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.  

Streamlined

The complete process leverages top of the line technology platforms to save you valuable time and trees. 

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
  • Small Business Owners
  • Career changers
  • Recent inheritances

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)

$400Form 1040 & State
  • (2nd Year drops to $250) Loyalty Discount
  • Optimization 2020
  • Tax Review 2019
  • Additional State $85 Each
  • Schedule C (Self-Employment) $125
  • Schedule D (Capital Gains/Losses) $70
  • Schedule E Pg.1 (Rental Real Estate) $85
  • Schedule E Pg.2 (Passthrough income and expenses from partnerships, S-corporations, estates, trusts, or REMICs) $85
  • Form 4868 (Extension) $250
  • 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 2020
  • Tax Strategy 2021
  • Tax Review 2019
  • Additional State $50 Each
  • Schedule C (Self-Employment) $95
  • Schedule D (Capital Gains/Losses) $50
  • Form 4846 (Extension) $160
  • Additional Services (please contact) $ Varies Based on Complexity

REady To start or have questions?

Please use the contact form below to get started. Answer the form to the best of your ability using the form descriptions. This will help us provide you the most accurate quote and customize the forms we’ll request from you. 

Here is what you can expect after your submit your request to get started. 

  1. Start: Submit your get started form.
  2. Engagement Letter: Within 2 business days you will receive your engagement letter electronically.
  3. Secure Upload: You will receive a link to securely upload your forms and supporting documents.
  4. 2020 Return Stats: You will receive your 2020 tax return stats and when possible, key strategies to improve your results.
  5. Invoice: You will receive your invoice for the services provide (to be paid within 24 hours).
  6. Client Copy: Receive copy of your return and electronically sign to allow e-file. 
  7. Success: E-File Submitted ✅

VIRTUALLY out of

Fort Collins, CO

By Appointment Only

Stay Informed

970-682-4937

© 2019 Power Up Financial Planning, LLC