Alliance Benefit Group-Rocky Mountain

Leaders Credit Union

Leaders Credit Union is a financial institution that offers a wide range of banking and financial services. Our mission is to help our community members make sound, informed financial decisions to reach their goals. We offer checking and savings accounts, consumer and personal loans and lines of credit, auto loans and refinancing, home loans and refinancing, VISA Platinum credit cards, online and mobile banking, online bill payment, student checking and savings accounts, student loans, investment accounts, retirement planning, insurance services, identity theft protection and recovery, and consumer financial counseling. The credit union also provides commercial banking services including commercial checking and savings, mortgage loans, lines of credit, VISA Platinum credit cards, and more. Our team of experienced professionals strives to provide the best customer experience while helping you make smart financial decisions. We are committed to providing quality products and services to our members and creating a positive impact in our community.

Brewer Family Taxes

Brewer Family Taxes is a tax preparation and filing service that also provides educational value to their clients. They strive to help their clients maximize their return on taxes by making the right adjustments and are available on the off season to answer any questions clients may have. Their mission is to provide the most comprehensive, helpful, and stress-free experience while filing taxes. Brewer Family Taxes has a team of experienced professionals that are dedicated to helping their clients navigate the complex world of taxation. They offer guidance on topics such as withholding for a new job or when to start retirement planning. Their services also include a variety of tax-related advice and assistance to ensure that clients are filing correctly and efficiently.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Profitwise Accounting

Profitwise Accounting is a small business accounting service based in San Diego, California. Our mission is to help businesses from all over the region grow and meet their financial goals. We provide a wide range of services to suit the needs of our clients including payroll services, outsourced accounting services, QuickBooks accounting services, tax planning and preparation, and retirement planning accounting services. We have years of experience in accounting and tax services, and we strive to offer the best quality customer service possible. Our team can provide you with the help you need to manage your finances, as well as offer advice on how to make the most of your business investments. With our expertise and dedication to helping you succeed, you can trust that Profitwise Accounting will provide the best in small business accounting services.

Plantech Llp

PlanTech Llp is a full-service firm specialising in employer-sponsored retirement plan administration and consulting. We help employers, and their advisors, design, implement, manage and communicate retirement plans that are efficient, accurate and cost-effective. Our team of experienced professionals strives to provide the best service possible to our clients. We have developed state-of-the-art computer systems and applications to enable us to process our client's work more efficiently and accurately. Our team is dedicated to assisting employers and their advisors in navigating the complexities of retirement plan administration, making sure that the decisions they make are sound and compliant with applicable regulations.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.