Our approach
Care for the details. Respect for the people.
Tax preparation is precise work. The conversation around it should be clear, patient, and personal.
A focused practice
Olivia Grace Taxes.
Part of Trio Tax.
Olivia Grace Taxes is a specialty division of Trio Tax, LLC, based in Boulder, Colorado. We focus on trust and estate income-tax preparation, including Form 1041 filings for executors and trustees.
We work remotely and welcome inquiries nationwide. Before accepting work, we review the particular engagement and relevant state requirements.
Depending on the engagement, preparation may be handled by our staff, or we may refer you to another professional. We explain who will handle the work. An outside referral is an independent professional, with a separate engagement.
What you can expect
A defined scope.
We agree on the work and fee before preparation begins, so the responsibilities and next steps are clear.
Room for questions.
You do not need to arrive with tax terminology or a complete set of answers. We explain what we need and why.
Thoughtful handling.
Once engaged, we provide instructions for sharing sensitive records securely and guide you through the return review.
A considered process. A clear next step.
Start a conversation
Tell us a little about your situation. No documents needed.
Agree on the details
We clarify the scope, fee, and next steps before preparation begins.
Share securely
After engagement, we provide instructions for sharing the records we need securely.
Review and file
We prepare the return, answer your questions, and guide you through review and filing.
Before we
work together.
How are fees decided?
We review the situation and the work involved, then agree on scope and fees before preparation begins. The first conversation helps us understand what needs attention.
Do I need to be in Colorado?
No. Our service is remote, and inquiries are welcome nationwide. Acceptance depends on the particular engagement and relevant state requirements.
What happens if I need a different kind of help?
We will explain the limits of our income-tax preparation scope. Depending on the need, a referral to another professional may be appropriate.