Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

Get In Touch

We strive to work with clients for whom we can find real tax savings. Our offer is to provide you with a Tax Discovery Session to identify mistakes and missed opportunities in your tax preparation that are costing you thousands.

For $250 we will analyze your last filed tax return, and if you decide to continue with us, this amount will be applied to your first invoice. If we can't identify a way to save you money, we will donate $200 to your favorite charity.

Please fill out this form to get started. We look forward to working with you to reduce your taxes, save cash, grow your wealth, build your business and achieve your dreams.

Frisco Office

699 Summit Blvd Unit F
Frisco, CO 80443
T: (970) 668-0772
F: (970) 668-0434
E:  info@coloradotaxcoach.com

Denver Office

4600 S. Syracuse St. #900
Denver, CO 80237
T: (303) 256-6437
F: (970) 668-0434
E:  info@coloradotaxcoach.com

Get In Touch

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