Tax Services in Lafayette, CO

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Top Lafayette, CO Tax Preparers

Cary G Alburn EA
Location 1308 Marigold Ct, Lafayette, CO 80026, USA
Phone (800) 216-9684
Holland Accounting
5 out of 5
Location 420 E Simpson St, Lafayette, CO 80026, USA
Phone (303) 926-1889
Padgett Business Services, Boulder, Louisville, Lafayette
5 out of 5
Location 1300 Plaza Ct N STE 204, Lafayette, CO 80026, USA
Phone (303) 495-3920
Tax Accountant in Lafayette, CO

Where Tax Accountants in Lafayette, CO Serve

Lafayette is a city in Colorado with a population of about 24,000. It is located on the Front Range of the Rocky Mountains, about 25 miles northwest of Denver. The city was founded in 1902 and is named after the Marquis de Lafayette, a French general who fought in the American Revolution. Some of the city's landmarks include the Waneka Lake Recreation Area and the Lafayette Heritage Museum. The top employers in Lafayette are health care providers Centura Health and SCL Health, followed by retailers King Soopers and Walmart. Major highways and streets in Lafayette include U.S. Highway 287 and Colorado State Highway 7. The city's neighborhoods include Indian Peaks, Majestic Pines, and Old Town Lafayette.

Financial Services Related to Tax Planning in Lafayette, CO

Banks and Credit Unions

Banks in Lafayette, CO provide a wide range of services to their customers. These services include checking and savings accounts, loans, mortgages, and investment advice. They also offer online banking and bill payment options for customers who prefer to do their banking remotely. In addition, many banks have ATMs located in strategic locations throughout the city, making it easy for customers to access their money when they need it.

Retirement Planning

When it comes to retirement planning, Lafayette, CO residents have a few different options to choose from. Some people may opt for a traditional IRA or 401k, while others may prefer to use a more modern approach, such as a Roth IRA or SEP IRA. No matter which route you decide to go, it's important to start planning for retirement as early as possible. The longer you wait, the fewer options you will have and the more difficult it will be to maintain your standard of living in retirement.

Wealth Management

Wealth management in Lafayette, CO is the process of creating and managing a portfolio of assets with the goal of achieving specific financial objectives for a client. Wealth managers use a wide range of investment vehicles to achieve these objectives, including stocks, bonds, mutual funds, ETFs, real estate, and private equity. They also offer tax planning and estate planning services to their clients.

Financial Advisor

A financial advisor in Lafayette, CO helps people save for retirement and plan for their financial future. They work with clients to create a budget and investment plan, and help them stay on track with their finances. Financial advisors can also help people manage debt and make sound investment decisions.

Insurance Broker

An insurance broker in Lafayette, CO helps clients find the best rates and coverage for their needs. They work with a variety of providers to get the best deals for their clients, and can also help them file claims and navigate the insurance process. Clients can rely on their broker to be honest and trustworthy, and to always have their best interests at heart.

Mortgage Loan Officer

Mortgage loan officers in Lafayette, CO work with home buyers to help them get mortgages. They help borrowers figure out what kind of mortgage is best for them, and they guide them through the loan application process. Mortgage loan officers also work with lenders to get the best interest rates for their clients.

Estate Planning Lawyer

An estate planning lawyer in Lafayette, CO helps individuals and families create a plan for the management and disposition of their property in the event of death. This can include making arrangements for the care of minor children, setting up trusts to protect assets, and designating beneficiaries for life insurance policies and retirement accounts. In addition, an estate planning lawyer can help you create a will or living trust.


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