How We Can Help

Expertise and experience to help you achieve your retirement needs.

Our Vision Statement

We believe we make a difference in our local retirement community by offering retirement services – tax, legal, and financial – under one roof.

Retirement Planning And Holistic
Investment Management

We are servicing individual, institutional, and retirement plan clients in Colorado and surrounding areas. As independent advisors, we have developed our business by maintaining close, trusted relationships with each of our clients. Our approach is not centered on specific financial products, but on solutions. Financial planning extends beyond investments and should include any factor that can impact your financial situation.

We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.

Our Wealth Management Services

  • Retirement Planning

  • Investment Management

  • Social Security Planning

  • Advanced Tax Planning

  • Estate Planning & Coordination

  • Legacy & Charitable Planning

  • Life Insurance

  • Annuities

  • 401k Plan/IRA Rollovers

Tax Consulting and Tax Return Preparation

To meet the needs of our clients, Senior Tax Advisory Group was established as an account firm to provide tax planning, consulting and preparation services to individuals, families and small businesses.

Recognizing that each client has unique goals, we tailor our services to meet your specific needs. We offer individualized services for clients in industries like medicine, food services, professional services, and various consumer services. These personalized services have enabled us to address clients’ industry specific challenges, as well as standard tax practices.

Our primary goal is to maximize your profits and minimize your income taxes!

Our Tax and Accounting Services

  • Tax Preparation

  • Tax Planning

  • Business Start-Up Advising

  • IRS Representation

  • Corporate and Partnership Taxation

  • Individual Taxation

  • Estate Taxation

  • Gift Taxation

  • Trust Taxation

  • Payroll