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Senior Tax Advisory Group
Up-to-date tax expertise and trusted investment guidance.
5
Accountant
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Up-to-date tax expertise and trusted investment guidance.
Senior Tax Advisory Group in Colorado Springs delivers trusted accounting, finance, and consulting services with friendly, knowledgeable staff. Reviews highlight up-to-date tax law expertise, help with IRS issues, and skilled investment guidance. Clients note accurate tax filings, uncovering deductions, and confident retirement planning with IRAs and annuities.
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Expert handling of personal and property taxes, including complex transactions and IRS compliance, with a focus on maximizing deductions.
Personalized investment strategies, including IRAs and annuities, to diversify portfolios and navigate market volatility for optimal growth.
Comprehensive financial guidance for seniors, offering strategies to secure and enhance retirement income and assets.
Tailored insurance services to protect investments and provide financial security, integrated with overall financial planning.
One-on-one consultations to address specific financial needs, from tax law updates to long-term wealth management.
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Overall rating
Kevin Guttman (Hero Mortgage Loan)
The good folks at Senior Tax are true professionals. They are friendly, caring & competent. I trust them completely.
Mary Reder
Our experience with Senior Tax Advisory Group has been highly satisfactory. All of the staff are wonderful. This organization will always look for the best ways to help you meet your needs. They are up to date with all tax laws, and so very knowledgeable in the investment world. You cannot go wrong with investing with Senior Tax Advisory Group.,
Jan Myers
These folks are the best! I had taken over my sister's taxes when she could no longer handle them. She had two property transactions in a two-year time frame. I was at a loss and getting nervous about dealing with the IRS. I brought a real mess to them to figure out. They not only filed two years' worth of taxes for her, but also found tax deductions that I would never have thought to look for. Her accounts are all straightened out, and I am worry-free and hassle-free again. I already have my appointment scheduled for next year. Senior Tax Advisory Group can't be beat. They really make you feel like they want to get you the best return.
William
I had another Excellent review with Al; and walked away with a greater confidence that we are moving forward with the best strategies, especially considering this volatile time in the market. I am very excited about the days ahead. We are pleased to still be working with Kaitlyn as she finalizes our terms for another year.
Mark Smith
Senior Tax Advisory Group has provided invaluable financial guidance over the 11 years my wife and I have been clients. Their recommendation to diversify our investments with a combination of IRAs and annuities is proving spot-on now that we've retired and with the current market volatility.
