Accounting Services

Albaugh Tax Group LLC provides excellent services in several areas to assist you in your financial needs. We are happy to help you in any of the following areas:

Bookkeeping Services

In addition to tax returns we also provide bookkeeping services including (but not limited to):

Payroll (either ATF or live)
Payroll Checks
Sales Tax Reports
Form 941
Unemployment Tax Reports
Form 943
Forms W-2 and W-3
Forms 1099 and 1096
Journaling of transactions

Financial Advice

More than just preparing your tax returns, Albaugh Tax Group LLC becomes an integral part of your financial team. As part of your financial team, we offer advice and guidance on planning for your future. We help you on every level of your financial planning including your current situation, ways to improve for your future, and retirement planning.

Other Services as Needed


Returning Clients

Thank you for choosing to return to ATG for your tax preparation and other accounting needs. We look forward to working you again this tax season. Please keep the following in mind as you prepare your information this year:

  • Check your address on last year's tax return. If it is not up-to-date, please let us know when you send your information so that we can update it in our system. FAILURE TO DO SO MAY DELAY ANY REFUND OR CORRESPONDENCE FROM THE IRS.
  • Make sure we have a good means of contacting you. Including your current phone number with your information reminds us to check it, even if we already have it on file.
  • If you want confirmation when the IRS receives your tax return, please provide ATG with an e-mail address and a note that you would like such confirmation.
  • Please indicate in your information if you have received (in any way), sold, exchanged, given, or otherwise disposed of a digital asset at any time in 2024.
  • Please indicate in your information if you would like to designate $3 of your refund to go to the Presidential Election Campaign Fund.

As always, we provide multiple means for you to get us your tax information, including the following:

  1. Mail
  2. Drop off your information
  3. Set up an appointment
  4. Use your portal account

MAIL. You can mail your information to the following address:

Albaugh Tax Group LLC
580 Pershing St
Craig, CO 81625

Security is important to us, so we recommend mailing COPIES of your information via Certified Mail to both ensure that we receive it and to improve on your information's safety.


DROP OFF YOUR INFORMATION. If you feel that your return will be pretty simple and do not want to sit down with us to go over the information, you are free to drop off the above listed information at our office. If I am busy with a client when you get in, there is a black tray on the counter in which you can place your information. We will have manila envelopes available by the tray if you would like more privacy for your information.


SET UP AN APPOINTMENT. We would love to sit down with you to get your tax return prepared. If you would like to set an appointment, feel free to click the "Book an appointment" button below or call our office at (970)824-5825.

You can also email us at atg@albaughtaxgroupllc.com if you are not in a hurry to get the appointment set.


USE YOUR PORTAL ACCOUNT. If you normally get us information electronically and we have set up a portal for you, then please go to our portal site and login using your normal username and password. If you have forgotten your username or password, go to the portal site, then click on "Forgot Username/Password" and follow the instructions. Please let us know if you have any troubles getting into your portal and we will try to resolve the issue.

For your security, please DO NOT e-mail your information directly to us. Unfortunately, we live in an age when people prey off the unsuspecting. Anything sent via e-mail is typically not secure. As such, please contact us if you do not have a portal but would like one, and w will get one set up for you.



Common Tax DocumentsBelow, you will find a list of common tax documents. You may not have all of these, but you can use this list to help you make sure you are not forgetting anything when you bring us your information.

  • W-2. Most common. Shows income earned from normal jobs.
  • 1099-NEC. Shows income from contract labor.
  • 1099-R. Shows retirement income [401(k)s, IRAs]
  • 1099-SSA. Shows income from Social Security.
  • 1099-MISC. Shows income from a number of sources. Most commonly used to show rental income or royalty income.
  • 1099-INT. Shows interest income, most commonly from bank savings accounts.
  • 1099-DIV. Shows dividend income. Usually comes from a company you use to manage stock trades.
  • 1099-B. Shows sales transactions, usually of stock. NOTE: You may receive a composite 1099 which combines the 1099-INT, 1099-DIV, 1099-B, and 1099-OID.
  • 1099-S. Shows sales of real estate (like houses).
  • 1099-OID. Shows interest income from debt (usually a bond) purchased at a discount.
  • 1099-G. Shows income from government entities. Most commonly shows state tax refunds, but can also be used for agricultural payments.
  • W-2G. Shows gambling income.
  • 1099-C. Shows cancellation of a debt (yes, this is often taxable, but we may have ways to get out of it, which we will discuss with you if we find these in your information).
  • 1098. Shows mortgage interest paid through the year.
  • 1098-E. Shows student loan interest paid for the year.
  • 1098-T. Shows tuition paid for the year. Parents will typically claim the tax credits for their children's forms.
  • 1095-A. Shows Advanced Premium Tax Credits paid to your health insurance through the year.
  • 1099-SA/5498. Shows information for HSA payments and contributions.
  • Schedule K-1. Shows information from investments in partnerships, estates, trusts, and S-Corporations.
  • Charitable Contributions. Any contributions above $250 require a contemporaneous letter (usually from a church or other organization) indicating the amounts and dates of the contributions.
  • Medical Costs. Only include costs for which you paid out-of-pocket. Do not include costs for over-the-counter medicines.
  • Real Estate Taxes Paid. Include amounts that WERE PAID IN 2024. Please be aware that Moffat County's letters can be deceptive. You are looking for the letter showing the 2023 tax assessment paid in 2024.