Senior Tax Advisory Group

4.8(164 reviews)Colorado Springs, Colorado

Closed ⋅ Opens 8 am
8 am–5 pm
Temporarily closed
Closed on Saturday, Sunday

Senior Tax Advisory Group is a company that specializes in serving the retirement needs of anyone over the age of 50. We have helped over 3,000 people in the greater Colorado Springs area since 2002. Our Review and Discovery process helps you discover if your current strategies match up with your future plans. Our proprietary process helps guide you through retirement. We’ll help you make informed decisions, avoid costly mistakes, lower income taxes, increase your estate size, and we are experts at removing unnecessary risk… This proven process helps us create a sound plan based on facts and logic not emotion and opinions. That’s what makes our firm different!

Services

Financial consultant
Certified public accountant
Estate planning attorney
Financial planner
Income protection insurance agency
Investment service
Life insurance agency
Tax consultant
Tax preparation
Tax preparation service

From the Business

Identifies as veteran-owned

Service Options

Online appointments

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet

Business Hours

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Frequently Asked Questions

Find Us on Google Maps

6775 Rangewood Dr, Colorado Springs, CO 80918, United States

Customer Reviews

Reviews

4.8(164 reviews)

Mary Norton

Oct 31, 2024on

I have been a client of Senior Tax Advisory Group for about eight years. Everyone in the office is professional, understanding, patient, friendly, and extremely knowledgeable. They are all terrific human beings. Senior Tax handles my financial matters, income tax returns, estate planning, and anything else I need advice on. They are prompt and efficient in everything they do. They have done an exceptional job in handling my money. I trust them totally. Thanks, Senior Tax!

Marie Troutman

Oct 31, 2024on

I am satisfied with Senior Tax Advisory Group and the people who have provided me with advice re. my investments. Everyone I have dealt with has been helpful in helping me to avoid the pitfalls connected with financial investments.

Linda Corning

Oct 24, 2024on

I have been with Senior Tax Advisory for over 11 years. They have been nothing short of amazing with our taxes, insurance needs and financial planning. Kathy is awesome. She really cares about her clients. The staff has been so helpful and friendly. No matter where I live they have been there for me. Albert was great and helpful with my meeting. I feel very secure, regarding my financial advice and insurance with Senior Tax Advisory.

Tiger Lewis

Oct 14, 2024on

All of the Financial Advisers are very knowledgeable. They work for you, with the financial knowledge to help you. They are amazing!!!

Hannah Walis

Oct 13, 2024on

I chose to use Senior Tax Advisory Group because of their reviews on Google and was not disappointed. My father passed away and unfortunately left behind quite a mess with his personal taxes. Senior Tax Advisory Group helped square away my father’s personal and estate taxes. The staff was so welcoming, informative and kind. I would highly recommend this company for all of your tax needs.

Black Lotus

Oct 10, 2024on

They are great. Anything needed they handle and they explain everything you might want to know.

Bill Cameron

Oct 7, 2024on

I am happy to have them to help with my retirement accounts, I couldnt do this without them

James Hulin

Oct 7, 2024on

Mariana Miller

Oct 7, 2024on

P Alexander

Oct 7, 2024on