Broker Check

 

11811 Upham Street, Unit E
Broomfield, CO  80020
Office: (303) 460-9909
Fax:    (303) 460-0220

Services Offered

Income Tax Preparation

  • Individuals and families
  • Small business, including sole proprietors partnerships, S-Corporations, and C-Corporations
  • Rental properties
  • Estate and Gift Taxes

Accounting and Bookkeeping Services

  • monthly/quarterly bookkeeping
  • general accounting and financial report compilation
  • payroll processing
  • sales/use taxes, and personal property taxes.

Investment Management*

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuities

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

*These services are offered by Clark Saenz through his affiliation with HDVest.