
Whether self-employed, a small-business owner, a corporate executive, a high-net-worth investor, or a retiree, the goal is the same. I try to make the planning aspect of our work an integral part of the client relationship. Over the years I've found that better results are always obtained if we've done some work to anticipate what's expected at year end; and thus, I've developed a couple of different service models that we can adapt to suit any particular client's unique needs.
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Further, despite being fully proficient as a financial planner myself, I've even engaged Mike as my own CPA and have found him to be the consummate professional for my own firm's tax and accounting needs.
Even though we don't live in Colorado where Mike practices, we were easily able to securely submit our many documents to him and do everything online.
Knowledgeable, trustworthy and also friendly and helpful which is what you want when someone is handling your accounting or taxes.
Michael has helped me so much to understand the ins and outs of my small business.
If you are looking for a partner who will help you manage your small business better, you should call him.
He is an extremely valuable asset to my company helping guide me through the many pitfalls that all small businesses come across financially.
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