Studies: How A CPA Can Help You
Accountants Who Come To Us For Guidance
David M. Kaufmann, CPA
1466 Adobe Falls Way
Fruita, CO 81521
PO Box 700
Fruita, CO 81521-0700
Steps that we take when preparing your tax return:
- We will send or email you a tax organizer. You
save lots of time when you use this organizer. The organizer also
helps us find deductions for you. To receive an organizer from us,
call 720-493-4804. Our Organizer Webpage has a copy of our generic
organizer. We will also send a standard engagement letter and
Fill out the organizer as best
you can. Think of the organizer as a time saving device for you.
The organizer is not a test! If there is something in the organizer
that you don't understand, put a question mark by it so we can discuss it.
Call us to schedule an
appointment at 720-493-4804. In the appointment let us know whatever
questions you might have. We will use the tax organizer to hunt for
legitimate tax deductions.
If the information is complete,
we will prepare your tax returns. This is typically done over a week
or two. During this time, it is not unusual for us to call or email
you if we have any questions about your information.
When we have completed the tax
return we will setup an appointment with you to go over the tax return. During the appointment, we will discuss items that have come to
Once you are satisfied with the
tax return, if your return qualifies for electronic filing, we will
electronically file your tax returns.