• With a fully trained staff and many clients and individuals in different industries, we are tax filing experts. We are able to e-file individuals, corporations, “S” corporations, partnerships, fiduciaries (trusts and estates), and not-for-profit entities.

  • With our cloud-based payroll solution partners we can help optimize and make payroll processing, filing, and compliance simple, easy, and efficient

  • Tax filing and compliance is historical. We can and do do that but more importantly we can help to plan for your future tax needs. Whether it be working with you to maximize tax deferral strategies, make wise tax deductible purchases, or structure your business.e

  • Starting a business can be exciting and overwhelming at the same time! Our experts can guide you on your journey to register your business with the state and make your proper tax filing elections with the IRS. We can point you in the right direction or do the entire process for you. Our goal is to help make your business successful. Not only is Jeff a CPA but he is also a small business owner himself so he understands the help small businesses require to become successful!

  • Once your business is off and running it is important to have a good set of books and records. This aids in proper tax filing and compliance, but more importantly gives you guidance and insight on the health of your business. On our cloud based accounting partners, we can help you with following services:

    Consistent and up-to-date bank reconciliation

    • Monthly financial and statistics

    • Tax planning strategies

    • Investment advice

    • Growth strategies

    • Borrowing and purchasing strategies

    • Financials, including Balance Sheets, Income Statements (P&L), statements of cash flows

  • Your business may be big enough to have your own accountant on staff but not yet big enough to hire a CFO. We offer fractional CFO services to help you make larger, more strategic tax and financial decisions such as mergers and acquisitions, sales, purchases, budgeting, and tax deferral strategies

  • Although we do not specialize in any specific industry, we have experience helping small businesses in the following industries:

    • Real Estate

      • Construction

      • Agents and Brokers

      • Residental Renals

      • Commercial Rentals

      • House Flipping

    • Trucking

    • Retail

    • Wholesail

    • Farming and Ranching

    • Oil and Gas

    • Non-Profits

    • Therapists and Psychologists

    • Financial Advisors

    • Architects and Engineers

  • Each year, the IRS requires that non-profit organizations submit a variety of forms—ones that can be complicated and confusing. With a list of very specific revenue and expense classifications, the IRS can better determine facts about your Greeley, Fort Collins, or Loveland organization. You do not have to go through the process alone when you work with J. Stuart Yeager, CPA. Our goal is to help you handle all of the IRS reporting for you so you can focus on the business at hand.

    If you are starting a non-profit, we can help you prepare all the required documentation. It is absolutely critical that you submit these specific forms below:

    • Income statement

    • Balance sheet

    • Functional expense statement

    • Individual program expense statement

    • Revenue support schedule

    If you are a non-profit organization, we will:

    • Compile your financial statements.

    • Review your financial statements.

    • Design and install an effective accounting system.

    • Create a payroll schedule.

    • Implement payroll tax preparation and deposits.

    • Train your accounting personnel.

    • File your non-profit status application.

    • Provide your business with proper training on effective budgeting and financial usage.

    • Prepare and then file your tax forms (990 and 990T).

    • File your startup documentation paperwork with the correct federal and state agencies.

    A list of all documentation we can help you prepare is as follows:

    • Articles of Incorporation

    • Employer Identification Number

    • By-laws of the Organization

    • Minutes of Board Meetings

    • Names, Addresses, and Resumes of Board Members

    • Names and addresses of all Active Members

    • Inventory of Assets

    • Inventory of Liabilities Rent/Lease Agreements and Contracts

    • Revenue and Expense Statements

    • Written Reason for Formation and History

    • Organization Mission Statement

    • Organization Activities, Operations and Programs Documentation

    • Financial Support Documentation

    • Fund Raising Program Descriptions

    • IRS Processing/Filing Fee

    In addition to strategic planning for non-profit organizations, we offer several small business accounting services.

    Contact us for more information

  • Do You Have Tax Problems?

    Owing the IRS money is a serious problem; although it may take many years for them to finally catch up to you, once they do, they will not give up until they are paid every last cent of what they are owed. There are resolution solutions, though!

    J. Stuart Yeager, CPA, is here to help you with your IRS problems and help you resolve what you may be going through. IRS problem do not go away by themselves; we take pride in what we do and would like to offer our services to you. Take a look at the following tax services we offer:

    Non-filed tax returns

    • If you haven’t filed your taxes, you can be punished. Let us help you out.

    IRS audit representation

    • You do not have to talk to the IRS yourself; we take care of everything for you.

    Payroll tax problems

    • If you have failed to pay payroll taxes, it is considered a tax delinquency.

    Back owed taxes

    • Your tax penalties can add up quickly, but we can help you.

    IRS liens

    • Liens will show up on your credit report; do not let your delinquencies negatively affect you.

    IRS wage garnishment

    • Our payment plan is going to be more favorable compared to IRS wage garnishment.

    IRS levies

    • We may be able to get your levies released and help you out of your terrible situation.

    IRS seizures

    • Your physical assets could be at risk for seizure. Get help now!

    Offer in compromise

    • You may be able to settle the debt you owe. We can verify if you qualify for this program.

    IRS payment plan

    • If you do not qualify for a compromise program, this may be the way to resolve your situation.

    Bankruptcy

    • We can help to wipe your back taxes and penalties clean.

    Innocent spouse

    • This program is effective in helping a spouse who was the victim of fraud.