Annual Tax Preparation Services
Our human-centered approach brings clarity, expertise, and more than 20 years of knowledge to your 2023 tax return.
To get in touch with us about our tax services or anything else please submit your information via the contact us form to the left. You can also reach out directly at (303) 858 0045 or mark.paller@pallerfinancial.com.
Whether your tax situation has become too complicated to handle on your own or you are simply looking to save time and reduce stress, we have the knowledge and expertise you need to accurately and efficiently file your 2023 tax return. We provide income tax preparation for individuals, as well as large or small business tax preparation.
Why Paller Financial?
A Human-Centered Approach
Big life changes can mean big changes for your taxes. When we file on your behalf, we’re really taking a look at your financial health holistically. Our step-by-step guidance allows to understand your unique situation. Have confidence knowing we’re on your side and committed to standing by you every step of the way.
Expertise in Complexity
A number of changes have been made to tax law recently that could impact your tax return. Our team has the knowledge and expertise to understand which rules might benefit you most and help you save on your taxes. Not sure where to start? Just reach out, we’re happy to help.
No-Contact Tax Returns
Our number one priority is that you stay healthy this tax season with our no-contact tax returns. Upload your documents via our secure portal and we’ll connect over video conference, e-mail, or a phone call. Don’t want to submit your documents digitally?
Drop-off or mail your documents directly to our office in Centennial Colorado.
Who We Are
Mark Paller
Mark Paller holds a B.S. in Business Administration from Northern Arizona University (1983). He is a Certified Public Accountant (1988), Certified Financial Planner (1997) and holds the Personal Financial Specialist designation by the American Institute of Certified Public Accountants (2001). Additionally, he has previously earned a number of other professional certifications with the goal of totally understanding business, investing and personal finance. In 1992 he founded Paller Financial Services. He and his wife Susan have two adult daughters, enjoy outdoor sports and home improvement projects.
Mark Mogle
Mark Mogle is a Certified Financial Planner. He first developed an interest in financial planning and wealth management when he was sixteen years old and his father passed away. At that time he saw the financial challenges his mom faced which inspired him to dedicate his studies to become an expert in finance and business. Mark has prepared numerous financial plans that dealt with wealth accumulation and preservation, retirement income, taxes and general business matters.
Pricing
Pricing for our services is based on individual needs and circumstances. Our commitment is to provide 100% transparency into our pricing breakdowns and alert you should there be overtime fees associated with your account. Prior to starting our engagement with you, we will always provide you with a detailed cost estimate of our services.
Contact Us
To get in touch with us about our tax services or anything else please fill out the form below or reach out directly at (303) 858 0045 or mark.paller@pallerfinancial.com.