Tax Planning

Spurr Financial will review your current tax situation and ensure we understand how we can maximize income while minimizing taxes. We will consult with your CPA to ensure we are making informed decisions while not creating an additional tax burden from the investment and estate planning decisions we make. Additionally, with your permission, we will provide your accountant needed tax information and documents so that you don’t have to.

Investment Advisory Services are offered through Spurr Financial Planning, Inc., an investment adviser licensed by the Colorado Securities Commissioner. 
Spurr Financial Planning, Inc., Highlands Ranch, Colorado · Phone 720-344-4176 · 
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