Individual Taxpayers

Lanphier LLP has been recognized nationally as a pioneer in individual tax planning. While many firms treat individual tax work as simple return preparation -- collecting your documents in February, filing in April, and sending you on your way -- we take a fundamentally different approach. We believe that your tax return should be the end product of a year well-planned, not the starting point of your relationship with your CPA.

For our individual clients in Denver, throughout Colorado, and across the United States, we deliver strategic, year-round advisory that is designed to minimize your lifetime tax burden. That means proactive conversations about major financial decisions before you make them. It means modeling different scenarios so you understand the tax consequences of selling a business, exercising stock options, buying or selling real estate, adjusting retirement contributions, or making charitable gifts. It means having a dedicated team that knows your full financial picture and is actively looking for opportunities to save you money.

Beyond Tax Preparation

Tax preparation is a commodity. Any competent preparer can enter your W-2s and 1099s into software and produce an accurate return. What sets Lanphier LLP apart is the advisory layer that surrounds the return. Our individual clients receive quarterly tax projections, ongoing planning conversations, proactive identification of credits and deductions they may not know about, and coordination with their other financial advisors -- estate attorneys, wealth managers, insurance professionals -- to ensure every piece of their financial life is working together efficiently.

Who Our Individual Practice Serves

Our individual tax clients include high-net-worth individuals, business owners navigating the interplay between personal and business taxation, executives with complex compensation structures (stock options, RSUs, deferred compensation), real estate investors, US expatriates and foreign nationals with US tax obligations, and families going through significant life transitions such as retirement, divorce, or inheritance. We are especially well-suited for individuals whose financial situations are too complex for a generalist preparer but who value the personal attention and accessibility of a boutique firm.

Our Denver office provides a comfortable, private setting for in-person consultations, and our team is equally effective working with clients remotely via Zoom. Whether you are in the Denver metro area or halfway around the world, you will receive the same caliber of thoughtful, proactive advisory that has earned Lanphier LLP its national reputation.