Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

Select a Language

About

About This Business

Tax preparation and consulting for individuals, religious organizations, and businesses, consulting regarding housing allowance and retirement planning, including 403(b) retirement plans.

BBB Accredited Since: 1/26/2011

Years in Business: 45

Products and Services

403(b) Services, Disability Insurance, Financial Planning, Life Insurance, Tax Services

Business Details

BBB File Opened:
1/6/2009
Business Started:
10/1/1980
Business Incorporated:
12/24/1997
Type of Entity:
Corporation
Business Management:
Ms. Cynthia Brandt, CEO

Additional Contact Information

Principal Contacts
Ms. Cynthia Brandt, CEO
Customer Contacts
Ms. Cynthia Brandt, CEO
Fax numbers
Primary Fax: (970) 663-4950
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook
LinkedIn

Additional Information

Payment methods
Check, ACH, Visa, Mastercard, American Express
Refund and Exchange Policy
Refunds are given on a case by case basis.
Other Resources
Occupational/Industry License Database Colorado
1560 Broadway Ste 1350
Denver CO 80202
http://www.colorado.gov/oed/industry-license/

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.