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TOP 30 Senior tax preparation in Colorado
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Senior Tax Advisory Group
Senior Tax Advisory Group is a leading institution in Colorado Springs, Colorado, specializing in accounting, finance, insurance, and legal services. Located at 6775 Rangewood Drive, our team of experienced professionals is dedicated to providing personalized and comprehensive tax advisory services for seniors and retirees. Whether you need assistance with tax planning, retirement planning, estate planning, or any other financial matter, our experts are here to help. Trust Senior Tax Advisory Group to navigate the complexities of tax laws and regulations, ensuring your financial well-being and peace of mind.
Maxfield Peterson PC
Maxfield Peterson PC is a leading accounting and finance institution located at 1203 North 1st Street in Montrose, Colorado, United States. We pride ourselves on our innovative approach to problem-solving, helping business owners, senior managers, law firm partners, and non-profits achieve their personal and professional goals. Our team is dedicated to the success of our clients, providing thorough analysis and tailored solutions to meet their unique needs. With a reputation for honesty, integrity, and technical excellence, we are committed to the success of our clients. As a national consultancy to law firms, Maxfield Peterson PC has over two decades of experience advising firms on a wide range of managerial and strategic issues. From law firm mergers to partner compensation methodologies, we have a deep understanding of law firm finance and economics. Our team can help you enhance profits and navigate the complexities of law firm management.
Bank of America Private Client Advisor Paul Murray
Bank of America Private Client Advisor Paul Murray, located at 370 17th Street in Denver, Colorado, is a finance institution offering customized wealth management services to high-net-worth and ultra-high-net-worth clients across the country. Led by Senior Vice President Paul H. Murray, the team of specialists provides expertise in investment management, asset preservation, trust and estate planning, wealth transfer, business succession planning, philanthropic services, and complex lending solutions. With a focus on helping clients navigate the complexities of managing significant wealth and preparing for key liquidity events, Paul Murray is dedicated to assisting clients in achieving their financial goals and educating future generations about financial habits. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, with a focus on creating strategies that meet the needs and goals of clients now and in the future. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to help clients anticipate and respond to evolving markets and financial landscapes. Important notice: Clients are directed to FINRA’S BrokerCheck when leaving the Bank of America Private Bank's website. The institution does not provide legal, tax, or accounting advice, and clients are advised to consult with their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.
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