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79 results for Personal Tax Planning in Denver, CO
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Leyder "Aiden" Murillo, MBA
Providing services: Financial Planning, Budgeting, Financial Analysis, Retirement Planning, Financial Advisory, Personal Tax Planning, Financial Consulting
Denver, CO
Summary: Hi, I'm Leyder Murillo, or simply Aiden, as it's easier to pronounce. I'm known as your friendly neighborhood wealth management advisor. My financial journey began in 2013. I was sparked by financial markets at seventeen and started investing a year later. Driven by a desire to help others achieve their financial goals, I noticed many people needed help understanding market dynamics and finance. As a fee-only fiduciary and founder of Wolfpack Wealth Management, I offer financial planning and investment management services. My clients include professional athletes, student-athletes, educators, couples, young professionals, and small business owners. By clarifying their financial prospects, I empower them to focus on their passions. Fluent in Spanish, I dedicate myself to assisting Spanish-speaking clients with tailored financial advice. With extensive experience, I've helped clients build wealth and secure their families' financial stability. I've worked with high-net-worth individuals, institutional clients, and foundations. My pursuit of an independent advisory firm stemmed from the realization that many firms had prohibitive requirements. I aim to provide accessible advice to a broader audience. My MBA in Finance from Pepperdine University equipped me with the necessary entrepreneurial and financial expertise. I advocate for following one's passions, believing in the adage: "Choose a job you love, and you will never have to work a day in your life." I encourage clients to pursue their passions to achieve success without financial stress. In my personal life, I cherish time with family, friends, and my rescue dog, Teddy. I'm an avid traveler and a lifelong Dodgers, Lakers, and Kings fan, proudly continuing my father's legacy of enthusiastic support for these teams.
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Alex Engen
Providing services: Financial Planning, Personal Tax Planning, Retirement Planning, Budgeting, Insurance, Financial Advisory
Denver, CO
Summary: I love working with growing families & parents entering their retirement years. By setting mom & dad up for financial success, they can start pouring into their kids' financial future. The goal isn't to create "trust-fund" babies, but to create responsible stewards of wealth. We focus on passing down wisdom, not just piles of money. I want you to enjoy ALL of your money while you're alive, but I also want you to have the tools & experience to teach your children how to use money responsibly. By focusing on your money while your kids are young, you can master your financial system and start working on theirs. Advisory Services offered through M6 Wealth, A Member of Advisory Services Network, LLC
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Kevin Garcia, CPA
Providing services: Bookkeeping, Small Business Tax, Tax Preparation, Accounting, Personal Tax Planning, Business Consulting, Tax Advisory, Financial Consulting, Budgeting, Financial Planning
Denver, CO
Summary: I am a Certified Public Accountant (CPA) with over 12 years of experience in corporate accounting, financial management, and tax advisory. Currently, I operate my own firm at Fenice Accounting, Tax & Advisory, LLC, where I provide accounting and tax services to small and medium-sized businesses in various industries. I have extensive knowledge and skills in QuickBooks Online, which I use to manage the financials, reports, and transactions of my clients. Previously, I was the Financial Controller at Edible Beats, a restaurant group with 6 locations and numerous concepts. There, I oversaw the accounting, budgeting, and auditing functions of the group, and ensured compliance with local, state, and federal regulations. I also worked as a Senior Assistant Director of Finance and Accounting at Gaylord Hotels, where I was responsible for the financial operations of the Gaylord Rockies Resort & Convention Center and Gaylord Opryland Resort & Convention Center, which were both large-scale hospitality and entertainment complexes. I have a Master's in Accounting from Nova Southeastern University and a Bachelor's in Accounting from Florida International University - College of Business. I am passionate about helping businesses achieve their financial goals and optimize their performance through sound accounting & financial practices and strategic advice.
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Christie Saxer
Providing services: Accounting, Bookkeeping, Financial Accounting, Small Business Tax, Personal Tax Planning, Tax Preparation, Business Consulting, Small Business Insurance, Wills Planning Law
Denver, CO
Summary: Saxer Business Solutions Proudly serving you since 2005! Now accepting new clients! Account Reconciliation, A/P, A/R, Budget Planning, Cannabis Accounting, Collections, Data Entry, Financial Reports, Organization, Payroll, Payroll Tax, Quality Control, Sales Tax, Tax Form Prep A little bit about me! I first hopped in to the accounting field when I was in high school. I worked part time for my mom who owns 2 CPA firms in Illinois! It was after I denied taking over the family business for beauty school, that I realized beauticians don't make enough money and I really loved the accounting field! I then embraced my inner accountant and started attending classes and moving up in the business. In my early to mid twenties I got promoted to Office Manager and it was then that I realized I wanted to own my own accounting firm someday! In 2019 I decided it was time for me to spread my wings and fly so I moved to Denver where I've been ever since! I worked for a couple businesses and just couldn't find anywhere that utilized my entire skillset and treated me well so on March 24, 2021 I quit my job and went in to business for myself! I'm currently in the phases of learning so I've been focusing on networking, education, and leadership! I feel like my head is constantly surrounded by a whirlwind with all the things I'm learning and experiencing and I wouldn't trade it for the world! I can't wait to see what the future holds for me and my business!
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Anthony Englert
Providing services: Financial Advisory, Financial Analysis, Financial Planning, Insurance, Financial Consulting, Small Business Tax, Personal Tax Planning, Small Business Insurance, Real Estate
Denver, CO
Summary: With nearly 20 years of experience in the financial industry, I am a seasoned and passionate wealth advisor. I help my entrepreneurial clients make smart decisions about their money, giving them the maximum confidence in achieving their financial goals. ALFA Advisory is a boutique firm that provides customized and holistic financial solutions to successful business owners, driven by our mission that the world needs more change agents with greater resources. I bring diverse perspectives and experiences from my time in my own family's business, Goldman Sachs, American Express, and years of self-study of 100s of books and courses. I am proud of the impact and results I achieve for my clients, and always eager to learn and grow, especially through collaborating with others.
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David Ickovic, CPA, CFP®
Providing services: Accounting, Financial Advisory, Tax Preparation, Personal Tax Planning, Small Business Tax
Denver, CO
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Josh Hansen
Providing services: Accounting, Bookkeeping, Financial Accounting, Financial Advisory, Personal Tax Planning, Small Business Tax, Tax Preparation, Financial Consulting, Tax Advisory, Budgeting
Denver, CO
Summary: Experienced Chief Financial Officer with a demonstrated history of working in the real estate industry. Skilled in Mergers & Acquisitions (M&A), Leadership, Financial Analysis, Accounting, and Financial Reporting. Strong finance professional with a Master of Business Administration - MBA focused in Accounting and Business/Management from University of Denver - Daniels College of Business.
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Kim Hitchcock
Providing services: Business Consulting, Accounting, Tax Preparation, Bookkeeping, Financial Accounting, Personal Tax Planning, Small Business Tax
Denver, CO
Summary: Kim is a CPA providing excellent tax, accounting and audit service to businesses, individuals, homeowner associations and nonprofit organizations. With more than 25 years of experience, Kim will be your go-to advisor for all that life throws your way.