Skip to content

Professional, stress-free tax preparation and advice

Cassandra Lenfert

About

I’m a CPA and CFP® (Certified Financial Planner) with over 15 years of experience helping individuals and small business owners navigate their taxes. I love helping you save money on taxes so you keep more to use toward your goals. I understand that taxes are just one part of your financial picture. I’m located in Fort Collins, Colorado but can easily work with you virtually wherever you are.

I want to:

  1. provide you with expert advice that puts you at ease.
  2. make the tax filing process stress-free and convenient for you.
  3. talk to you throughout the year!

Colorado CPA License #29601

 

Services

 Tax Preparation

Tax time doesn’t have to be stressful.  Let’s make the tax filing process painless for you.

Tax Planning

Don’t like how your tax numbers turned out?  Let’s take control with some proactive planning!  We can review your income and deductions to help you find tax saving strategies for this year and beyond.

Professional Consulting

 Stop Googling your tax questions and getting contradictory answers. Let’s work together to find the right solution for your exact situation.

Stay on top of things

Sign up for my tax advice newsletter for planning tips, news on important tax updates, and timely reminders.

Who I Work With

I work with busy people who want professional tax services from the convenience of their home.

You may be a good fit if:

You are comfortable with technology (or willing to learn) such as videochat, filesharing, and electronic signatures.

I may not be for you if:

You enjoy the “rush” of waiting until the last minute to file your taxes. You have a literal shoebox of receipts you want someone to go through.

Get Started

Ready to check taxes off of your to do list?

Schedule a time for a free initial consultation, or contact me with any questions.

Contact Us

  • PLEASE NOTE - IF YOU ARE LOOKING FOR ASSISTANCE WITH 2023 TAX RETURNS - AS OF JANUARY 17, 2024 - I AM ONLY ABLE TO WORK WITH YOU ON YOUR 2023 TAX RETURN FILING IF YOU ARE WILLING TO FILE AN EXTENSION.
  • This field is for validation purposes and should be left unchanged.