Lucas Casarez Tax Planner

Power Up your finances with a tax strategy

Don't just file your taxes. Control Your Taxes.

Optimize Your Tax Strategy

Ensure that you take advantage of every possible tax strategy available.

File Your Taxes Confidently

Follow a process that will allow you to relax this tax season.  

Identify 2020 Tax Strategy

Receive a projection for your estimated taxes for 2020, as well as, potential strategies to make your strategy more efficient.

The Power Up Difference

Most tax preparers are order takers. If you are lucky, they might try and find a few last-minute tax strategies. The problem with both of those scenarios is you lose out on significant planning opportunities which could amount to paying thousands of dollars of additional taxes. Take the power back and have a tax planning strategy that maximizes your financial life.

Who Power Up Is a Great Fit For

Power Up Tax Planning Services specializes in serving individuals and families with the following characteristics:

  • Household income of $100,000 or greater
  •  Employees that have access to a 401(k), 403(b), 457 (a), or 401(a)
  • Employees that have access to Deferred Compensation
  • Employees that have access to employee stock purchase plans
  • Employees that receive stock compensation in the form of Non-Qualified Stock Options, Restricted Stock Units, or Incentive Stock Options
  • Contractors who do not operate a business
  • Career changers
  • Recent inheritances

Flexible Meeting Times

Fair & Trasparent Pricing

Dedicated to Customer Satisfaction

MEET Your Tax Planner

He translates the numbers into something that you can actually understand.

Lucas Casarez

Tax Planner and Certified Financial Planner Professional™

Lucas enjoys creating new memories and family traditions with his young family. They enjoy visiting the local Drive-In movie theatre, finding family friendly hikes, and finding new recipes.

New Clients

1st Year Working with Power Up Tax Planning Services (Currently accepting new clients, spots are limited to first come first serve)

$350Form 1040 & State
  • (2nd Year drops to $260) Loyalty Discount
  • Optimization 2019
  • Tax Strategy 2020
  • Tax Review 2018
  • Additional State $60 Each
  • Schedule C (Self-Employment) $75
  • Schedule D (Capital Gains/Losses) $75
  • Form 4868 (Extension) $200
  • Additional Services (please contact) $ Varies Based on Complexity

Existing Financial Planning Clients

Currently a client of our financial planning partner, Level Up Financial Planning, LLC

$200Form 1040 & State
  • Flexible Payment Options Monthly
  • Optimization 2019
  • Tax Strategy 2020
  • Tax Review 2018
  • Additional State $46 Each
  • Schedule C (Self-Employment) $58
  • Schedule D (Capital Gains/Losses) $58
  • Form 4846 (Extension) $154
  • Additional Services (please contact) $ Varies Based on Complexity

Businesses and Organizations We Support

Please let me know if I may answer any questions for you.

VIRTUALLY out of

Fort Collins, CO

By Appointment Only

Stay Informed

970-682-4937

© 2019 Power Up Financial Planning, LLC