Arbor Wealth Management

Pete Miller, CPA

Pete Miller, CPA is an experienced licensed CPA with 30 years of experience in providing top quality accounting, tax and consulting services to a variety of businesses. Our goal is to help our clients with their taxes, financial planning and other related services in a timely manner. We specialize in assisting businesses of all sizes and types, ranging from retail, restaurants, manufacturing and wholesalers of equipment to importers, refineries, farming, oil & gas (working and royalty interest owners), real estate development, home builders, professional athletics, fashion models, actresses, medical equipment sales and start-up ventures. Our team of CPAs have extensive experience in tax preparation, planning and audit representation of U.S. and state taxes. We are committed to helping clients save time and money while ensuring they are compliant and up-to-date with all applicable regulations. We also provide services to truck drivers, insurance agencies, physicians and other professionals, such as attorneys, engineers and consultants.

Arbor Wealth Management

CPAs are known for their financial aptitude, objectivity, and trustworthiness when it comes to complex tax matters. Achieving the designation of Personal Financial Specialist (PFS) requires additional qualifications such as education, experience, and a successful completion of a comprehensive exam. CPAs with a PFS certification have a comprehensive understanding of how to help clients make advantageous decisions in regards to taxes, retirement, investments, estate planning and insurance. At Arbor Wealth Management, we have a team of CPA/PFS professionals to provide support for your financial goals and dreams. Our experts specialize in financial and retirement planning, investment planning, insurance planning, long-term care planning, social security planning, income planning, legacy planning, wealth preservation and estate planning. We provide personalized solutions to ensure that you are CPA Strong. 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.

Bridges & Associates, CPA's

At Bridges & Associates, CPA's, we offer a personal approach to accounting services. Whether you are starting a new business and need help selecting the right entity, or you would like to use QuickBooks for all your financials but need assistance integrating each category, our team is here to help. We can also help identify and correct past bookkeeping errors and provide financial planning and advising. For those interested in investing in rental property, we can provide you with tax compliance advice prioritizing the necessary steps. We specialize in tax preparation, small business accounting and tax, rental real estate accounting, QuickBooks services, LLC and S-Corp tax planning and business tax compliance. No matter what your financial needs are, we are committed to providing the highest quality service and ensuring that you understand where your finances are at and where they are headed. Contact us today to find out how we can help you.

Mark Steichen CPA

Mark Steichen CPA is an accounting firm providing full-service coverage for individuals, small and medium-size businesses, and major clients in Boulder, Westminster & Broomfield Colorado. We understand that each person or business has their own unique needs when it comes to accounting, tax services, and financial planning. That’s why we strive to offer our clients an affordable, experienced, and friendly accountant service. Our certified public accountants are dedicated to helping you stay on solid financial ground with our comprehensive tax, payroll, and financial planning solutions. We pride ourselves on the experience and knowledge that drives the success of your business or individual finances. Whether you’re a start-up or established company, we can provide you with the resources and advice you need to succeed. No matter what your financial goals or needs are, trust Mark Steichen CPA to be your partner in accounting and tax services. With our unique mix of services, you can be sure your finances are in good hands. Contact us today to learn more about how we can help you.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Kevin Chou, CPA

Kevin Chou, CPA specializes in tax preparation for individuals and businesses, as well as providing new business start-up consultations, tax and financial planning. We strive to help our clients minimize their tax liability through strategic tax planning and the preparation and electronic filing of federal, state and local tax returns. We also offer a Business Incorporation Service which includes the opportunity to invest in Opportunity Zones, filing of Articles of Organization, obtaining a Federal Tax ID (EIN) and creating a personalized operating agreement. For individual clients we provide services such as tax preparation and planning, U.S. Nonresident Alien Income Tax Returns, Departing Alien Clearance (Sailing Permit), rental properties, self-employed/freelancer filings, multiple states filing, personal financial planning, Report of Foreign Bank and Financial Accounts (FBAR), Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, Form 5472, BIR60, UK Tax Returns, UK Non-Dom returns, Certification of U.S. Tax Residency, and BE-10. Business owners can benefit from our services including tax preparation for small business entities (LLC, Partnerships, S Corps, C Corps), accounting and bookkeeping services, retirement planning services, small business advising, cost-segregation, real estate, insurance, patent royalties capital gains, 45L tax credit - Energy Efficient Home Credit for developers, and Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures.

Grigg Financial Group

Grigg Financial Group is a trusted financial planning and wealth management firm headquartered in San Diego, California. Their mission is to help clients manage their wealth through 9 areas of financial planning, such as tax planning, retirement planning, and cash flow-debt management. They specialize in providing financial services to physicians and healthcare professionals but also prepare returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team have developed a strong reputation for educating clients about maximizing their wealth and business operations in order to reach their financial goals. With years of experience in the field, the team at Grigg Financial Group aims to provide quality guidance and advice on all aspects of money management.

Fleetridge Financial

At Fleetridge Financial, we are dedicated to providing honest and reliable tax preparation, tax resolution, and financial advice in the San Diego area. We are proud to be a BBB accredited business, and strive to treat all our clients with respect and integrity. Our team is comprised of highly qualified professionals, including CPA's and enrolled agents, that can provide you with the services you need. We offer a wide range of services including tax preparation, tax planning, financial planning, Offer in Compromise, IRS Levy Release, Installment Agreement, Penalty Abatement, Bank Levy, Back Payroll Taxes, and Trust Fund Penalty Assessment. Our commitment to honesty, communication, gratefulness and respect ensures that you will receive top quality service from us. With our knowledgeable team, we are confident that you will receive the best assistance available.