For Individuals

It is never too late to start planning your future!

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Financial Services for Individuals

There are so many other issues and problems which come up in the course of a normal business or family, let us be your “Easy Button” in paying attention to certain financial details that can easily get missed.

If you feel your Financial Planning ideas don’t fit into any one of those categories, not to worry. Contact us and explain your situation. We’d love to set up an appointment to see how we can best meet your needs and help you start planning for the future.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Let Us Help:

5 Cybersecurity Steps all Pikes Peak Business Owners Should Take

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a Pikes Peak business owner these days.Chief among those new concerns, however, should be...

When a Local Pikes Peak Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

Thom Gearhart’s Latest Updates on Small Business Tax Deductions

One thing you can expect from me come rain or shine is to keep you in the loop on changes to all things tax-related. This week is no exception.There are some important changes to small business tax deductions rolling out, and not all deductions apply to all Pikes Peak...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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Hiring a Consultant for Your Pikes Peak Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

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