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TOP 30 Senior tax services in Colorado
14 results found
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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.
Meals On Wheels
Meals On Wheels is a food delivery institution located at 350 Stafford Lane in Delta, Colorado, United States. We are dedicated to helping those in need rebuild their lives and reach their full potential. Our services include providing meals to those who may be struggling with isolation, fatigue, frustration, anxiety, and a sense of inadequacy or failure. In addition to meal delivery, we also offer a free and confidential group process called VOA|ReST that supports emotional resilience. No matter where you are in the country, you can connect with peers who can help by scheduling a session today.
CO Estate Plans
CO Estate Plans is a reputable law firm located in Broomfield, Colorado, specializing in estate planning services. Our experienced team of lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out according to their estate plan. Whether you need assistance with wills, trusts, probate, or any other estate planning matter, our professionals are here to provide expert guidance and personalized solutions. Visit us at 2 Garden Center to discuss your estate planning needs and secure your family's future.
Justin Fish Legal
Justin Fish Legal, located at 13540 Northgate Estates Drive in Colorado Springs, Colorado, is a trusted institution specializing in estate planning and legal services. With a focus on personalized solutions, their team of experienced lawyers helps clients create custom-tailored estate plans that reflect their values, hopes, and concerns. Whether you are caring for a loved one with special needs or looking to navigate the complexities of probate, Justin Fish Legal is here to guide you through the process. They can assist with directing estate assets, naming guardians for minor children, planning for incapacity, and addressing potential tax issues.
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.
Petco Vaccination Clinic
Petco Vaccination Clinic, located at 6350 Sheridan Boulevard in Arvada, Colorado, offers dog and cat vaccination services at the Lloyd King Center. Our state-licensed veterinarians provide a variety of affordable packages and services, including vaccinations, microchipping, diagnostic testing, and deworming. There are no exam fees at our clinic, and we tailor our recommendations to your pet's age and lifestyle. We keep detailed records of your pet's medical services for future reference. Whether your pet is a puppy, adult, or senior, we have packages to keep them healthy and happy at every stage of life. If you're unsure about what your pet needs, our licensed veterinarians are available to answer your questions. In addition to vaccinations, we offer services such as rabies licenses, state or local taxes, and proof of prior vaccinations.
Maxfield Peterson PC
Maxfield Peterson PC is an innovative accounting and advisory firm located at 751 Horizon Court in Grand Junction, Colorado. We specialize in helping business owners, senior managers, law firm partners, and non-profits achieve their personal and professional goals through a unique problem-solving approach. Our team is dedicated to the success of our clients, providing thorough analysis and tailored solutions based on individual needs. In light of the current COVID-19 situation, we have implemented new protocols to protect the health of our staff and clients. Despite these uncertain times, we remain committed to delivering honesty, integrity, technical excellence, and genuine concern for our clients.
Merrill Lynch Financial Advisor Damon O Marxer
Merrill Lynch Financial Advisor Damon O Marxer, located at 921 Walnut Street in Boulder, Colorado, is a distinguished institution in the finance industry. Damon Marxer, a Senior Vice President, Wealth Management Advisor, and Portfolio Manager, brings decades of experience and a personal touch to his clientele. With a focus on exemplary client service, Damon has been recognized as a Forbes "Best-in-State Wealth Advisor" from 2019 to 2023. He believes in building family-like relationships with his clients, understanding their lives and concerns to help preserve and grow their wealth. Damon's investment philosophy revolves around owning companies that consistently raise dividends, utilizing his accounting background to analyze companies' financial health. He manages rising dividend portfolios for his clients, incorporating international and fixed income investments with a focus on tax-minimization strategies. Damon's goal is to simplify complex financial strategies for his clients, ensuring they understand their liabilities and have access to a range of banking services offered by Bank of America.
29:11 Financial Planning
29:11 Financial Planning is a finance institution located at 5690 Webster Street, Arvada, Colorado in the United States. Led by Amy King, a Certified Financial Planning professional with over 30 years of experience, the institution offers comprehensive financial planning services including budgeting, cash flow management, investment services, tax planning, college planning, retirement planning, estate planning, and more. One unique offering is the "For Women Only - Hour of Power" session, tailored specifically for women to address their financial questions, concerns, and goals in an educational setting. The institution also provides holistic debt management services, investment services, tax planning analysis, retirement planning, succession planning, estate management strategies, and more.
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.
Bank of America Private Client Advisor Wesley Weise
Bank of America Private Client Advisor Wesley Weise, located at 370 17th Street in Denver, Colorado, offers customized strategies for asset management and credit needs of high-net-worth clients. Wesley Weise, a Senior Vice President, works with successful individuals, families, business owners, executives, and non-profit entities to help them achieve their financial goals. Services provided include asset management, estate planning, retirement planning, tax minimization strategies, and personalized lending strategies. With a background in wealth management and a history of community involvement, Wesley Weise is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to creating strategies that meet the needs, goals, and best interests of clients now and in the future. With a focus on innovation and a personalized approach, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth and achieve their financial objectives. Please note that Bank of America Private Bank does not provide tax advice. For more information about products and services, visit the Bank of America Private Bank website.
Aldrich CPAs + Advisors
Aldrich CPAs Advisors is a leading institution in accounting, consulting, and wealth management, located at 6312 South Fiddlers Green Circle in Greenwood Village, Colorado. Founded in 1973, Aldrich has a wealth of experience in providing top-notch financial services. In November 2022, Aldrich expanded its reach with the opening of its Denver location. Senior Manager Brendan Hollis leads the team at this location, specializing in tax and financial planning services for construction contractors, manufacturers, and distributors. Whether you're looking for assistance with financial planning, acquisitions, or mergers, Brendan and his team are here to help. Contact us today to see how we can support your financial goals and needs.
State Farm: Dan Lewis Downtown
State Farm: Dan Lewis Downtown is an insurance agency located at 612 North Tejon Street, Colorado Springs, Colorado, United States. Dan Lewis has been a State Farm Agent since 2012, serving the Colorado Springs area with a focus on Out of State Transfers and Military Family needs. The institution is a part of the State Farm Ambassador's Club, Chairman's Circle, and Senior Vice President's Club. They also provide fast and accurate insurance quotes for Fountain, CO and surrounding areas. The team at State Farm: Dan Lewis Downtown is passionate about making a difference in the lives of others and the community. They are results-oriented individuals committed to excellence and personal achievement. If you have any difficulty with the website, you can call (719) 325-5325 for assistance. Securities are distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm (including State Farm Mutual Automobile Insurance Company) is not responsible for the content of third party sites referenced in this material. State Farm VP Management Corp. provides investment services separate from State Farm banking and insurance products. Remember to consult a tax or legal advisor for advice on your personal circumstances.
Silver Key Thrift Store
Silver Key Thrift Store, located at 1605 South Murray Boulevard in Colorado Springs, Colorado, is a community store that supports the mission of Silver Key. Open to all ages, the thrift store offers a wide variety of gently used merchandise including jewelry, clothing, household items, and small furniture. Enjoy great prices, regular markdowns, and discounts, including Senior Day Wednesdays. Donations of clean, gently used items, including home medical equipment, are welcomed at the Silver Key Thrift Store. Proceeds from the sale of donated items help support the Silver Key mission. The store relies on donations of a wide variety of merchandise to stay well-stocked, from jewelry and clothing to household items and small furniture. Unfortunately, stuffed furniture and mattresses cannot be accepted.
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- Senior tax services in Arvada
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List of businesses, places and services in Colorado
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