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About Us
About Heirloom Tax Solutions
Heirloom Tax Solutions was built to serve clients who expect a higher level of strategy, responsiveness, and professionalism that expands beyond compliance into planning-first advisory for individuals and businesses.
Our Philosophy
You've Earned It. We Help You Keep It.
Most firms focus on what you earn. We focus on what you keep.
Income, investment returns, and business growth all matter, but they are only part of the equation. Without coordinated tax strategy, withdrawal sequencing, and long-term planning, a significant portion of that growth can quietly erode over time.
At Heirloom, we take a multi-year view of your financial life. We model decisions across decades, not just singular tax seasons. That means evaluating Roth conversions before RMDs become punitive, aligning investment strategy with tax brackets, coordinating charitable giving with income events, and ensuring every major decision fits into a cohesive long-term plan.
Wealth is not built by reacting year to year. It is preserved and compounded through disciplined, forward-looking implementation across the full picture. Our philosophy is simple: the more efficiently you structure your wealth, the more of it stays working for you and your family.
Planning-First Service Model
Advisory and forecasting throughout the year insures decisions are made when they matter.
Scenario Modeling
Year-end readiness
Multi - Year Planning
Execution With Professional Standards
Materially correct, polished returns supported by a disciplined process and clear expectations.
Organized Intake + Clear Timelines
Up To Date Tax Code Compliance
On-Time Returns That Maximize Savings
Heirloom doesn't just do your taxes... We do your taxes right.
Why Heirloom?
What “Doing Taxes the Right Way” Means
Doing taxes the right way isn’t about chasing perfection, it’s about building a disciplined, defensible process.
Tax returns should be materially accurate, clearly documented, and understandable to the client. They should reflect thoughtful planning, not rushed preparation. When taxes are handled reactively, preventable issues arise such as missed opportunities for savings, unnecessary notices and audits, and avoidable stress.
At Heirloom, tax preparation is not treated as a once-a-year event. It is the implementation layer of an ongoing tax strategy. We coordinate investment decisions, income timing, retirement distributions, charitable strategies, and business activity so that filings reflect a proactive plan rather than a last-minute scramble.
The goal is not just paying less taxes. It is creating clarity, reducing friction, and ensuring that your tax picture supports your long-term wealth strategy.
A Different Service Model
Heirloom is not a once-a-year, "one and done" tax partner.
We offer year round tax support and guidance that includes:
Quarterly/biannual planning touchpoints
Capacity and responsiveness (we'll always call you back)
Technology-forward onboarding and less friction
Education built into the experience so clients feel confident
Seamless Coordination With Heirloom Wealth Management
When tax and wealth planning are coordinated, decisions can be timed better and implemented with more intentionality. Tax informs wealth strategy, and wealth strategy informs tax planning. Heirloom Tax Solutions is available to all clients of Heirloom Wealth Management, and all clients of Heirloom Tax Solutions are eligible to retain the full services of Heirloom Wealth Management to bring all of their financial planning under one roof.
Build the right tax team around your business.
Proactive planning works best when it starts early—so the strategy is in place long before you’re forced to react.
Our Services
Solutions for Individuals
Planning-first tax guidance built for complex personal finances, coordinating timing, forecasts, and filing so you can make smarter decisions, reduce surprises, and keep more of what you earn.
Solutions for Businesses
Tax advisory aligned with how your business actually runs, integrating entity strategy, bookkeeping, and owner outcomes to improve cash flow, reduce risk, and support growth (and eventual exit) through proactive planning.
Contact
6400 S Fiddlers Green Circle
Suite 1970
Greenwood Village, CO 80111