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Income Tax Planning & Preparation

Tax Planning & Prep from a Fort Collins, Colorado, Tax Advisor & CFP® Professionals

Income Tax Planning & Preparation

Tax Planning & Prep from a Fort Collins, Colorado, Tax Advisor & CFP® Professionals

Your income tax strategy should involve more than filing your individual income tax return.

At FPFoCo, we analyze your tax situation on an ongoing basis to help you avoid overpaying the IRS. Make the right tax moves to enhance your wealth with our professional tax services.

What Sets FPFoCo Apart?

Streamlined Tax Preparation

Taxes? Done. We file for you — and make it simple with our fully virtual process.

Proactive Tax Planning for Your Lifetime

We don’t just look at your most recent tax return. We’re planning for your future with your lifetime tax situation in mind.

Finding Harmony in Your Tax Life

From reviewing your tax withholding to adjusting your retirement plan contributions and making it all work within your cash-flow plan, it’s more than just filing your taxes.

Ready to see if FPFoCo is the right fit for you?

Schedule your free intro call today!

Schedule your complimentary introductory call today or learn more about FPFoCo’s approach to tax planning in these resources …

Back to Basics: What is Tax Planning?

Back to Basics: What is Tax Planning?

As tax season wraps up, it's the perfect time to start planning for next year. This guide breaks down how proactive tax planning and strategy can help you reduce your…
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NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this…
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8 Year-End Tax Planning Tips

8 Year-End Tax Planning Tips

As we get closer to the holidays and seasonal fun to come, are you also preparing to make the most of your money come tax time? Some opportunities have a…
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Your Full-Time Fiduciary® Provides:

An uncompromising fiduciary standard

Consultations empowered and informed by technology

Access to certified and experienced professionals
Ongoing and as-needed analysis and advice
Simple, fair, and transparent fee-only financial advice
Proactive communication and support
Financial Planning Fort Collins
5.0
Based on 9 reviews
review us on
Sharon Hamman
FPFC is an excellent organization. Professional and willing to listen carefully so as to meet your needs and support you in making best choices for you!
John Lombardi
Really valuable insights and great people to work with. Highly recommend.
Julie K
I can't express enough how good Jason is with financial planning. He is extremely knowledgeable and definitely can figure out what is the best strategy for financial well-being.
Andi
We have been with Financial Planning of Fort Collins for almost 2 years now. Jason, Regina and Riley answer our many questions quickly, accurately and without judgement. The team lowered our tax bill, and helped to make sure that our finanncial goals aligned with our life goals. Our portofolio, and our confidence in our plan has never been stronger. Initially, we chose this group because they are a fee only financial planner, and a fiduciary. We were tired of the commission hungry sales persons trying to "sell" products under the disguise of being a fiduciary. We stay with Financial Planning of Fort Collins because they offer current expert advice on everything from how and where to invest, how to set up a budget, to what insurance options may be best for us. We would recommend this group to anyone - whether you are just beginning your financial journey or at the end of it!!!!
Steve Johnson
Jason and his team are always prepared and ready to talk over our needs.
Katherine Brandt
Jason, Regina and their team has been pivital in helping with getting finances on track, helping plan for our future and being incredibly knowledgable about options for my family.
Carol Fergus-Irvin
I’ve been a client of FPFC since around 2010 or so. Jason is a mensch! He is fair, smart, and kind. I’m old and cranky and he is always reasonable and accommodating.
As a former IRS Agent, I can attest to his tax expertise. An honest, knowledgeable and fun firm.
Tom Stoffel
For more than a decade, Jason and his team have consistently served our financial needs with prompt, professional, and personal attention. Very highly recommended!
John Schulte
My wife and I love working with Jason, Regina, and the entire team at Financial Planning Fort Collins. They have given us a lot of useful advice and they are not trying to push us to buy any particular financial product.
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Please note: FPFoCo has selected the reviews shown here, and they may not reflect all experiences or your experience with the firm. No compensation has been provided for any review. No conflicts of interest exist between the reviewers shown here and FPFoCo.

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If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.