CPAtool.com Information

We are a financial services firm located in Arvada, Colorado. For more than 24 years, we have been providing tax preparation and planning, wealth planning, retirement planning, and many other financial services to a wide range of clients, including both individuals and businesses, throughout the greater Denver area. We have developed a reputation for professional excellence through the high quality of services we perform for our clients. Integrity, Expertise and Responsiveness is what distinguishes my firm from others. I am committed to ensure that clients receive personal and professional services tailored to meet their individual needs. My role, as a CPA and financial advisor is to listen to what clients' needs are, and provide the services needed to meet their objectives. What makes us different from other CPAs is that we take the time to educate our clients about their finances. This allows clients to play a larger role in managing their finances and improves the chances of success. We also look at the behavioral side of finance which is unique for planners. We believe it is important to consider the behavioral side of finance because clients can better understand why they make certain financial decisions and this can aid in reducing poor financial habits. Because we have been around so long, we have experience across a whole spectrum of areas. We are committed to improving your financial picture. If you are ready for a change and want to work with a CPA with a different approach, contact us for a complimentary 1/2 hour consultation and let us show you why we are different! My services are also available to current clients through Skype and Windows Live Messenger audio/video web conference calls. Many clients find this service to be more convenient because they do not have to take the time to travel to my office. This service is available after hours as well. Certified Public Accountant (CPA) MBA, Chartered Financial Consultant (ChFC), Personal Financial Specialists (PFS).