pi Tax Management
pi Tax Management
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How Do We Look At Your Taxes?

pi Tax Management takes a holistic approach when it comes to tax planning and preparation. We look at your income, expenses, investments, business transactions , and life events to help meet your unique tax situation.

Our Services

Tax Preparation

Tax Preparation

Tax Preparation

  • Taxes: 
    • Single
    • Joint
    • Small Business
    • Gift Tax
    • Trusts & Estates
  • In person or virtual meetings
  • e-Filing

Tax Planning

Tax Preparation

Tax Preparation

  • Review: 
    • Taxable Events
    • Tax Liabilities
    • Credits
    • Deductions
    • Exemptions
  • Proactive: 
    • Attempt to avoid tax penalties
    • Forward looking tax estimates


Tax Strategies

Tax Preparation

Tax Strategies

  • Consultation & Analysis: 
    • Help manage tax decisions
    • Look at whole "you" to create a tax plan that works for you


Contact Us

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Disclosure

pi Tax Management Inc is an independent business entity established for the purpose of providing tax preparation services.  It is a distinct legal entity and separate from pi Wealth Management and LPL Financial.  LPL Financial (“LPL”). has no involvement with any tax-related services performed by advisors associated with pi Wealth Management or pi Tax Management regardless of the fact that the advisor operates or conducts both their financial services and tax-related services practices under the same name.  LPL does not provide tax advice. 

Disclaimer

The information provided on this website does not, and is not intended to, constitute legal, financial or tax advice.  Instead, all information, content, and materials available on this site are for general informational purposes only.  Information on this website may not constitute the most up-to-date legal or other information.  This website contains links to third party websites.  Such links are only for the convenience of the reader, user or browser. 

pi Tax Management

5200 DTC Parkway Ste.340, Greenwood Village, Colorado 80111, United States

720-798-5487

Copyright © 2023 pi Tax Management - All Rights Reserved.

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