Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

9

Move your income into lower tax brackets by splitting income among family members or legal entities.

9

Shift income and/or expenses to different years in order to best take advantage of lower rates.

9

Defer tax liability through some types of investment options.

9

Avoid tax liability through some types of investment options, both on the federal and state level.

9

Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

9

Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

9

Reduce taxes on investments so that you can grow your money quicker.

9

Keep more of what you make by reducing your taxed income.

9

Defer income in order to keep your money now and pay your taxes later.

9

Understand estate taxes and planning so that your family gets to keep more of what you make.

9

Give money while reducing taxes to maximize your giving potential.

9

Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

EXCELLENT
Google star 1Google star 2Google star 3Google star 4Google star 5
Based on 14 reviews
Posted on Google Google
Whitnee Alexander profile picture
Whitnee Alexander
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Brandon is great! He’s super responsive and takes the time to make sure everything feels super simple. I am so glad I went with him to help me take care of my finances.
Posted on Google Google
Alina Halusic profile picture
Alina Halusic
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Brandon has been extremely helpful! This is my first year as a business owner and he has thoroughly helped explain each step in detail, ensuring I always understand. He is patient and attentive, and is always available when I need him. So happy to have found BMF Tax and Financial! Highly recommend.
Posted on Google Google
Ben Bechard profile picture
Ben Bechard
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Extremely lucky to have found BMF! The other reviews speak for themselves. Brandon is quick to respond to any questions that arise throughout the year. When it comes to tax time it doesn't feel like a burden. He makes things easy to understand and does a great job. Lucky to have him on my team! Thanks Brandon!!
Posted on Google Google
Karel Tovar profile picture
Karel Tovar
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Outstanding experience with BMF tax from start to finish. Brandon is extremely knowledgeable, meticulous and communicative. Any question I have is followed up with an immediate response and a thorough explanation, making the whole process incredibly stress free each time.
Posted on Google Google
Ryan Mayo profile picture
Ryan Mayo
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We recently made a switch over to BMF after a recommendation from our financial planning team and have just completed our first year of returns with Brandon. After many years of feeling like a burden to our tax professional, what a breath of fresh air this tax season has been! The most notable change that we have appreciated is his dedication to good personal service ... along with great care and focus, not to mention time-efficiency. This will be a first time in years where we're not filing for an extension. I wasn't sure it was possible, but am very pleased to have begun this relationship with Brandon and BMF and look forward to continuing with him into the future together.
Posted on Google Google
Matt Lyons profile picture
Matt Lyons
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Brandon has been a huge asset while I got my business started. He takes the time to explain everything to me so that I understand all the tax lingo. Easy to contact; quick to respond. Makes my job much easier.
Posted on Google Google
lisa wurster profile picture
lisa wurster
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We switched to BMF this year and couldn't be happier. It was easy to set up a meet and greet online and found our needs and his services were a good match. We were so grateful that Brandon was also accepting new clients. The online portal was easy to use and whenever we had questions Brandon was very responsive and organized. We were even able to schedule another online meeting to review everything before submitting. As much as I dislike taxes, BMF made it a painless process. Thank you!
Posted on Google Google
Suzanna Lesko Gribble profile picture
Suzanna Lesko Gribble
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We transitioned to BMF in 2024 for tax services. Brandon is incredibly efficient, organized, responsive, and knowledgeable. Have enjoyed our conversations and happy he is part of our financial team! Recommend his services with enthusiasm and no reservations.
Posted on Google Google
Emily Rene Hosman profile picture
Emily Rene Hosman
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
BMF came recommended to me by my banker, and I will continue to use them for the future. Brandon was really great at communication, responses were very quick, he sent a thorough list of all the documents I needed to upload which made things easy. Very highly recommend!!
Posted on Google Google
Dan Wharton profile picture
Dan Wharton
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Brandon was great in helping me with my taxes this year! Extremely responsive, very fast, super thorough, and saved me $1000 more on what I had paid the prior year. Everything I would look for in a tax accountant. I will definitely be using him again next year!
Verified by Trustindex
Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

How To Handle Your Denver Company’s Payroll Taxes

It's no secret that for many people who get in hot water with the IRS, a very common reason is payroll taxes. For many, they aren't filing properly, "assuming" that their bookkeeper is handling it or their payroll software. But that isn't necessarily the case, I'm sad...

BMF Tax and Financial’s Three Business Tax Penalties To Avoid When Possible

Let's address an unfortunate reality: As a business owner, you have a greater number of tax reporting obligations than a regular person has. (Of course, you have MANY more tax-savings opportunities as well.) But with those increased obligations comes increased...

Some Small Business Tips Your Denver Business Should Learn

Today, let's reach for some small business tips you should be taking away from this past season. As Denver business owners, we always need to be ready to adapt to changing times -- this time around change just happened to come ... faster. So, what should we do about...

Developing Accountability In Your Denver Business Is Crucial

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The...

BMF Tax and Financial’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your Denver Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher Mike Tyson once said: everyone has a plan until they get punched in the face. What is your plan for exiting your Denver family business? You need to have...

A Few Winning Tips for Controlling Costs in Denver Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Denver...

BMF Tax and Financial’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my Denver readers, I'm going to take you down a little rabbit hole...

4 Tips for Denver Taxpayers Owing the IRS

For many Denver individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for ways to...

Denver Taxpayers, The Problem with an Unfiled Tax Return…

The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but...

Ready to schedule an appointment?

Click here to schedule a time to meet with us.