Business Details
Trusted Tax & Accounting Services in Fort Collins
Gavin I Haswell, CPA, JD, CPA, JD Tax and Accounting Services has dedicated over 25 years to providing comprehensive tax and accounting solutions. Our founder, Gavin Haswell, combines expertise as a Certified Public Accountant and licensed attorney to deliver personalized financial guidance. With a career spanning from California to Fort Collins, Colorado, we serve individuals and businesses with tailored tax preparation, planning, and bookkeeping services. Our approach prioritizes understanding each client's unique financial goals to minimize tax liabilities while ensuring compliance. Backed by a team with decades of combined experience in accounting and financial services, we emphasize accuracy, client education, and long-term financial stability.Our services extend to corporate entities, trusts, and estates, with a focus on simplifying complex tax matters. We maintain strong relationships between bookkeepers and tax preparers to maximize deductions and minimize errors. Committed to community involvement, we serve clients locally while maintaining national expertise through continuous legal and accounting education. Our practice philosophy centers on building trust through transparency, personalized service, and a deep understanding of evolving tax regulations.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
Estate Tax Planning
Highlights and features
- We offer 25+ years of combined tax and legal expertise
- Our team provides personalized tax planning strategies
- We maintain CPA and attorney credentials for comprehensive financial guidance
- We offer in-house bookkeeping and payroll services
- Our practice combines technical expertise with personalized client relationships
Associations and certifications
- CPA
- JD
Services
Tax Preparation
We prepare individual, corporate, partnership, and trust tax returns with meticulous attention to detail. Our service ensures compliance while maximizing deductions through expert analysis of your financial situation. Clients receive personalized guidance to navigate complex tax codes and reporting requirements.
Tax Planning
Our strategic tax planning identifies legal opportunities to minimize liabilities while aligning with long-term financial goals. We analyze business structures, investment strategies, and estate planning considerations to create customized tax-efficient solutions for individuals and corporations.
Bookkeeping
We maintain accurate financial records through comprehensive bookkeeping services. Our system ensures proper categorization of expenses and income streams to support tax preparation and business decision-making. Services include monthly statements, payroll tax reporting, and financial reconciliation.
Payroll Services
Our payroll solutions handle tax withholdings, wage calculations, and regulatory filings for businesses of all sizes. We ensure compliance with federal, state, and local employment tax requirements while maintaining accurate employee payment records.
Estate Tax Planning
We develop strategies to minimize estate tax burdens through proper entity structuring and gifting strategies. Our services help clients protect assets while ensuring smooth wealth transfer to beneficiaries in compliance with current tax laws.
People
Gavin Haswell
Certified Public Accountant
Gavin Haswell is a licensed CPA and attorney with over 25 years of tax consulting experience. He specializes in individual and corporate tax preparation, having worked with clients ranging from small business owners to Fortune 500 executives.
Anita Norman
Administrative Assistant
Anita Norman brings 38 years of financial industry experience to her role as administrative assistant. She manages client communications, appointment scheduling, and document processing with meticulous attention to detail.
Patti Haswell
Bookkeeper
Patti Haswell has provided bookkeeping services since 2008, handling tax return preparation and IT support. Her diverse accounting experience ensures accurate financial record-keeping and technical problem-solving for client needs.
Questions
What tax services do you offer?
We provide individual, corporate, partnership, trust, and estate tax preparation services. Our expertise includes complex returns for high-net-worth individuals and business owners.
Do you offer year-round tax planning?
Yes, we provide strategic tax planning throughout the year to help clients minimize liabilities and optimize financial decisions aligned with their business and personal goals.
What bookkeeping options are available?
We offer monthly, quarterly, and annual bookkeeping services including financial statement preparation, payroll tax reporting, and account reconciliation to support accurate tax filings.
How do you handle complex tax situations?
With 25+ years of experience and dual CPA/JD credentials, we specialize in resolving complex tax matters including business entity selection, international tax issues, and audit representation.
What areas do you serve?
While based in Fort Collins, Colorado, we serve clients nationwide through virtual consultations and document management systems for tax and accounting services.
