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Tax Preparation for Retirees

Tax Preparation for Retirees in Aurora, CO

Clear, dependable tax support for retirees—bring your 1099-SSA, 1099-R, and retirement income details, and we’ll handle the rest.

Retirement Brings New Tax Forms—We Help You Handle Them

Retirement changes your income, and that means different tax forms and reporting rules. Mark Christiansen Associates LLC provides tax preparation for retirees in Aurora CO with steady guidance and practical steps.


We commonly work with:


  • Social Security 1099-SSA taxes
  • Pension 1099-R forms
  • IRA distributions and RMD tax help
  • Investment income and dividend reporting
  • Required minimum distributions (RMDs)


If you’re unsure what to do with a 1099-R or whether Social Security is taxable, you’re not alone. These are common questions we help retirees answer every year.

Common Retiree Tax Situations

  • Social Security Benefits

    Do I pay taxes on Social Security? 

    Depending on your total income, a portion of your benefits may be taxable. We review your full income picture to determine the correct reporting.

  • Pension & IRA Distributions

    What do I do with a 1099-R?

    A 1099-R reports distributions from pensions, annuities, or retirement accounts. We ensure it’s reported accurately and coordinate it with other income sources.

  • Required Minimum Distributions (RMDs)

    Missing an RMD can result in penalties. We help confirm distribution requirements and proper tax reporting.

Simple, Personal Support—Technology Optional

Some clients prefer uploading documents through our secure portal. Others prefer to call or visit the office. Both options are available.


  • Call our office directly for guidance
  • Bring documents in person to our Aurora location
  • Use the Tax Organizer checklist to gather required forms
  • Access Portal Help if you’d like step-by-step upload instructions



We keep the process straightforward and respectful of your preferences.

Established Local Firm Since 1986

Choosing a tax professional is about trust. Mark Christiansen Associates LLC has served the Aurora community since 1986, building long-term relationships with retirees and families who value consistency and clear communication.



If you’re looking for senior tax help in Aurora from a firm with deep local roots, we’re here to assist.

Bring These Documents to Your Appointment

  • 1099-SSA (Social Security Benefit Statement)
  • 1099-R (pension or retirement account distributions)
  • Investment income forms (1099-INT, 1099-DIV, 1099-B)
  • Property tax statements
  • Any IRS or Colorado tax notices


Using a checklist helps prevent delays and reduces follow-up requests.

Ready for Clear, Reliable Retirement Tax Help?

If you’re asking, “Can you help seniors file taxes?” the answer is yes. Our team provides retirement income tax support with careful review and personal attention.