Kristin Kippen

Enrolled Agent / Certified Tax Planner
Certified Tax Planner
Welcome to Strategic Tax Planning where your financial future is our priority. Unlock the path to a prosperous retirement with our specialized tax planning services tailored for individuals like you.

PROACTIVE PLAN.
OPTIMIZE INCOME.
MINIMIZE TAXES.

Contact Me
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As a Certified Tax Planner, Kristin focuses on court-tested, IRS-approved strategies for minimizing tax and maximizing savings. We combine those strategies in a custom tax plan based on each client’s unique situation and then work together to carry out that plan. As taxes rise to cover increased government spending, this sort of proactive planning will become even more important in the future!

Imagine a retirement where you not only enjoy the fruits of your labor but also leave a lasting legacy for your heirs. Our mission is to make that vision a reality by implementing a proactive approach to tax planning. We believe in starting with the end in mind, ensuring that every financial decision made today contributes to a more secure and affluent future.

Whether you're in the early stages of your career, approaching retirement, or already enjoying the golden years, our services are designed to meet you where you are. With Strategic Tax Planning by your side, you can rest easy knowing you have a dedicated tax team committed to your financial success.

Preparing for 2022 Tax Season

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Our Services

We work with clients who are:


  • Actively saving for retirement and desire DIRECTION and a proactive system for maximum tax efficiency.


  • Nearing retirement and need ANSWERS about how to transition from earning (wages) to spending (distribution from investments.)


  • Retired and wondering if there is a BETTER WAY to draw income and pay less tax during the process.

At Strategic Tax Planning, LLC, we utilize tax planning to give direction to our clients, answer their questions and show them a better way to manage whatever phase of life they are in.

Testimonials

     "Thank you so much for all of your help! With the passing of my husband I need all the help I could get. Your kindness and assistance through this process has been amazing!!"
-Tarra H.
     "They were great to work with. I forgot to attach a document and they caught my mistake. Worth every penny!!!"
-Tiffany Coleman
     "I love doing my taxes through Strategic Tax! I don’t have to stress about anything because you guys do it all for me. They get done quick and stress free with little work for myself to do. Thank you!"
-Maurisa Pulsipher
     "You have made filing our taxes so much easier. I like how we can just upload our documents to the secure site and not worry about having to have paper copies. Also, the chat feature is a great way to keep track of conversations we've had. Thank you!"
-Tammy Yocus

     "Thank you for taking care of my taxes so fast.
It was very easy to submit my forms online and have you get with me with questions and information you needed. This was taken care of in a very timely manner.
Thanks again."

-Kelee Peterson
     "I had an overall good experience. If it weren’t for my own mistake of not seeing the email initially sent out to me then everything would have been seamless. I like the website, and the organizer was thorough and easy. Your service takes a lot of stress off my mind knowing my taxes are in good hands."
-Nathan Diven
     "Thank you so much! In past years, i have felt confident that you would do the best, most accurate and efficient job possible getting my income taxes done. And you have done just that, again. Taxes are much less stressful for me when you're doing them!"
-Glenda Moore
     "Thanks Kristin! Always get great tax advice and service from your office and staff! Keep up the great work!"
-James Chambers
     "Thank you for your expertise and time spent on our taxes! We appreciate you!"
-Jan E. Call
     "It was great. Thank You!"
-Janice Marriott
     "Thank you! Working with you has taken much of the stress out of taxes and helped us maximize our return."
-Annalise Gardner
     "Thanks for help. You were wonderful!"
-Cathy Jensen
     "Kristin, on behalf and Lisa and I thank you for the attention to detail in preparing our tax return. It is helpful to know that you have been associated with Strategic Planning Group in making sure that all of our financial details are considered when preparing our tax return. I used to do my taxes for myself figuring out as I go and using a software tax preparing product. But things get complicated over time. We are grateful that we can trust you to do the right thing for us. Thank you."
-Ron & Lisa Buckmiller

     "We just want to thank you again for the superb work you and your staff have done on our 2022 taxes. You educated us well by answering our confusing question with excellent explanations and patience. Everything you did with the IRS and the State were processed quickly and efficiently.
You are Awesome!
Thank you So Much!"

-Rory & Michelle Weaver
     "Kristin was recommended to us by one of the foremost financial planners in Colorado. Our taxes were a mess, even though they were done faithfully every year on a nationwide, well known tax preparation platform. To be short, concise, and to the point, this platform really screwed things up. Kristin went back a few years in our tax returns and made everything right. I can't express how grateful we are to Kristin and company for taking care of us and doing so with a wonderful bedside manner."
-Michael J. Cumrine
     "Kirstin and her staff have been amazing and I am thankful for their tax expertise the past 2 years as we would not have had a clue how to do our taxes with our circumstances these past 2 years. I would use their service hands down any time. A huge thank you to you all!"
-Charrise Schafer
     "Thanks so much Kristin!!! Appreciate your professionalism!!!"
-Keith Foulger
     "Strategic Tax is our go to tax advisor and processor. We've had them doing our taxes for well over 10 years and they do a great job."
-Wilkes W. Walker
     "Wonderful to work with and always does a great job. Quick to respond to questions. Thanks so much."
-Stacey R. Weston

      "Thank you for your referral to Kristin Kippen, she is very professional, and it was a pleasant experience.
Thanks!"

-John Wilbur
     "We are very pleased with the professional way you gather information and prepare our tax return. I really like the process to upload documents and how easy it is to communicate through the messenger tool. I appreciate the quick response we receive and the information you provide to keep us on track. It is a pleasure working with you. Thanks"
-Rick Humphreys
      "What I like best about your service is the speedy response to any questions or concerns I have! Thank you!"
-Jan Call
      "Strategic Tax Planning is amazing! They were so patient and knowledgeable working with us. They informed us of everything we needed and why. We felt comfortable and confident throughout the whole process. Thank you so much for your professionalism and support. Our small business appreciates it so much!"
-Lizzy Denkers
Action Recovery Group
      "I used to be an annual Turbo Tax user until my tax situation got too complicated. I’ve since been with Strategic Tax Planning for two years and the process has been very smooth. I appreciate their use of advanced online document handling and the personal touch of a smaller tax firm. I had some complicated cryptocurrency positions and Strategic Tax was able to walk me through collecting the necessary documents to remain in compliance. Their experience in processing complicated tax situations gave me the assurance that my tax filing would be done efficiently and accurately. I’ve been very pleased with their service and would not hesitate to recommend their services."
-Jim McGregor

    We hear about others using strategies to save thousands on taxes.  How do they do that? Is that just for the mega-wealthy who have access to high paid attorneys and CPAs? What are they doing besides the general deductions and credits for things like home interest, taxes and charitable contributions that are part of the annual tax compliance process?

    ANNUAL TAX PREPARATION

    When you hire a tax preparer to prepare your taxes, their focus is to help you prepare and file an accurate tax return each year. Your tax preparer will guide you through the nuances of the correct way to report different types of income and what deductions and credits you may qualify for.   Your tax preparer will give casual tax tips and ask questions to determine what deductions will benefit you based on the previous year.

    ADVANCED TAX PLANNING

    Tax planning services incorporate a proactive approach to restructuring the way you run your business or draw from your investments. The process is very different as we work regularly with you (and your financial advisor, if applicable) throughout the year to implement your custom tax plan. Our tax planning packages may or may not include tax preparation as part of our services. Investing in a tax plan is an investment into a future with ongoing tax savings, not just tax compliance.

    Everyone needs to file and pay their "fair" share of taxes each year.  Not everyone will benefit from advanced tax planning. We only work with clients who will get at least a 300% return on their custom tax plan investment. Complete our contact us form below to see if a custom tax plan could benefit you!

    In the world of taxation, everyone is obligated to file and pay taxes annually. Most people have a nagging feeling every year when they file, that perhaps something was missed and they overpaid as a result. Tax planning is the key to putting an end to this second guessing so you can be confident that you paid your legal share and nothing more.

    Unlike traditional approaches, we actively collaborate with you and your financial advisor throughout the year, tailoring a custom tax plan to your unique circumstances. Our tax planning packages include tax preparation services and they guarantee an investment in a future filled with continuous tax savings, going beyond mere compliance.