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TOP 30 Virtual tax advisor in Denver, CO
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Pro Trader Tax, LLC
Pro Trader Tax, LLC is a leading virtual tax advisory firm located in Denver, Colorado. Specializing in tax planning, tax preparation, entity formation, and retirement plan services for active business traders and investors, Pro Trader Tax is dedicated to helping clients minimize their tax burdens through legal means. Founded by CPA Al Davidson, who has over 25 years of experience in accounting, tax, and small business consulting, the firm is well-equipped to assist clients in navigating the complexities of the tax code, regulations, court decisions, and rulings. With a deep understanding of the unique challenges facing traders and investors, Al Davidson is a sought-after speaker at tax seminars for traders and investors. Trust Pro Trader Tax, LLC to provide expert guidance and support for all your accounting and finance needs.
Aspen Leaf Wealth Management, PBC
Aspen Leaf Wealth Management, PBC is a finance institution located at 14143 Denver West Parkway in Golden, Colorado, United States. Specializing in custom portfolios, real financial plans, and tax optimization, Aspen Leaf is dedicated to socially responsible investing through ESG screened investments. Catering to clients in their 50s or early 60s who are serious about retirement planning and minimizing taxes, Aspen Leaf also works with corporations offering retirement plans to employees. Offering model portfolios, custom ESG screened options, and individual stock recommendations for portfolios over $400,000, Aspen Leaf combines sustainable portfolios with financial planning for households with substantial investments.
Staib Financial Planning, LLC
Staib Financial Planning, LLC is a finance institution located at 9233 Park Meadows Drive in Lone Tree, Colorado, United States. Specializing in flat fee-only retirement planning, they assist clients in navigating the journey to and through retirement. Tax efficiency is a key focus, with strategies to minimize taxes and maximize after-tax income. They help clients create a low-cost, diversified investment portfolio tailored to their unique goals. As a fee-only advisor, they are compensated solely by their clients and do not accept commissions or sell products. Certified Financial Planner Paul Staib leads the team, providing comprehensive, tax-efficient retirement planning and investment management services. Serving as a fiduciary, they never earn commissions and prioritize building long-term relationships based on trust and objectivity. Located in the south Denver metro area, they serve clients in Highlands Ranch, Littleton, Aurora, Parker, and surrounding communities, as well as virtually for US-based clients.
Robert & Associates, LLC
Robert & Associates, LLC is a reputable accounting and finance institution located at 355 South Teller Street in Lakewood, Colorado, United States. With over 30 years of experience in public accounting, our knowledgeable team is dedicated to providing client-centered service. Our clients have praised us for our expert advice on tax planning and preparation, as well as our commitment to the community. Whether you are a small business owner or an individual in need of financial guidance, we offer comprehensive tax solutions tailored to your specific needs.
Melissa Kitowski - State Farm Insurance Agent
Melissa Kitowski - State Farm Insurance Agent is a local insurance agency located at 13750 East Rice Place in Aurora, Colorado. Our team is dedicated to protecting what matters most to you, including your loved ones. As we enter February, it's the perfect time to take care of important tasks like getting Life Insurance. Our friendly and experienced team is here to help you find the right coverage for your unique needs. We offer personalized support and guidance, and are available day or night to assist you. With 20 years of experience serving the Aurora community, Melissa Kitowski is a proud Colorado native and State Farm agent. Our office focuses on Auto Insurance, Homeowners Insurance, Renters Insurance, and Life Insurance. We are committed to helping new residents of Colorado with their insurance needs. Our office serves Aurora, Centennial, Parker, Englewood, Greenwood Village, Littleton, Denver, and surrounding areas.
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