I joke that I have been a tax professional “since Bill Clinton was in office,” when people ask how long I have been doing what I do. And it is true. I started my tax and accounting career in a small CPA office on the Western Slope that long ago, and under his expert tutelage (we still did things on paper in his office) I learned more about tax law than anyone would want to know. Two other things I have learned under those many years of working in the tax industry are 1. How your investments affect your taxes and 2. After years of watching investment statements cross my desk over the years, I feel I have learned a lot about the different investments and how NOT to invest to best help my clients. So many times, I have looked at investment statements my clients have brought in, and their tax and financial situations, and just shook my head at the decisions their financial advisors made that were so wrong for them, which is what prompted me to start the journey to become a financial advisor myself.
After many years of working for others, I had the opportunity to start my own practice in 2009, which I did, from my kitchen table. Along with starting a tax and accounting practice, I signed up with an investment company and took my first investment exams to start to be able to offer those products to my clients along with the tax and accounting services. What started small all those years ago has now grown into a thriving practice with two CPAs, and three support staff working year-round to service our clients. Now that I have more people to focus on the tax and accounting work, I am backing off from that to focus more on the investment side of my practice. I want to be able to offer my clients high quality investments from a tax perspective that would not only build their portfolios, but would limit their tax exposure now, and in the future. Being in the unique position of understanding tax laws as well as seeing and understanding investments, puts me in a great position to do that for my clients.
We are accepting new clients, for tax, accounting, and of course investing, so please feel free to reach out to me for an appointment any time!