Have a question? 720-328-2877 or Book a Call
TAX STRATEGY & ADVISORY SERVICES
Proactive Tax Planning Built Around What You Keep
Heirloom Tax Services delivers proactive, strategy-first tax planning that improves predictability and supports long-term financial decisions.
What We Do Best
Our Services
Heirloom Tax Services provides proactive tax planning, advisory, and preparation for individuals and closely held businesses with evolving financial lives. The firm goes beyond filing returns by identifying opportunities in advance, modeling outcomes across multiple years, and guiding decisions as circumstances change. Clients benefit from clearer communication, better timing, and a tax strategy designed to support—not conflict with—their broader financial goals.
For Individuals
Designed for high-income and high-net-worth individuals who need more than a once-a-year tax filing. Planning focuses on forecasting, education, and decisions that shape outcomes before year-end.
Proactive Tax Planning
Tax Preparation & Filing
Tax Savings Strategies
For Business
Built for entrepreneurs and closely held businesses seeking clarity, predictability, and strategic tax guidance that evolves with growth and complexity.
Proactive Tax Planning
Tax Preparation & Filing
Tax Savings Strategies
Bookkeeping
Why You Need Us
Why Tax Strategies Matter
Many taxpayers overpay simply because decisions are made too late. Traditional tax relationships are reactive, focused on reporting history instead of shaping outcomes. Heirloom Tax Services approaches planning proactively—forecasting scenarios, identifying levers early, and coordinating decisions throughout the year. This forward-looking approach helps clients understand tradeoffs, reduce uncertainty, and align tax outcomes with long-term objectives rather than last-minute surprises.
Tax Planning Shouldn’t Be an Afterthought
Our Process
How We Work
Heirloom Tax Services follows a structured, collaborative process designed to replace uncertainty with clarity. The firm begins by understanding the full financial picture, then models outcomes across multiple scenarios. Strategies are implemented intentionally and revisited throughout the year as laws, income, and goals evolve. Clients receive guidance when decisions matter most—not just when returns are due.
01
Discover & Understand
Review income, entities, prior returns, and future goals.
02
Plan & Forecast
Model scenarios and identify proactive tax strategies.
03
Implement
Execute decisions with timing and coordination.
04
Monitor & Adjust
Refine strategy as circumstances change.
Best Fit
Who We’re Best For
Heirloom Tax Services works best with clients who value planning, communication, and long-term thinking.
High-Income Individuals
Professionals and executives with complex income who want clarity, predictability, and proactive guidance throughout the year.
Business Owners
Entrepreneurs and closely held business owners navigating entity structures, cash flow, and tax complexity.
Investors & Families
Families managing multiple income sources, investments, or transitions who want coordinated tax planning.
Pre-Retirees
Individuals preparing for retirement who want tax decisions aligned with long-term income strategy.
If your financial life involves more than a simple return, proactive tax planning can materially improve outcomes.
Client Experience
What Clients Appreciate Most
“Heirloom’s tax team helped us understand decisions before we made them. For the first time, taxes felt predictable instead of stressful.”
John D.
Business Owner
“The planning process changed how we think about taxes. We’re no longer surprised in April, and that alone is invaluable.”
Sarah M.
Corporate Executive
“They don’t just file returns—they explain options and timing so we can make better decisions throughout the year.”
https://dribbble.com/shots/26361780-Testimonials-and-Reviews-Designed-with-MadeinFigma
Michael R.
Investor
FAQs
Q: How is Heirloom Tax different from a traditional CPA firm?
Most tax firms focus on compliance after the year ends. Heirloom Tax Services emphasizes proactive planning, forecasting, and ongoing advisory. By identifying opportunities before deadlines pass, clients gain more control, fewer surprises, and clearer decision-making throughout the year.
Q: Do you still handle tax preparation?
Yes. Tax preparation is an important part of the service, but it supports a broader planning strategy. Returns reflect intentional decisions made in advance, not just historical reporting.
Q: Who is not a good fit for Heirloom Tax?
Individuals with very simple tax situations—such as a single W-2 and no complexity—may not benefit from proactive planning services.
Q: Do you work with clients outside Colorado?
Yes. Heirloom Tax Services works with clients nationwide, depending on needs and complexity.
Build the right tax team around your business.
Proactive planning works best when it starts early—so the strategy is in place long before you’re forced to react.
Tax Solutions for
Individuals
Businesses
Advanced Tax Strategies
About
About Heirloom Tax Solutions
Client Login
Click here to login
Contact
6400 S Fiddlers Green Circle
Suite 1970
Greenwood Village, CO 80111
3200 Cherry Creek S Dr.
Suite 130
Denver, CO 80209
© 2026 Heirloom Tax Solutions. All Rights Reserved.
The information provided on this website is for general informational purposes only and is believed to be from reliable sources; however, its accuracy or completeness is not guaranteed. This material is not intended to provide tax, legal, or investment advice. Individuals should consult with qualified tax or legal professionals regarding their specific circumstances. Nothing contained herein should be construed as a solicitation or offer to buy or sell any security.
Heirloom Tax Solutions takes data privacy seriously. In accordance with applicable privacy laws, you may request information regarding the collection and use of personal data or exercise applicable privacy rights.
Investment advisory services are offered through Heirloom Tax Solutions, a Registered Investment Adviser.