Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

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Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

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IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

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How Castle Rock Givers Can Guard Against Fake Charities

There’s been an extraordinary surge of fakers this year. The explosion of AI along with more sophisticated scams can make it feel like you have to look under every rock. While Biden is enacting a presidential order to demand some accountability from the big...
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Preparing for Disasters: A Guide for Castle Rock Residents

Though last month was officially National Preparedness Month, it’s sad to think that just about every month these days reminds us about preparing for disasters, from hurricanes on the East Coast to wildfires in the West to tornadoes in the middle.Last year,...
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How the Government Shutdown Affects Castle Rock Taxpayers

This week, my staff and I are pausing to celebrate that the chapter has closed on 2022’s filing. It was probably over for you back in April, but my team just wrapped that up for some of our Castle Rock clients who needed to file extensions. Of course, we’ll be...
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When to Take Social Security: Tips for Castle Rock People Nearing Retirement

This weekend’s events in Israel have been very difficult to take in. Seeing the violence and hearing the stories have been heartbreaking, to say the least. Our thoughts go out to the innocent Israelis and Palestinians suffering through the attacks in Gaza and other...
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Mobile Tax’s Case for Paying Federal Income Tax

Here we are in October. I know what you’re thinking… already?! Yes, already.And with the way time seems to race by in the last few months of the year with Castle Rock holiday celebrations and gift buying and all the other little tasks, you’ll be thinking the same...
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Getting into Giving: A Castle Rock Taxpayers Guide 

As I’m finishing off 2022 tax filing for Douglas County clients who requested extensions — if you’re in the extension crowd and haven’t talked to me about this yet, schedule something right away — it’s got me thinking about what’s coming. Let’s take a look.1099-K for...
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Combating Tipping Culture’s Impact on Castle Rock Wallets

Let’s start today with a reminder. If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16: calendly.com/davidforney And beyond that, the moratorium on paying...
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1099-K Reporting Requirements: Clearing Up Confusion for Castle Rock Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
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Castle Rock Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Castle Rock pool, outdoor amusements, a little grill-out … maybe buying a new car? Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...
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What Rising Mortgage Loan Rates Mean for Castle Rock Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it: calendly.com/davidforney  If you’ve comfortably waited around at home thinking you have plenty of...
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How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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Customer Stories

Amanda Schocke

⭐⭐⭐⭐⭐

Extremely professional! David was very helpful and processed my taxes with the day. When the state had an issue with my identity David was on top of it making sure to get my refund as quickly as possible. I would definitely recommend him to family and friends and will be a repeat client!

Kris Andrea

⭐⭐⭐⭐⭐

David always answers his phone and he always gets me the answers I need with my complicated returns. David is also an honest person with integrity and patience. I highly recommend him for all of your accounting needs.

Christine Lyle

⭐⭐⭐⭐⭐

David is great! He was quick to respond, came out to pick up our documents, answered all our questions and explained everything he was doing and was super nice. We will be using him again for our taxes.

Bryant

⭐⭐⭐⭐⭐

Friendly, knowledgeable, and everything you would want in a tax person. He assisted my mother with her relatively complicated tax situation and was patient and punctual.

Michael Tolibas

⭐⭐⭐⭐⭐

Awesome experience. Picked up and delivered documents. Worked with my wife and I to coordinate scheduling of pick, delivery and review. We will definitely be back. Thank you David.

Collins Creature Room

⭐⭐⭐⭐⭐

David is the bees knees. Extremely accommodating, extremely knowledgeable, super friendly. Definitely recommend. I will be using him from now on for all my financial needs.

Dominic Gonzales

⭐⭐⭐⭐⭐

My experience was great. Totally recommend to anyone. Mobile tax is pretty quick getting your taxes done.