Flatirons Wealth Strategists

Tax Planning and Compliance for Individuals and Closely-Held Businesses. Complex Real Estate Taxation - specializing in LLC's, Partnerships, Rentals, and Tax-Deferred (Section 1031) Exchanges. IRS Problem Resolution including Offers-in-Compromise. I have prepared many thousands of tax returns and set up hundreds of businesses since 1979. My job is to keep your taxes to an absolute minimum! It is a responsibility I take very seriously. I know the law, and I know how to make it work for you. For more information, please visit my website.

Helping homeowners in Boulder and Denver determine what loan options are available and what is the best fit for their unique situation.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy