Individual Tax Preparation

Making tax season simple for Colorado Springs families.

Professional 1040 preparation with transparent pricing, maximum refunds, and year-round support from experienced CPAs.

4.9
Google Rating
90%+
Client Retention
875+
Annual Returns
Since 1984
Colorado Springs

Comprehensive Filing

We prepare your personal tax returns using advanced, industry-leading tax software. Every return includes federal and one state filing, with 8 basic tax forms in our base price.

Maximum Refunds

Our experienced CPAs work diligently to identify every deduction and credit you qualify for, taking the time to understand your unique situation.

Professional Review

Our commitment to accuracy ensures your return is prepared correctly the first time. Each return undergoes our thorough review process.

Transparent Pricing

Simple, fair pricing.

I

Individual Return

$500

Starting fee for standalone tax return. Includes federal return, one state return, and 8 basic tax forms. E-filing and direct deposit setup included.

Get Started

Additional Fees

Schedule C, E, or F
Starting at $150
Additional State Return
$75 each
Tax Engagement Meeting (30 min)
$75
Extra Basic Forms (9+)
$50 each

*Additional fees may apply based on the level of complexity and time required, including items such as complex K-1s, state-specific filings, gain calculations, credits, and similar tasks.

Our Process

A simple, predictable tax season.

01
Step 1

Initial Consultation

New clients begin with a complimentary consultation to understand your tax situation and gather necessary information.

02
Step 2

Document Collection

Submit your tax documents through our secure client portal. We provide a comprehensive checklist.

03
Step 3

Expert Preparation

Our CPAs prepare your return with meticulous attention, maximizing deductions while ensuring accuracy.

04
Step 4

Review & E-File

We review your completed return together, answer questions, and file electronically with your approval.

What's Included

Everything you'd expect — and more.

Basic Tax Forms

  • W-2 Wage Statements
  • 1099-R Retirement Distributions
  • SSA-1099 Social Security Benefits
  • 1099-INT Interest Income
  • 1099-DIV Dividend Income
  • 1098 Mortgage Interest
  • 1098-E Student Loan Interest
  • 1098-T Tuition Statement

Professional Services

  • Thorough document review
  • Deduction maximization
  • Electronic filing (e-file)
  • Direct deposit setup
  • Federal and state return preparation
  • Expert level tax return review
  • Secure document portal
  • Exceptional customer service

Each tax engagement includes one complimentary PDF copy or one paper copy. Additional document requests are $25 per return.

Let's talk

Ready to simplify
your finances?

From tax preparation to consulting and business formation, our Colorado Springs CPAs are here to help your business and family thrive.

Lockhart & Company, CPAs
Colorado Springs, Colorado
Mon–Thu: 9am–3pm