Denver Personal Tax Services

Maximize Your Refund,
Minimize Your Tax Bill

Taxes aren’t just about filing a return—they impact your financial health, future planning, and how much of your hard-earned money you keep. At Matthew P. Schlanger, CPA, our Denver-based advisors provide individual tax services that go beyond basic filing. With expert guidance and a year-round approach, you can file with confidence and make smarter tax decisions.

Overpaying on Taxes?
You're Not Alone

Every year, individuals lose out on significant tax savings due to overlooked deductions, misreported income, and inadequate tax planning. While tax software can assist with filing, it often falls short in maximizing refunds and safeguarding against IRS issues. Partnering with a certified tax professional offers proactive strategies, audit support, and personalized guidance to ensure compliance and optimize your tax situation.
0 %
25% of eligible taxpayers fail to claim the Earned Income Tax Credit (EITC), missing out on substantial refunds.
$ 0 billion
The IRS assessed over $25.6 billion in additional taxes for late-filed individual returns in Fiscal Year 2023.
$ 0 million
Approximately 14 million taxpayers faced underpayment penalties in 2023 due to insufficient estimated tax payments.

Personal Tax Services

Individual Income Tax Preparation Services

Filing your taxes shouldn’t be stressful or uncertain. We handle federal income taxes as well as Colorado state tax returns with precision, making sure you claim every deduction and credit available. Our personal tax preparer stay up to date on the latest tax law changes to ensure you file correctly and avoid unnecessary liabilities.

Tax Planning & Strategy

Taxes shouldn’t be an afterthought. We work with clients year-round to develop personalized strategies that reduce tax burdens, manage withholdings, and maximize tax-saving opportunities. Whether you’re preparing for a major life event, selling assets, or planning for retirement, our personal tax advisors will help you take a proactive approach to your taxes.

Self-Employed & Freelance Tax Services

Being self-employed comes with more tax responsibilities, and Colorado’s tax laws add another layer of complexity. Our personal tax services help freelancers, gig workers, and independent contractors manage estimated payments, track expenses, and structure income for long-term tax efficiency.

Stock, Real Estate, & Investment Tax Guidance

If you’ve sold stocks, real estate, or rental properties, you may owe capital gains taxes. We help Colorado investors navigate capital gains tax rules, depreciation, 1031 exchanges, and tax-efficient investment strategies so you don’t overpay.

Cryptocurrency Taxes

The IRS is cracking down on crypto reporting, and many investors don’t realize they owe taxes on trades, staking, or NFT sales. We specialize in crypto tax reporting for Colorado residents, ensuring all transactions are correctly filed while minimizing tax exposure.

IRS Notices, Audits, & Tax Issues

If you’ve received an IRS notice, missed a tax payment, or are facing an audit, we can help. Your personal tax CPA, Matthew Schlanger, will communicate directly with the IRS, resolve disputes, and work to reduce penalties while ensuring full compliance.

Amended Tax Returns & Prior Year Filings

Mistakes happen, but they don’t have to cost you. If you need to correct a past tax return, file for a previous tax year, or claim deductions you missed, our personal tax advisors will create accurate amendments that help you avoid unnecessary penalties.

Estate & Trust Tax Services

Managing estate and trust taxes can be stressful, especially after losing a loved one. We provide compassionate guidance to help families and executors navigate estate and inheritance tax filings and protect their financial legacy with care and precision.

The CPA Advantage:
Accuracy, Savings, and Peace of Mind

Taxes are more than just numbers on a form—they impact your financial future. At Matthew P. Schlanger, CPA, our Denver-based team does more than file returns. We provide strategic tax planning, compliance support, and expert guidance for individuals, families, and professionals with complex tax needs. We ensure you’re making the smartest financial decisions while staying compliant with ever-changing tax laws.

What Sets Us Apart

Contact
Matthew P. Schlanger CPA Today!

Matthew P. Schlanger CPA is a qualified professional who has the tools to manage your payroll needs effectively. The good news is – hiring Matthew P. Schlanger costs you less than hiring a new accountant, allowing you to allocate that money into growing your company and satisfying your clients.

Personalized Tax Strategies,
Not One-Size-Fits-All Solutions

If you only have W-2 income and a simple tax return, tax software might work fine—but it won’t catch missed deductions, tax-saving opportunities, or IRS red flags. Retail tax prep chains provide a little more human oversight, but their one-size-fits-all approach means missed savings and no ongoing tax strategy. Working with a CPA for personal taxes ensures your return is strategically planned to lower liabilities, maximize savings, and keep you IRS-compliant year-round.
Feature Certified Public Accountant (CPA) Tax Software Retail Tax Services
Personalized Tax Services Yes No Limited
Maximize Deductions and Credits Yes Maybe Limited
Complex Tax Situation Assistance Yes No Limited
Audit Support and IRS Representation Yes No No
Year-Round Planning Yes No No
State & Local Compliance Yes Limited Limited
Tax Law Expertise Yes No Limited
Personalized Advice Yes No Limited
One-On-One Support Yes Limited Limited
Cost Higher upfront cost, but maximizes savings and long-term tax benefits Lowest cost, but risk of mistakes and missed deductions Mid-range cost, but limited services and expertise

Personalized Tax Solutions
for Every Situation

Taxes aren’t one-size-fits-all. Every individual has unique financial circumstances that impact how they file, what deductions they qualify for, and how much they owe. At Matthew P. Schlanger, CPA, our Denver-based team provides personalized tax solutions for a wide range of clients including

Hear

Directly From Our Clients

Ready for Expert Tax Advice?

Don’t settle for a tax service that just fills out forms. Get individual tax services tailored to your financial goals. Schedule a consultation with our Denver-based personal tax preparation professionals today.

Frequently Asked Questions

What documents do I need to file my personal taxes?

Most individuals need their tax identification number, W-2s, 1099s, investment statements, mortgage interest statements, and records of deductions like medical expenses or charitable donations. If you’re self-employed, rental property owner, or have investments, additional documents may be required. Our personal tax accountants will provide you with a checklist to ensure you have everything needed for an accurate return.
If you missed deductions, underreported income, or filed incorrectly, you may need to file an amended tax return. We review past returns, correct errors, and help you claim any refunds owed or resolve outstanding tax issues with the IRS.
If you have moved, work remotely, or earn income in multiple states, we handle multi-state filings to minimize your tax liabilities and prevent double taxation. We ensure compliance across state lines while keeping you in the best financial position.
Yes. We calculate quarterly estimated payments for self-employed individuals, investors, and high earners to avoid IRS penalties and ensure cash flow remains balanced throughout the year.