Broker Check

128 North 6th Street Suite B Windsor, CO 80550

(970) 686-5635
Account Access

Tax Planning Services

UNCOVERING THE OPPORTUNITIES

Your Roadmap to Longevity and Financial Health.

Align yourself with the right team who can help you pursue your financial goals. A continuing education requirement keeps CPA Personal Financial Specialists up-to-date about constantly changing tax laws so they can provide prudent, year-round tax planning counsel.

By partnering with us, we can:

  • Design strategies you can follow throughout the year to help reduce your taxes 
  • Clarify the impact of the latest tax laws, legislation and IRS rules on your tax liability 
  • Identify the long- and short-term tax consequences of your spending, investment and other financial decisions, and advise you on the steps you can take to help reduce your future tax liability
Learn more

Suggested Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More

CONNECT WITH US AND LET US HELP BUILD YOUR FUTURE.

Thank you!
Oops!