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Specialties
Holistic tax consulting and compliance services for:
* Individuals
* Mid to Upper Level Executives
* Entrepreneurs
* All Types of Closely Held and/or Family Owned Business
* Estates and Trusts
Taxes are the second highest expense for individuals or businesses which through proper planning can potentially be managed. Our motto is: How do you end up with the most money in your pocket at the end of the day?
We are not the cheapest option out there. We do however provide a great value for the services we provide.
Meet the Business Owner
Jeffrey G.
Business Owner
Professional Designations:
CPA licensed in both California and Colorado
Education:
Masters in Taxation — University of Denver
BS/Accounting with Minor in Finance — University of Denver
Professional Involvement:
Chair: California Society of CPAs — Estate and Personal Financial Planning Industry Group
Interesting Fact:
Before becoming a father in September 2007 and again in March 2009, I was an adventure traveler — visited 7 countries on 3 continents over the last 4 years. Travels have included hiking the Inca Trail, cave exploring with bats in an underground river, watching a volcano explode from less than 5 miles away, self-guided white water river rafting, powered hang gliding, and jumping from a 40 foot waterfall!