

Get clarity on your tax and accounting situation