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Tax Return Prep.
No Surprises.

Too many taxpayers are told to sign their tax return without any explanation as to why they owe, why they're getting a refund, why their overall taxes went up or down or what they could do next year to create a better result.

We believe in no surprises. In fact, we believe your tax return filing should merely be a receipt of the work done throughout the year to achieve the best tax outcomes with appropriate withholdings and estimated tax payments. With Dark Horse, you'll have a much better view into what you're after-tax income looks like during the year, as opposed to being surprised during tax season only to realize you've been living above or below your means unintentionally.

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Tax Planning is Included

We can only avoid surprises if we do tax planning. This is why we not only include tax planning in our engagements but insist that our clients take advantage of it. We'll review your income, deductions, and taxes paid during the year to make sure you're on track to be as close to a zero balance as possible (no refund and no tax owed). During this meeting, we may uncover opportunities for tax saving maneuvers. If that's the case, we'll propose an ROI-focused strategic tax advisory engagement.

Dark Horse Private Wealth

financial advisory

Strategic Tax Advisory

tax reduction & deferral

Tax Filing & Resolution

current and prior tax year

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Audits Are Scary.
Audit Insurance is Not.

Most Americans, to varying extents, fear being audited by the IRS. At a minimum, it ends up costing you time and money to defend your tax return positions. And if you owe, then you've got additional taxes, penalties and interest to tack on. To ease the burden, and to put your mind at ease, each tax return you file with us has an insurance policy to cover $1 million in audit defense representation fees whether the IRS, state or both were to audit a tax return we filed on your behalf. We believe in the accuracy and defensibility of the returns we file but we can't prevent every single return from being audited so we want to make sure that you're not on the hook if you're one of the few unlucky ones chosen by Uncle Sam.

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What do I do if my current situation is a mess

Some clients' messes are bigger than they think, others are smaller. Either way, we'll unpack your situation during our initial consultation to the extent that you can provide us with needed documentation beforehand, such as tax returns, IRS, state and local tax notices, etc. Once we've digested everything, we'll prescribe our game plan moving forward, which may include some of the following services:

Amended Tax Returns
Penalty Abatement
Sales Tax Audits
State Filings
Offer in Compromise (OIC)
Innocent Spouse Relief
IRS Payment Plans
Back Taxes
And More
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When you have a side hustle, stock compensation, rental properties, investments or anything else that adds complexity to your tax situation, you need an expert that can help you navigate these issues strategically and ensure you're tax filing is defensible to the tax authorities. We love complexity and we love simplifying it for you.

Areas of Expertise

We are deeply knowledgeable in the following tax topics, which means your tax return will be prepared correctly and strategically—no more crossing your fingers that you won't get a notice from the IRS.

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1031 Exchange

We'll make sure you're deferring as much of your capital gains as possible by helping you structure the transaction properly.

Tax FAQs

Of course! No matter how simple or complex your tax situation is, we can help. Many of our clients engage with us simply because they don’t have the time or comfort level to do their taxes on their own. That is what a CPA is for, after all!

When clients say, “I want someone local,” that often means they want someone that understands their unique state and local tax issues OR they have really only received the full attention of their CPA in face-to-face meetings. Dark Horse has hired a diverse range of CPAs that have worked with every state in the USA and a variety of complex issues, ensuring that we can service clients from ANYWHERE in the USA. Additionally, we’re extremely confident that our cloud-based service delivery model will result in you receiving a much higher level of attention throughout the year from your Dark Horse CPA than you got from your previous tax professional.

Yes, we can! In 99% of cases, they go hand-in-hand. We want to ensure our tax strategies work for both you AND your business, so having us engaged on both levels is a critical step to ensure we are maximizing your tax savings each tax year.

Absolutely. While anyone with enough experience, training, ethics and intelligence can be competent to prepare your tax return, it is more likely that an EA or unlicensed tax preparer will be lacking in one or more of these areas. As CPAs, we are held to the highest professional standards, as well as education and experience requirements. Having said that, Dark Horse is differentiated among CPA firms through our proprietary service delivery model that has earned us a Net Promotor Score of 90% versus the industry average of 38%.

Absolutely! We’ll get all of those overdue tax returns filed for you and we’ll work with the IRS and state tax authorities on your behalf to reduce any penalties to the maximum extent allowable.

Of course! We provide unparalleled tax audit representation that will result in you getting the most favorable outcome possible. Furthermore, we deal directly with the IRS or state on your behalf, so you don’t have to worry about being put on the spot and disclosing information that will harm you. Think of us like an attorney representing you before the IRS or state.

The short answer is no. The long answer is that we’re able to keep our prices extremely competitive with a much higher value proposition by working in a cloud-based environment. We’ll ask that you upload your documents to our secure client portal, as this creates indispensable efficiencies in preparing your tax returns, as well as the fact that you will remain the custodian of those documents for peace of mind. We can help you figure out how to digitize those documents, even if you don’t have a scanner. Last, all of your tax documents and tax returns will be saved in the secure portal, allowing for easy access in the future.

Not at all! Our entire process can be done in the comfort of your home. Any document that we will need you to sign can be electronically signed. All documents (tax documents, tax returns, engagement letters, IRS correspondence, etc.) are saved to your secure portal, accessible at any time.

Yes, we do! We have a couple of options based on your preference. We can provide you with a review via email, a video recording of your CPA walking through your return, or a 1-to-1 meeting.

Of course. That’s part of our onboarding process with new clients. We’ll let you know if there are any red flags or missed opportunities on those returns. If necessary, we can amend previous tax returns to make sure those issue or opportunities are taken care of.

Prices range based on the scope of the engagement. We do offer a unique price quote tool on our website found here to give you an idea. Generally, it’s based on your income/deduction sources, how many states you need to file in, and if there are any unique situations with your return. If you are curious, you can always request a quote from us here.

No, we do not. The reason is that the tax returns we prepare for clients have too much at stake to do all in one sitting. We prepare your returns thoughtfully, review them for quality and accuracy and then evaluate them strategically to make sure you're getting the best result possible. It's impractical (and impossible) to try to do this while you're sitting across from us. Also, you've got better things to do than sit around while we prepare the returns anyway.

Your Tax Compliance Experts

Adam Ripperdan
Adam Ripperdan

Principal

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Suzi Drennen

Principal

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Teddy Mizerak

Principal

James Larsen
James Larsen

Principal

Mike
Mike Madden

Principal

Matthew
Matthew Lynch

Principal

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Jordan Keller

Principal

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John Warner

Principal

Craig
Craig Trimble

Principal

Nancy R.

I have used James Larsen as my CPA for many years and am confident in his work ethic and tax knowledge.

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Locations

Because we're entirely cloud-based, we can work with you from anywhere. If you prefer to work with a local CPA, check out our quickly growing list of locations.

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Blogs and Pods

Whether you prefer the written word or the spoken word, we've got meaningful commentary that will help you focus on what's important when it comes to your financial situation and taxes.

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Dark Horse Podcast with Chase and Justin

Get a personable & experienced CPA who will partner with you to achieve unparalleled results.

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Join the Team

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SOC 2® Compliant.

Dark Horse has achieved the AICPA's highest standard for the safeguarding of sensitive data through passing a SOC 2 audit.
Learn more here.