Strategic Tax & Advisory
Moore & Farrington
A permanent foundation for fiscal clarity — carrying the Price & Farrington legacy into Denver and San Diego.
Our Services
Fiscal clarity, structured into pillars.
Complex tax and accounting, distilled into a clear foundation. Each pillar opens to a full page — never crowded, always considered.
We are there when our clients need us — for tax advice, preparation, business transactions, life events, or an IRS notice. The relationships we carry forward from Price & Farrington are the foundation of how we work: close, consistent, and built to last.
Strategic Tax Planning
Year-round planning that minimizes current and future tax impact for individuals, businesses, trusts, and estates.
What's included
- Year-end strategy sessions
- Multi-state coordination
- Life-event modeling
- Entity structure review
Tax Preparation
Careful, timely preparation for individuals, S-Corps, C-Corps, partnerships, and trusts.
What's included
- Individual & business returns
- S-Corp, C-Corp & partnerships
- Trust & estate returns
- Amended & prior-year filings
Bookkeeping & Accounting
Bookkeeping and accounting built on QuickBooks — monthly bookkeeping, a year-end close, and financial statements on a bookkeeping basis.
What's included
- QuickBooks Online & Desktop
- Monthly bookkeeping
- Year-end close & cleanup
- Financial statements (bookkeeping basis)
Business Advisory
Advisory for transactions, growth, and structure — translating financial data into decisions you can stand on.
What's included
- Transaction guidance
- Cash-flow analysis
- Entity & structure planning
- Growth & succession advisory
Payroll Services
Reliable payroll on a monthly, quarterly, or annual cadence — handled so you can keep your team focused.
What's included
- Monthly, quarterly & annual
- Filing & compliance
- Contractor reporting
- Year-end W-2 / 1099
IRS Audit & Notice Representation
Steady representation when an IRS notice or examination arrives — we stay close, so you are never navigating it alone.
What's included
- IRS notice response
- IRS audit representation
- State agency correspondence
- Resolution & documentation
2
Offices — Colorado & California
6
Service pillars
Year-round
Planning, not just filing
Industries We Serve
Sector-specific fluency.
The tax code rewards specialists. We bring focused experience to the verticals where our clients actually operate.
We go deepest in real estate, technology, and trusts & estates — from property investors and founders to trustees and executors. Each industry carries its own rules, structures, and timing, and we plan around the specifics that shape your tax position.
Real Estate
Depreciation, exchange, basis, and entity structuring for owners, developers, and investors.
What we handle
- Rental & investment property
- 1031 exchange planning
- Entity structuring for holdings
- Multi-state coordination
- Cost segregation & depreciation
Technology
Entity selection, equity comp, R&D treatment, and multi-state nexus for founders and software companies.
What we handle
- Entity selection for founders
- Equity & stock comp accounting
- R&D credit & amortization
- Multi-state nexus
- Investor-ready financials
Trusts & Estates
Fiduciary returns, trust accounting, and coordination with beneficiaries and executors.
What we handle
- Form 1041 fiduciary returns
- Trust accounting & distributions
- Estate final returns
- K-1 beneficiary coordination
- Trust tax planning
Small Business
Bookkeeping, payroll, tax, and advisory in one coordinated relationship for owners.
What we handle
- Entity selection & review
- Bookkeeping & payroll integration
- Multi-state filing
- Cash-flow & growth advisory
- Owner compensation & distributions
High-Net-Worth Individuals
Coordinated planning for investment income, multi-state residency, trusts, and life events.
What we handle
- Multi-state residency & sourcing
- Investment & windfall planning
- Trust & estate coordination
- Philanthropic planning
- Coordination with outside advisors
Relocation & Residency
Puerto Rico Act 60, state domicile, and the documentation that protects a move's tax benefit.
What we handle
- Puerto Rico Act 60 residency
- State domicile & statutory residency
- 183-day tracking & residency defense
- Move timing & income sourcing
- Business relocation & nexus
Regional Stewardship
A legacy carried forward.
Moore & Farrington is the next chapter of a practice that has served clients for decades. The name changes; the standard does not.
Late 1980s
Price & Farrington founded
Tax and accounting services take root in San Diego — built on close, lasting client relationships.
August 2026
Two practices connect
Rockies Tax, a Denver firm, and Price & Farrington in San Diego find one another and begin shaping a shared future.
2026
Moore & Farrington
The practice continues under one name — the relationships, standards, and care of both firms carry forward together.
Forward
Denver & San Diego
Two regions, one standard. High-altitude strategy meets coastal growth, with the same steady hand behind every return.
Two Regions, One Standard
Where we work.
A physical presence in two places — so the foundation we build is grounded, wherever you are.
Denver — High-Altitude
Denver
Denver, Colorado
720-706-3770Energy, small business, and multi-state strategy — anchored in the Front Range.
La Jolla — Coastal
San Diego
9404 Genesee Ave, Ste 210, La Jolla, CA
858-657-9000The original home of the practice — technology, real estate, and trust & estate work.
Insights
Thinking ahead, in writing.
Tax Planning
Year-End Tax Planning: A Q4 Checklist
The decisions made before December 31 shape the return you file in April. A practical checklist for individuals and business owners.
Oct 11, 2026
Tax Planning
Thinking Ahead
The return that gets filed in April is really written all year long. A case for treating tax planning as an ongoing conversation rather than a once-a-year event.
Sep 24, 2026
Relocation
Relocating for Tax: A Residency Checklist for Puerto Rico and State Moves
A move can reshape your tax position more than any return. Here is what to document — and what to get right — before, during, and after a relocation to Puerto Rico or another state.
Sep 15, 2026
Begin the Conversation
A foundation starts with a single conversation.
Whether you are an existing Price & Farrington client or new to the practice, we would welcome the chance to talk through what you need.
Denver
Denver, CO
720-706-3770
La Jolla
9404 Genesee Ave, Ste 210
La Jolla, CA · 858-657-9000