Gates, Kirby & Company, P.C. provides tax return preparation for individuals, partnerships, corporations, trusts and estates. Our staff is experienced and knowledgeable in tax return preparation and most have been with our company for more than ten years. We take pride in the quality of our service and work hard at identifying all the deductions and credits that are available to our clients. All of our tax preparation staff receive daily updates on tax law changes and attend tax courses throughout the year to stay current with constantly changing tax laws. 

Individuals
We provide tools for our clients to organize tax information in a quick and easy way. Our tax organizer allows individuals to collect and organize all of the information needed to file accurate tax returns. The organizer provides information from the prior year, which helps identify information needed for the current year. Refunds can be obtained in a matter of days with our direct deposit and e-file options.

Throughout the year we work with our clients in preparing income tax projections and reviewing tax planning opportunities.

Businesses
Many small, medium and large businesses use our firm for tax preparation and planning. Over the years, we’ve found that all businesses, large and small, share the same tax concerns and encounter similar tax related issues.

We are experienced with most accounting software programs, including QuickBooks® and Peachtree. Our firm includes a Certified QuickBooks® Consultant on staff. After a tax return is prepared, we often provide a tax management letter with suggestions on improving controls, documentation, and tax planning opportunities.

Now and then, individuals encounter financial issues that require insight and consultation. Gates, Kirby & Company can help. We work with our clients addressing issues such as:

• Retirement Planning – At what age should I retire or how much should I contribute to my IRA?
• College Planning – How much should I save, when should I start saving, what are the tax advantages available to me?
• Financial Planning – Should I buy or lease a vehicle? Should I pay off my mortgage early?
• Divorce Planning – What are the tax consequences of alimony and property settlements, who gets to claim the children for tax purposes?

Give us a call.

Gates, Kirby & Company, P.C. is a full service Certified Public Accounting (CPA) firm based in Ft. Collins, Colorado. We’ve been in business for over 25 years and serve a wide range of clients with many different accounting needs.

We serve our smaller clients by working with them to develop and implement an accounting system that is tailored to their specific needs. We provide outside bookkeeping services, or we work directly with the client to develop an internal accounting system using programs such as QuickBooks® and Peachtree. We then provide training and ongoing support with the selected program.

Our larger clients generally have accounting systems in place with trained staff. These clients are often required to provide CPA issued financial statements to third parties such as banks, bonding companies, or government entities. Deciding which report to issue for these statements, “compilation”, “review” or “audit”, depends on the level of assurance required. We work closely with our client and the third party to arrive at the type of report that is both cost effective to the client and provides an appropriate level of assurance to the third party.

Gates, Kirby & Company, P.C. works with many companies in all stages of their business cycle. We assist prospective business owners in developing business plans, preparation of cash flow projections, analyzing financing alternatives, and deciding on a choice of entity.

Once the business is established, we assist clients with their banking relationships, employment issues, whether to take on or buy out a partner, or merge with another entity. We’ve been in business for over 25 years in Northern Colorado, and we know and have worked with many bankers, attorneys, insurance agents, financial planners, payroll and bookkeeping services, other CPAs and many other types of advisors. We are experts in identifying and leveraging external resources to solve your problem. We work as the team leader or an advisor on the team to help accomplish your goals.

In the late stages of a business owner’s cycle, we assist with succession planning such as selling or gifting all or part of the business to children or existing employees. We provide valuation services to determine the price of an interest in the business or of the entire business, to establish an amount to be used on a personal financial statement given to a bank or for estate tax planning. We also provide guidance and planning techniques for business dissolutions and liquidations.

Our bookkeeping and payroll consultants specialize in all things QuickBooks. We will help get you set up and started with QuickBooks. We will set up your payroll and provide continued support and assist with quarterly and annual reporting. We offer training/support on a weekly, monthly, quarterly and/or annual basis to keep your business running smoothly.