taxes done by humans who know you.
Year-round personal and business accounting from credentialed professionals — planning, filing, payroll and books. We’re here in July when the IRS letter shows up, not just in April when the line is long.
open all year — not just april
from shoebox to spotless.
Whether you bring us a single W-2 or a year of receipts in a grocery bag, the goal is the same: every credit and deduction you’re entitled to, zero compliance surprises, and a clear picture of where your money went.
personal tax preparation
Individual and family returns, multi-state filings, rental income, stock and crypto sales, education credits, child tax credits — prepared by a professional who will still answer the phone in August.
business returns
S-corporations, C-corporations, partnerships, sole proprietors, trusts and non-profits. We file in every state your business touches and keep your entity working as hard as your people do.
tax planning
The savings happen before December 31, not after. Quarterly estimates, retirement timing, depreciation strategy and entity reviews — proactive moves that make April boring, in the best way.
bookkeeping
Clean monthly books, reconciled accounts and financial statements you can actually read. You keep your focus on customers; we keep the paperwork honest.
payroll
Direct deposit, payroll tax deposits, quarterly filings, W-2s and 1099s — with compliance guaranteed. Keeping up with payroll law is a full-time job; let it be ours.
entity setup & advice
Starting something? We help you pick LLC vs S-corp with real tax math, register correctly, and set up books and payroll so day one starts clean.
your accountant should know your whole picture.
Because we also handle insurance and home loans, our tax team sees angles a standalone preparer can’t. Buying a house? We coordinate the mortgage interest picture before you lock. Starting an LLC? Liability insurance gets priced the same week your entity is born. Hiring your first employee? Workers comp and payroll arrive together, correctly.
One roof means your tax strategy, coverage and financing never contradict each other.
more about how we work →
april feels different here.
Doug at CAA Financial was extremely knowledgeable. Highly recommend them for setting up your business.
Highly recommend them for setting up your business.
CAA Financial allowed me to forget about the complexity of my taxes and insurance.
taxes, translated.
Do you prepare both personal and business tax returns?
Yes. We prepare individual returns (1040), sole proprietor and self-employed schedules, S-corporation (1120-S), C-corporation (1120), partnership (1065), trust and non-profit returns. Most of our business clients also use us for bookkeeping and payroll so tax season has no surprises.
How are you different from tax software or a seasonal storefront?
We are open all year, and the person who files your return is the same credentialed professional who answers your questions in July. Software is fine for a single W-2; the moment you have a business, rentals, stock sales or family changes, year-round planning typically saves far more than it costs.
Can you help me choose between an LLC and an S-corp?
Yes — entity selection is one of the most common questions we handle for new Denver businesses. The right answer depends on your income level, payroll plans and growth goals; we will show you the actual tax math for each option before you commit.
What does tax planning mean, practically?
It means we look forward, not just backward: quarterly estimated payments sized correctly, retirement contributions timed for deductions, equipment purchases planned around depreciation rules, and no April surprises. Clients who plan with us through the year almost always pay less than clients we only see at filing time.
Do you handle payroll for small businesses?
Yes — paychecks and direct deposit, payroll tax deposits, quarterly filings, and year-end W-2s and 1099s. Payroll rules change constantly; guaranteed compliance is the whole point of handing it to us.
What happens if I get a letter from the IRS?
Bring it to us first — most notices are simpler than they look, and many are wrong. We respond to matching notices, set up payment plans and represent your interests so you are not navigating the IRS alone.
Do you offer tax services in Spanish, Korean or Burmese?
Yes. Tax rules are confusing enough in English — we explain deductions, credits and filings in English, Español, 한국어 and မြန်မာ.
try before you dial.
make april boring.
Bring us last year's return — we'll tell you honestly what we'd have done differently, for free.
Mon–Fri, 9am–5pm MT · 3033 S Parker Rd, Suite 750, Aurora, CO 80014